Save your place

Sign in to WhoBought

Please try again later.

Jeremy Grantham's Lennar Corporation (LEN) position

Yes: as of Q1 2026, Jeremy Grantham holds 283K shares of LEN worth $25M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
View full portfolio →
Current value
$25M
Shares held
283K
% of portfolio
0.1%
Est. average buy price (i)
$128.00
est. since Q1 2021
Quarter-end price
$86.84

Estimated trade prices

Average price in quarters with purchases
$120.38
Average prices in quarters with sales
  • Q3 2025: $124.16 (8K shares sold)
  • Q2 2025: $108.31 (63K shares sold)
  • Q3 2024: $173.06 (12K shares sold)
  • Q2 2024: $157.18 (6K shares sold)
  • Q1 2024: $155.26 (29K shares sold)
  • Q4 2023: $124.42 (30K shares sold)
  • Q3 2023: $121.18 (21K shares sold)
  • Q2 2023: $112.73 (122K shares sold)
  • Q1 2023: $99.73 (54K shares sold)
  • Q3 2022: $80.23 (32K shares sold)
  • Q4 2021: $105.60 (37K shares sold)

LEN price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$50$100$150$20020222023202420252026Added 10K shares (3.1%) · Q3 2021. Average closing price $102.23 · Price range $93.68–$108.8410KsharespurchasedSold 37K shares (11.6%) · Q4 2021. Average closing price $105.60 · Price range $91.85–$116.9137KsharessoldAdded 26K shares (9.2%) · Q1 2022. Average closing price $93.07 · Price range $81.17–$112.5426KsharespurchasedAdded 88K shares (28.7%) · Q2 2022. Average closing price $75.69 · Price range $64.49–$83.4388KsharespurchasedSold 32K shares (8.0%) · Q3 2022. Average closing price $80.23 · Price range $73.44–$88.2732KsharessoldAdded 10K shares (2.8%) · Q4 2022. Average closing price $83.66 · Price range $71.38–$94.2910KsharespurchasedSold 54K shares (14.4%) · Q1 2023. Average closing price $99.73 · Price range $91.98–$108.0854KsharessoldSold 122K shares (38.2%) · Q2 2023. Average closing price $112.73 · Price range $102.06–$126.06122KsharessoldSold 21K shares (10.6%) · Q3 2023. Average closing price $121.18 · Price range $111.70–$133.2421KsharessoldSold 30K shares (17.1%) · Q4 2023. Average closing price $124.42 · Price range $103.07–$154.8130KsharessoldSold 29K shares (19.7%) · Q1 2024. Average closing price $155.26 · Price range $145.07–$171.9829KsharessoldSold 6K shares (4.8%) · Q2 2024. Average closing price $157.18 · Price range $148.72–$170.856KsharessoldSold 12K shares (10.5%) · Q3 2024. Average closing price $173.06 · Price range $142.50–$192.4512KsharessoldAdded 139K shares (138.9%) · Q4 2024. Average closing price $167.86 · Price range $136.20–$188.93139KsharespurchasedAdded 57K shares (24.0%) · Q1 2025. Average closing price $125.69 · Price range $113.93–$141.5457KsharespurchasedSold 63K shares (21.4%) · Q2 2025. Average closing price $108.31 · Price range $102.76–$115.6663KsharessoldSold 8K shares (3.4%) · Q3 2025. Average closing price $124.16 · Price range $107.73–$142.408KsharessoldAdded 14K shares (6.2%) · Q4 2025. Average closing price $120.80 · Price range $102.80–$133.1314KsharespurchasedAdded 43K shares (18.1%) · Q1 2026. Average closing price $108.02 · Price range $84.88–$123.3243Ksharespurchased← Earlier —1 purchase
Average closing price · filing quarter
$108.02
Price range · filing quarter
$84.88 – $123.32
Sign in to see who bought

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +43K +$4.7M +18.1% 283K May 14, 2026
Q4 2025 Added +14K +$1.7M +6.2% 239K Feb 17, 2026
Q3 2025 Reduced −8K −$984K −3.4% 225K Nov 13, 2025
Q2 2025 Reduced −63K −$6.9M −21.4% 233K Aug 13, 2025
Q1 2025 Added +57K +$7.2M +24.0% 297K May 14, 2025
Q4 2024 Added +139K +$23M +138.9% 239K Feb 13, 2025
Q3 2024 Reduced −12K −$2.0M −10.5% 100K Nov 13, 2024
Q2 2024 Reduced −6K −$882K −4.8% 112K Aug 13, 2024
Q1 2024 Reduced −29K −$4.5M −19.7% 117K May 14, 2024
Q4 2023 Reduced −30K −$3.7M −17.1% 146K Feb 13, 2024
Q3 2023 Reduced −21K −$2.5M −10.6% 176K Nov 13, 2023
Q2 2023 Reduced −122K −$14M −38.2% 197K Aug 14, 2023
Q1 2023 Reduced −54K −$5.4M −14.4% 319K May 12, 2023
Q4 2022 Added +10K +$837K +2.8% 373K Feb 13, 2023
Q3 2022 Reduced −32K −$2.5M −8.0% 363K Nov 10, 2022
Q2 2022 Added +88K +$6.7M +28.7% 395K Aug 12, 2022
Q1 2022 Added +26K +$2.4M +9.2% 307K May 13, 2022
Q4 2021 Reduced −37K −$3.9M −11.6% 281K Feb 11, 2022
Q3 2021 Added +10K +$981K +3.1% 318K Nov 12, 2021
Q2 2021 Added +58K +$5.8M +23.2% 308K Aug 12, 2021
Q1 2021 First covered – – – 250K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own LEN?

Yes. As of Q1 2026, Jeremy Grantham disclosed 283K shares of LEN, worth $25M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy LEN?

Jeremy Grantham held LEN since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell LEN?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in LEN. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of LEN does Jeremy Grantham own?

Jeremy Grantham disclosed 283K shares of LEN as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for LEN?

Jeremy Grantham began building the LEN position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.