LENNAR CORP /NEW/

CIK 0000920760 · Q1 2026

13F Equity AUM

$64.0M

-63.0% QoQ

Positions

-1 QoQ

AUM Rank

#10,575

Top 85%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

OPEN98.9%

OPENW0.6%

OPENL0.2%

OPENZ0.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Real Estate98.9%

Other1.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 4Median: 0.42%Avg: 25.00%

0–0.5%

2(0.5%)

0.5–1%

1(0.6%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

1(98.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1Unique: 3vs 20 funds

0%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 8 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

VANGUARD CAPITAL MANAGEMENT LLC

STATE STREET CORP

VANGUARD PORTFOLIO MANAGEMENT LLC

MORGAN STANLEY

GEODE CAPITAL MANAGEMENT, LLC

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased0Decreased1Exited1

Decreased

OPEN98.9%

-5,251,136(-28%)

Exited

HIPOGBP

-2,071,997

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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