LENNAR CORP-A · CUSIP 526057104 · CIK 1508822
As of 2026-06-30, ACR Alpine Capital Research, LLC reported 4.74M LEN (shares), valued at $429.22M, or 6.09% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 12.61%; reported value increased 17.34%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.09% | 4,743,250 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 5.46% | 4,212,111 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 5.15% | 3,215,072 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 6.20% | 2,880,031 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 5.85% | 2,955,813 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 6.44% | 2,679,944 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 4.91% | 1,663,322 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 4.62% | 834,121 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 5.22% | 1,127,073 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 5.90% | 1,130,775 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 8.01% | 1,590,098 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 6.98% | 1,600,263 | SEC filing ↗Filed Nov 8, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.98% | 1,600,263 | $179.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 8.01% | 1,590,098 | $236.99M | Shares decreased 0.64%; reported value increased 31.96%, and weight changed +1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 5.90% | 1,130,775 | $194.47M | Shares decreased 28.89%; reported value decreased 17.94%, and weight changed -2.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 5.22% | 1,127,073 | $168.91M | Shares decreased 0.33%; reported value decreased 13.14%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 4.62% | 834,121 | $156.38M | Shares decreased 25.99%; reported value decreased 7.42%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 4.91% | 1,663,322 | $226.83M | Shares increased 99.41%; reported value increased 45.05%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 6.44% | 2,679,944 | $307.60M | Shares increased 61.12%; reported value increased 35.61%, and weight changed +1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 5.85% | 2,955,813 | $326.94M | Shares increased 10.29%; reported value increased 6.29%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 6.20% | 2,880,031 | $363.00M | Shares decreased 2.56%; reported value increased 11.03%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 5.15% | 3,215,072 | $330.51M | Shares increased 11.63%; reported value decreased 8.95%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 5.46% | 4,212,111 | $365.78M | Shares increased 31.01%; reported value increased 10.67%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 6.09% | 4,743,250 | $429.22M | Shares increased 12.61%; reported value increased 17.34%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.