SEC 13F Intelligence

Covalent Partners LLC / LEN

Covalent Partners LLC’s Lennar Corp Position

Does Covalent Partners LLC own Lennar Corp (LEN)? Not currently — the last reported position was 33.4K shares worth $2M in Q1 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2019
Shares
33.4K
% of Portfolio
+3.12%
Quarters Held
2
position exited

Position History LEN

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $2MQ1 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q1 201933.4K$2M+3.12%
Q4 2018107.9K$4M+6.83%

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