Lennar (LEN)River Road Asset Management, LLC exited its position 479K shares

479K

Prior-quarter shares · no longer reported

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of LEN — reported range $1,001 - $15,000
2. Jun 5, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On June 5, 2026, Lennar Corporation (the “Company”) appointed Jim Parker as the Company’s Chief Operating Officer, effective as of June 5, 2026 (the “Effective Date”).”
3. Jun 11, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 14, 20265% stakeWarren E. Buffett reported a passive stake (13G) of 6.2%
2. Sep 16, 2026Company filing · Form 8-K · ResultsReported its results
3. Sep 17, 2026Insider · 1 personInsiders: 4 purchases (~$54.9M)
4. Sep 18, 2026Insider · 1 personInsiders: 8 purchases (~$105.6M)
5. Sep 21, 2026Insider · 1 personInsiders: 4 purchases (~$51.9M)
6. Sep 23, 2026Insider · 1 personInsiders: 2 purchases (~$43.6M)
7. Sep 24, 2026Insider · 1 personInsiders: 4 purchases (~$52.8M)
8. Sep 25, 2026Insider · 1 personInsiders: 3 purchases (~$39.9M)
9. Sep 28, 2026Insider10% owner purchased ~$426K of LEN shares in the open market
10. Sep 29, 2026Insider · 1 personInsiders: 2 purchases (~$1.0M)
11. Sep 30, 2026Insider · 1 personInsiders: 2 purchases (~$52.4M)
12. Oct 1, 2026Insider · 1 personInsiders: 6 purchases (~$56.9M)
13. Oct 2, 2026Insider · 1 personInsiders: 9 purchases (~$135.7M)
14. Oct 7, 20265% stakeWarren E. Buffett reported a passive stake (13G) of 12.5%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lennar

For Lennar, OQRO holds 45 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 14 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LEN page.

How this filing works

• SEC Form 13F

Other disclosures at Lennar

• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026
• SEC Form 4Oct 6, 2026

Everything OQRO holds on this company is on its LEN page.