LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 156 | -6 | 147.07M | $13.30B | +2 | −7 |
| Q1 2026 | 164 | +1 | 141.86M | $12.31B | +5 | −5 |
| Q4 2025 | 162 | -1 | 154.22M | $15.85B | +2 | −2 |
| Q3 2025 | 24 | -1 | 103.21M | $13.01B | +2 | −4 |
| Q2 2025 | 23 | 0 | 91.62M | $10.13B | +1 | −1 |
| Q1 2025 | 20 | 0 | 35.24M | $4.04B | +2 | −2 |
| Q4 2024 | 20 | +1 | 37.59M | $5.12B | +1 | — |
| Q3 2024 | 18 | 0 | 26.16M | $4.90B | +1 | −1 |
| Q2 2024 | 18 | — | 29.76M | $4.46B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 7.96M | — | $1.19B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passif) | 5.81M | — | $867.74M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passif) | 5.81M | — | $867.74M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Capital World Investors ✦ | 4.39M | — | $657.38M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (passif) | 2.98M | — | $447.23M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 2.23M | — | $333.95M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 2.02M | — | $302.08M | 0.4% | n/c | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 2.02M | — | $302.08M | 0.4% | n/c | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 2.02M | — | $302.08M | 0.4% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 1.59M | — | $238.56M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.59M | — | $238.56M | 0.4% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 1.59M | — | $238.56M | 0.4% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 1.59M | — | $238.56M | 0.4% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.59M | — | $238.56M | 0.4% | n/c | 1 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 986.02K | — | $147.78M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 986.02K | — | $147.78M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Adage Capital Partners ✦ | 384.92K | — | $57.69M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 356.32K | — | $53.40M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 356.32K | — | $53.40M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 348.93K | — | $52.29M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Bridgewater Associates ✦ | 311.39K | — | $46.67M | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 118.91K | — | $17.82M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Millennium Management ✦ | 115.92K | — | $17.37M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 113.09K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 113.09K | — | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 23.88K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 19.81K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 4.71K | — | $705,288 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 925 détenteurs, 202.80M actions, $17.44B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.