SEC 13F Intelligence

Miller Value Partners, LLC / LEN

Miller Value Partners, LLC’s Lennar Corp Position

Does Miller Value Partners, LLC own Lennar Corp (LEN)? Not currently — the last reported position was 545.8K shares worth $45M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$45M
Q3 2020
Shares
545.8K
% of Portfolio
+1.60%
Quarters Held
8
position exited

Position History LEN

Reported value by quarter
Q4 ’18: $57MQ4 ’18Q1 ’19: $73MQ1 ’19Q2 ’19: $72MQ2 ’19Q3 ’19: $83MQ3 ’19Q4 ’19: $83MQ4 ’19Q1 ’20: $49MQ1 ’20Q2 ’20: $59MQ2 ’20Q3 ’20: $45MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020545.8K$45M+1.60%
Q2 2020951.5K$59M+2.60%
Q1 20201.27M$49M+3.13%
Q4 20191.49M$83M+2.95%
Q3 20191.49M$83M+3.34%
Q2 20191.49M$72M+2.75%
Q1 20191.49M$73M+2.90%
Q4 20181.47M$57M+2.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Value Partners, LLC’s full portfolio or all institutional holders of LEN.