LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +3.8% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passivo) | 26.92M | — | $2.98B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passivo) | 21.44M | — | $2.37B | 0.0% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passivo) | 10.84M | +1.4% | $1.20B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Berkshire Hathaway ✦ | 7.05M | +265.2% | $779.69M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passivo) | 5.99M | +0.6% | $660.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passivo) | 5.99M | +0.6% | $660.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 4.72M | — | $521.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Capital World Investors ✦ | 3.25M | -26.0% | $359.87M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | Norges Bank ✦ (passivo) | 3.06M | +13.9% | $338.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Viking Global Investors ✦ | 2.52M | +86.7% | $279.13M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 43 | Arrowstreet Capital ✦ | 1.50M | -38.9% | $166.18M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 44 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.46M | -16.5% | $161.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 699.61K | -29.0% | $77.03M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 699.61K | -29.0% | $77.03M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 699.61K | -29.0% | $77.03M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 699.61K | -29.0% | $77.03M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 699.61K | -29.0% | $77.03M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 515.83K | -45.1% | $57.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 452.66K | +260.1% | $50.07M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 360.82K | +0.2% | $39.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 360.82K | +0.2% | $39.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Millennium Management ✦ | 304.10K | -61.6% | $33.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | Bridgewater Associates ✦ | 238.74K | +304.2% | $26.41M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 63 | Duquesne Family Office ✦ | 89.90K | Nuovo | $9.94M | 0.3% | New | 1 | SEC ↗ |
| 64 | Marshall Wace ✦ | 81.51K | -40.9% | $9.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Marshall Wace ✦ | 81.51K | -40.9% | $9.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 53.14K | -84.7% | $5.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 53.14K | -84.7% | $5.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 68 | Fisher Asset Management ✦ | 33.41K | -51.5% | $3.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | GAMCO Investors ✦ | 31.60K | -0.1% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | Gotham Asset Management ✦ | 5.45K | -1.0% | $602,382 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Duquesne Family Office | $9.94M | 0.3% |
Uscito
| D. E. Shaw & Co. | $18.76M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 925 detentori, 202.80M azioni, $17.44B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.