0
LEN/B
Lennar Corporation - B SHS (LEN/B)
Consensus score 0/100 · #280 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
0.2%
of their portfolios
Combined value
$51M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 0.5% | $31M | HOLD |
| Berkshire Hathaway Quality compounder | 0.0% | $20M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $5K | NEW |
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.