19
LEN
Lennar Corporation - A (LEN) · Industrials
Consensus score 19/100 · #23 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-4.8%
21-day momentum
-9.0%
recent volume
0.88×
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
-15.8%
30-wk MA slope
-4.5%
rel. strength
-25.0
52-wk range
5%
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
4.5%
of their portfolios
Combined value
$3.09B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 15.2% | $923M | ADD |
| Brave Warrior Concentrated | 5.2% | $209M | HOLD |
| Eagle Capital Quality value | 3.2% | $945M | TRIM |
| Smead Capital Concentrated | 3.0% | $138M | TRIM |
| Berkshire Hathaway Quality compounder | 0.3% | $877M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $427K | 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.