18
LEN
Lennar Corporation - A (LEN) · Industrials
Consensus score 18/100 · #31 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-10.2%
21-day momentum
-8.2%
recent volume
1.82×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-16.1%
30-wk MA slope
-5.5%
rel. strength
-31.2
52-wk range
3%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
4.0%
of their portfolios
Combined value
$3.58B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 11.8% | $1.02B | ADD |
| Brave Warrior Concentrated | 4.7% | $215M | TRIM |
| Smead Capital Concentrated | 3.9% | $183M | ADD |
| Eagle Capital Quality value | 3.0% | $967M | TRIM |
| Berkshire Hathaway Quality compounder | 0.4% | $1.19B | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $478K | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.