Free · no sign-up · Q2 2026

Which funds own LEN

Lennar Corp in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $1.5bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $1.5bn; as reported
Opened: 1; new this quarter
Added to: 2; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Berkshire Hathaway Inc Long-only · $299bn book	$1.2bn	0.4%	13,111,741	+$309m+3,012,099	Added
Two Sigma Investments LP Quantitative · $138bn book	$233m	0.2%	2,571,015	+$6.5m-32,922	Trimmed
Voloridge Investment Management LLC Quantitative · $23.5bn book	$50m	0.2%	546,905	opened546,905	New
Caxton Associates LLP Macro · $5.3bn book	$6.3m	0.1%	69,598	+$2.3m+24,009	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Winton Group Ltd · Quantitative$5.1m held before

Ownership through time

At least 12 of the 95 managers whose filings are on file listed LEN in Q2 2026, against 14 in Q2 2013. 1 manager fewer than in Q1 2026: 3 started positions; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Berkshire Hathaway Inc10,099,642 to 13,111,741 shares+$273m
AQR Capital Management LLC2,121,511 to 2,794,821 shares+$61m
Voloridge Investment Management LLCnew: 546,905 shares+$49m
Freestone Grove Partners LPnew: 196,944 shares+$18m
Quantbot Technologies LPnew: 34,457 shares+$3.1m

Largest decreases, by shares

Janus Henderson Group Ltd2,546,970 to 1,296,787 shares-$113m
Squarepoint Ops LLC1,040,672 to 594,448 shares-$40m
Neuberger Berman Group LLC1,131,025 to 1,047,432 shares-$7.6m
Two Sigma Investments LP2,603,937 to 2,571,015 shares-$3.0m
Tudor Investment Corp379,286 to 368,118 shares-$1.0m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Berkshire Hathaway Inc	Q1 2025	$1.2bn	$1.2bn
Capital World Investors	Q2 2013	$2.8bn	$299m
AQR Capital Management LLC	Q4 2019	$253m	$253m
Two Sigma Investments LP	Q2 2013	$233m	$233m
Janus Henderson Group Ltd	Q2 2023	$239m	$117m
Neuberger Berman Group LLC	Q2 2013	$383m	$95m
Squarepoint Ops LLC	Q4 2015	$134m	$54m
Voloridge Investment Management LLC	Q2 2014	$106m	$49m
Tudor Investment Corp	Q2 2013	$43m	$33m
Freestone Grove Partners LP	Q2 2025	$96m	$18m
Caxton Associates LLP	Q3 2013	$56m	$6.3m
Quantbot Technologies LP	Q3 2013	$4.8m	$3.1m
Fidelity (FMR LLC)	Q2 2013	$2.5bn	last listed Q3 2025
Wellington Management Group LLP	Q2 2013	$1.9bn	last listed Q3 2025
Arrowstreet Capital LP	Q1 2023	$608m	last listed Q4 2025
Lone Pine Capital LLC	Q3 2024	$549m	last listed Q4 2024
Viking Global Investors LP	Q1 2017	$502m	last listed Q2 2025
Invesco Ltd	Q4 2022	$457m	last listed Q1 2025
T. Rowe Price Associates Inc	Q2 2013	$404m	last listed Q4 2020
Third Point LLC	Q4 2017	$370m	last listed Q3 2018
D1 Capital Partners LP	Q1 2019	$363m	last listed Q1 2025
Marshall Wace LLP	Q1 2015	$302m	last listed Q3 2024

What LEN is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around LEN →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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