Lennar Corp.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Lennar Corp. reported 2 stock positions worth $171.8 million. Its top holding was Opendoor Technologies (OPEN) at 63.7% of the portfolio, followed by Hippo (HIPO, 36.3%).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0000920760
Portfolio Value
$171.8M (Q4 2025)
SEC Filing
0001193125-26-054582 ↗ filed Feb 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $171.8M $171.8M Q4 2025 Q1 2026: $63.3M Q1 2026 Q2 2026: $62.5M Q2 2026

Holdings 2 stocks · $171.8M

OPEN Opendoor Technologies Inc. 63.73% 18,785,943 $109.5M —
HIPO Hippo Holdings Inc. 36.27% 2,071,997 $62.3M —
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
SecurityClassShares / PrincipalValueChange
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$564K—
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$326K—
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$250K—

Total filed on the 13F, all lines: $173.0M.

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$62.5MOPEN
Q1 2026 1$63.3MOPEN
Q4 2025 2$171.8MOPEN, HIPO