GREENHAVEN ASSOCIATES INC has added 440,753 shares of $LEN to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LEN.
LENNAR Hedge Fund Activity
We have seen 498 institutional investors add shares of LENNAR stock to their portfolio, and 423 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,841,881 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $484,230,681
- VIKING GLOBAL INVESTORS LP removed 2,523,594 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $318,073,787
- NORDEA INVESTMENT MANAGEMENT AB removed 2,172,121 shares (-98.8%) from their portfolio in Q3 2025, for an estimated $273,774,130
- JANUS HENDERSON GROUP PLC added 1,856,769 shares (+4399.0%) to their portfolio in Q3 2025, for an estimated $234,027,164
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,522,710 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $191,922,368
- FMR LLC added 1,271,541 shares (+27.0%) to their portfolio in Q3 2025, for an estimated $160,265,027
- VANGUARD GROUP INC removed 1,264,111 shares (-4.7%) from their portfolio in Q3 2025, for an estimated $159,328,550
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LENNAR Congressional Stock Trading
Members of Congress have traded $LEN stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LEN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
LENNAR Analyst Ratings
Wall Street analysts have issued reports on $LEN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Underperform" rating on 12/18/2025
- JP Morgan issued a "Underweight" rating on 12/18/2025
- Barclays issued a "Underweight" rating on 12/18/2025
- UBS issued a "Buy" rating on 12/18/2025
- JMP Securities issued a "Market Outperform" rating on 09/22/2025
- Raymond James issued a "Underperform" rating on 09/22/2025
To track analyst ratings and price targets for LENNAR, check out Quiver Quantitative's $LEN forecast page.
LENNAR Price Targets
Multiple analysts have issued price targets for $LEN recently. We have seen 11 analysts offer price targets for $LEN in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- John Lovallo from UBS set a target price of $122.0 on 01/06/2026
- Sam Reid from Wells Fargo set a target price of $105.0 on 01/06/2026
- Rafe Jadrosich from B of A Securities set a target price of $95.0 on 12/18/2025
- Jade Rahmani from Keefe, Bruyette & Woods set a target price of $115.0 on 12/18/2025
- Stephen Kim from Evercore ISI Group set a target price of $92.0 on 12/18/2025
- Michael Rehaut from JP Morgan set a target price of $80.0 on 12/18/2025
- Matthew Bouley from Barclays set a target price of $88.0 on 12/18/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $LEN ticker page for more data.
