Institutional
LENNAR CORP /NEW/ (LEN, LEN-B)
CIK 0000920760
$64.0M
Reported AUM
4
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · LENNAR CORP /NEW/ (LEN, LEN-B) · Q1 2026
AI · grounded in 13F
LENNAR CORP /NEW/ (LEN, LEN-B) closed its entire position in Hippo Holdings, Inc. HIPO, reducing its holdings by $62.3M. The fund also trimmed its stake in Opendoor Technologies Inc. OPEN by 27.95%. These moves reduced the fund's total position count to four.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | OPEN | Opendoor Technologies Inc. (OPEN) | $3.82 | 4.09% | 81.90% | -78.45% | $63.3M | 98.94% | — | HELD |
| 2 | OPENW | Opendoor Technologies Inc. (OPENW) | $0.31 | 10.36% | -67.89% | -63.78% | $379K | 0.59% | — | HELD |
| 3 | OPENL | Opendoor Technologies Inc. (OPENL) | $0.18 | 8.43% | -68.18% | -60.50% | $154K | 0.24% | — | HELD |
| 4 | OPENZ | Opendoor Technologies Inc. (OPENZ) | $0.16 | 3.97% | -58.44% | -60.33% | $147K | 0.23% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-221775. 13F discloses long positions only — shorts, foreign equities, and options are excluded.