Investor
Lennar Corp /NEW/
CIK 0000920760 · filed 2026-05-13 · SEC filing
13F book
$64M
Positions
4
0 new · 1 sold
Largest name
98.9%
Opendoor Technologies Inc
Est. mark
−$16M
Price effect on 4 names still held. Flow −$92.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Opendoor Technologies Inc | — | 13.5M | $63.3M | 98.9% | −$15.6M | Cut−$46.2M |
| Opendoor Technologies Inc | — | 626.2K | $378.9K | 0.6% | −$184.7K | Held |
| Opendoor Technologies Inc | — | 626.2K | $154K | 0.2% | −$171.6K | Held |
| Opendoor Technologies Inc | — | 626.2K | $147.2K | 0.2% | −$102.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.