Key Takeaways
- • ACR Alpine Capital Research, LLC added 635,960 shares of Lennar Corporation (NYSE: LEN) to its portfolio, according to a new SEC 13F filing covering the September 30, 2026 reporting period.
- • Across institutional filings, 448 investors added LENNAR shares and 477 decreased positions in the most recent quarter, per Quiver Quantitative.
- • Berkshire Hathaway added 3,012,099 shares (+29.8%) in Q2 2026, an estimated $272.6 million position, and has made 29 insider purchases over the past six months totaling 4,758,747 shares, an estimated $382.9 million.
- • Principal Financial Group cut its stake by 2,474,325 shares (-72.4%) in Q3 2026, an estimated $201.9 million reduction.
- • Eight analysts issued price targets over the past six months, with a median target of $85.5.
Summary
ACR Alpine Capital Research, LLC added 635,960 shares of Lennar Corporation (LEN) to its portfolio, according to a new SEC 13F filing, as reported by Quiver Quantitative. The disclosure reflects the fund's holdings for the September 30, 2026 reporting period.
Quiver Quantitative's institutional holdings data shows mixed activity in the stock. 448 institutional investors added LENNAR shares in their most recent quarter, while 477 reduced positions. Among the largest recent moves, Berkshire Hathaway added 3,012,099 shares (+29.8%) in Q2 2026, an estimated $272.6 million. Sixth Street Partners Management Company added 1,881,868 shares, JPMorgan Chase added 1,812,326 shares, Greenhaven Associates added 1,738,824 shares (+15.4%) in Q3 2026, and Goldman Sachs Group added 1,121,167 shares (+45.5%) in Q2 2026. On the sell side, Principal Financial Group removed 2,474,325 shares (-72.4%) in Q3 2026, an estimated $201.9 million, and First Trust Advisors LP removed 898,880 shares (-76.5%) in Q2 2026.
Insider activity was concentrated in purchases. Per Quiver Quantitative, LENNAR insiders made 29 open-market purchases and no sales over the past six months. All of these were attributed to Berkshire Hathaway, which bought 4,758,747 shares for an estimated $382.9 million.
Analyst coverage over the past six months includes eight price targets with a median of $85.5. Recent targets included UBS (John Lovallo) at $94.0, Wells Fargo (Sam Reid) at $90.0, Evercore ISI (Stephen Kim) at $87.0, RBC Capital (Mike Dahl) at $85.0, Barclays (Matthew Bouley) at $79.0, JP Morgan (Michael Rehaut) at $77.0, and B of A Securities (Rafe Jadrosich) at $77.0, all dated June 2026.
Quiver Quantitative cautions that these estimates may contain inaccuracies due to filing errors, parsing errors, or other anomalies.
Quiver Quantitative's institutional holdings data shows mixed activity in the stock. 448 institutional investors added LENNAR shares in their most recent quarter, while 477 reduced positions. Among the largest recent moves, Berkshire Hathaway added 3,012,099 shares (+29.8%) in Q2 2026, an estimated $272.6 million. Sixth Street Partners Management Company added 1,881,868 shares, JPMorgan Chase added 1,812,326 shares, Greenhaven Associates added 1,738,824 shares (+15.4%) in Q3 2026, and Goldman Sachs Group added 1,121,167 shares (+45.5%) in Q2 2026. On the sell side, Principal Financial Group removed 2,474,325 shares (-72.4%) in Q3 2026, an estimated $201.9 million, and First Trust Advisors LP removed 898,880 shares (-76.5%) in Q2 2026.
Insider activity was concentrated in purchases. Per Quiver Quantitative, LENNAR insiders made 29 open-market purchases and no sales over the past six months. All of these were attributed to Berkshire Hathaway, which bought 4,758,747 shares for an estimated $382.9 million.
Analyst coverage over the past six months includes eight price targets with a median of $85.5. Recent targets included UBS (John Lovallo) at $94.0, Wells Fargo (Sam Reid) at $90.0, Evercore ISI (Stephen Kim) at $87.0, RBC Capital (Mike Dahl) at $85.0, Barclays (Matthew Bouley) at $79.0, JP Morgan (Michael Rehaut) at $77.0, and B of A Securities (Rafe Jadrosich) at $77.0, all dated June 2026.
Quiver Quantitative cautions that these estimates may contain inaccuracies due to filing errors, parsing errors, or other anomalies.
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