SEC 13F Intelligence

Wedge Capital Management L L P/Nc / LEN

Wedge Capital Management L L P/Nc’s Lennar Corp Position

Does Wedge Capital Management L L P/Nc own Lennar Corp (LEN)? Not currently — the last reported position was 252.0K shares worth $38M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$38M
Q2 2024
Shares
252.0K
% of Portfolio
+0.67%
Quarters Held
16
position exited

Position History LEN

Reported value by quarter
Q1 ’20: $34MQ1 ’20Q2 ’20: $30MQ3 ’20: $27MQ3 ’20Q4 ’20: $30MQ1 ’21: $38MQ1 ’21Q2 ’21: $30MQ3 ’21: $27MQ3 ’21Q4 ’21: $43MQ1 ’22: $37MQ1 ’22Q2 ’22: $30MQ1 ’23: $28MQ1 ’23Q2 ’23: $29MQ3 ’23: $33MQ3 ’23Q4 ’23: $49MQ1 ’24: $46MQ1 ’24Q2 ’24: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024252.0K$38M+0.67%
Q1 2024269.4K$46M+0.75%
Q4 2023325.8K$49M+0.87%
Q3 2023291.7K$33M+0.65%
Q2 2023234.6K$29M+0.47%
Q1 2023268.8K$28M+0.48%
Q2 2022422.2K$30M+0.47%
Q1 2022452.8K$37M+0.50%
Q4 2021367.5K$43M+0.53%
Q3 2021283.4K$27M+0.34%
Q2 2021300.3K$30M+0.37%
Q1 2021380.1K$38M+0.46%
Q4 2020393.4K$30M+0.35%
Q3 2020333.6K$27M+0.36%
Q2 2020491.6K$30M+0.42%
Q1 2020877.2K$34M+0.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of LEN.