Lennar Corp.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Lennar Corp. reported 1 stock position worth $63.3 million. Its top holding was Opendoor Technologies (OPEN) at 100.0% of the portfolio. Compared with Q4 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Hippo (HIPO).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0000920760
Portfolio Value
$63.3M (Q1 2026)
SEC Filing
0001193125-26-221775 ↗ filed May 13, 2026

Holdings Value

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

Holdings 1 stocks · $63.3M
OPEN Opendoor Technologies Inc. 100.00% 13,534,807 $63.3M Reduce -27.9%
Other holdings (3): bonds, preferreds, convertibles and warrants · $680K (not counted above)
SecurityClassShares / PrincipalValueChange
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$379KNo change
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$154KNo change
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 626,198$147KNo change

Total filed on the 13F, all lines: $64.0M.

Portfolio Sells Q4 2025 → Q1 2026
HIPO Hippo Holdings Inc. Sold out 0.00% −36.27
OPEN Opendoor Technologies Inc. Reduce -27.9% 100.00% +36.27

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

All Filings

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