Delphi Management Inc /Ma/ / LEN
Delphi Management Inc /Ma/’s Lennar Corp Position
Does Delphi Management Inc /Ma/ own Lennar Corp (LEN)? Not currently — the last reported position was 10.6K shares worth $1M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$1M
Q3 2025
Shares
10.6K
% of Portfolio
+1.24%
Quarters Held
16
position exited
Position History LEN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 10.6K | $1M | +1.24% |
| Q2 2025 | 10.7K | $1M | +1.14% |
| Q1 2025 | 9.4K | $1M | +1.10% |
| Q4 2024 | 8.5K | $1M | +1.12% |
| Q2 2024 | 10.7K | $2M | +1.31% |
| Q1 2024 | 10.4K | $2M | +1.38% |
| Q4 2023 | 10.9K | $1M | +1.25% |
| Q2 2023 | 11.0K | $1M | +1.43% |
| Q4 2021 | 13.9K | $2M | +1.52% |
| Q3 2021 | 13.5K | $1M | +1.30% |
| Q2 2021 | 14.6K | $1M | +1.39% |
| Q1 2021 | 14.9K | $2M | +1.60% |
| Q3 2019 | 9.4K | $523,000 | +0.51% |
| Q2 2019 | 10.2K | $493,000 | +0.44% |
| Q1 2019 | 12.6K | $617,000 | +0.57% |
| Q4 2018 | 12.5K | $489,000 | +0.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of LEN.