13F ticker
LEN
Summary
Fund evidence
4Q flow window
Rank
6
Managers
14
Net value
$530.4M
Conviction
0.289
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F
Latest institutional flows
2026 Q2 · 4-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.
| Rank | Ticker | Flow score | Flow managers | Adds / increases | Trims / exits | Net shares / units Δ | Value Δ · price-sensitive | Weighted flow |
|---|---|---|---|---|---|---|---|---|
| 6 | 85.5 | 19 | 21 | 22 | +12,790,510 | $530.4M | 0.289 |
Latest quarter
Fresh flow rows
| Ticker | State | Managers | Adds | Trims | Net value | Driver |
|---|
Manager ledger
Who changed the position
| Manager | Lifecycle | Shares Δ | Value Δ | Weight | Evidence |
|---|---|---|---|---|---|
| Berkshire Hathaway | BUILD | 3,012,099 | $309.4M | 0.4% | A |
| Viking Global Investors | EXIT | -2,523,594 | -$279.1M | 0.6% | A |
| EAGLE CAPITAL MANAGEMENT LLC | BUILD | 418,386 | $192.2M | 3.6% | A |
| Smead Capital Management, Inc. | FIRST_OBSERVED | 1,822,291 | $187.3M | 3.9% | B |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -105,757 | -$184.5M | 3.1% | A |
| Greenhaven Associates | BUILD | 440,753 | -$179.0M | 22.1% | A |
| Greenhaven Associates | BUILD | 159,809 | $166.6M | 18.4% | A |
| Berkshire Hathaway | CORE | 0 | -$163.9M | 0.3% | A |
| Berkshire Hathaway | BUILD | 3,048,692 | $152.2M | 0.3% | A |
| Greenhaven Associates | BUILD | 537,984 | -$114.4M | 18.8% | A |
| Berkshire Hathaway | BUILD | 1,957 | $109.0M | 0.3% | A |
| D. E. Shaw & Co., Inc. | FIRST_OBSERVED | 980,875 | $100.8M | 0.1% | C |
| Greenhaven Associates | BUILD | 684,148 | $100.7M | 13.1% | A |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 802,842 | $82.5M | 0.0% | C |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 635,500 | $65.3M | 0.0% | C |
| EAGLE CAPITAL MANAGEMENT LLC | BUILD | 1,531,169 | -$62.3M | 3.5% | A |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 595,228 | $61.2M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | TRIM | -510,519 | -$57.1M | 0.0% | C |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | -515,833 | -$57.1M | 0.1% | C |
| RENAISSANCE TECHNOLOGIES LLC | INITIATION | 504,639 | $51.9M | 0.1% | C |
| Smead Capital Management, Inc. | TRIM | -236,066 | -$49.6M | 3.6% | B |
| Smead Capital Management, Inc. | BUILD | 434,216 | $45.1M | 3.6% | B |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 424,200 | $43.6M | 0.0% | C |
| TWO SIGMA ADVISERS, LP | BUILD | 461,770 | $42.5M | 0.1% | C |
| Brave Warrior Advisors | TRIM | -1,364 | -$38.6M | 5.3% | A |
| TWO SIGMA ADVISERS, LP | TRIM | -374,100 | -$38.1M | 0.1% | C |
| Duquesne Family Office | EXIT | -279,424 | -$35.2M | 0.6% | A |
| D. E. Shaw & Co., Inc. | TRIM | -408,506 | -$33.2M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 364,800 | $30.5M | 0.0% | C |
| CITADEL ADVISORS LLC | TRIM | -220,152 | -$28.6M | 0.0% | C |
| Duquesne Family Office | BUILD | 189,524 | $25.3M | 0.6% | A |
| Grantham, Mayo, Van Otterloo & Co. LLC | FIRST_OBSERVED | 239,163 | $24.6M | 0.1% | C |
| CITADEL ADVISORS LLC | BUILD | 235,600 | $23.0M | 0.0% | C |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -193,472 | $22.2M | 2.5% | A |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 214,700 | $22.1M | 0.0% | C |
| MARSHALL WACE, LLP | FIRST_OBSERVED | 205,837 | $21.2M | 0.0% | C |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | -127,400 | -$19.1M | 0.1% | C |
| MARSHALL WACE, LLP | TRIM | -176,405 | -$18.6M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | TRIM | -170,200 | -$18.2M | 0.0% | C |
| Slate Path Capital LP | INITIATION | 124,102 | $15.6M | 0.2% | A+ |
| Slate Path Capital LP | EXIT | -124,102 | -$15.6M | 0.2% | A+ |
| Brave Warrior Advisors | TRIM | -151,621 | $14.2M | 5.4% | A |
| MILLENNIUM MANAGEMENT LLC | TRIM | -149,468 | -$12.5M | 0.0% | C |
| Point72 Asset Management, L.P. | FIRST_OBSERVED | 120,400 | $12.4M | 0.0% | C |
| D. E. Shaw & Co., Inc. | BUILD | 52,364 | -$11.1M | 0.0% | C |
| CITADEL ADVISORS LLC | BUILD | 243,100 | $11.0M | 0.0% | C |
| Point72 Asset Management, L.P. | FIRST_OBSERVED | 83,100 | $8.5M | 0.0% | C |
| Gotham Asset Management, LLC | BUILD | 82,636 | $7.5M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 72,700 | $7.5M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | TRIM | -80,700 | -$5.7M | 0.0% | C |
| Brave Warrior Advisors | TRIM | -36,873 | $5.5M | 4.4% | A |
| Brave Warrior Advisors | BUILD | 405,908 | -$4.9M | 5.5% | A |
| D. E. Shaw & Co., Inc. | FIRST_OBSERVED | 45,000 | $4.6M | 0.0% | C |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | -55,100 | -$3.6M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 37,800 | $3.6M | 0.0% | C |
| Point72 Asset Management, L.P. | TRIM | -24,100 | -$3.4M | 0.0% | C |
| Grantham, Mayo, Van Otterloo & Co. LLC | BUILD | 25,784 | $3.4M | 0.1% | C |
| CITADEL ADVISORS LLC | BUILD | 43,300 | -$3.0M | 0.0% | C |
| Oakcliff Capital Partners | CORE | 0 | -$2.7M | 6.1% | A |
| Point72 Asset Management, L.P. | TRIM | -6,500 | -$2.5M | 0.0% | C |
| Oakcliff Capital Partners | CORE | 0 | -$1.9M | 5.0% | A |
| Oakcliff Capital Partners | CORE | 0 | $1.8M | 6.4% | A |
| CITADEL ADVISORS LLC | TRIM | -33,484 | -$1.7M | 0.0% | C |
| D. E. Shaw & Co., Inc. | BUILD | 15,000 | $1.5M | 0.0% | C |
| CITADEL ADVISORS LLC | TRIM | -51,600 | -$1.5M | 0.0% | C |
| Bridgewater Associates, LP | INITIATION | 15,239 | $1.4M | 0.0% | C |
| MARSHALL WACE, LLP | TRIM | -13,316 | -$1.1M | 0.0% | C |
| Gotham Asset Management, LLC | TRIM | -6,145 | -$729.1K | 0.0% | C |
| D. E. Shaw & Co., Inc. | CORE | 0 | -$718.2K | 0.0% | C |
| Gotham Asset Management, LLC | BUILD | 6,825 | $575.5K | 0.0% | C |
| D. E. Shaw & Co., Inc. | INITIATION | 4,900 | $443.4K | 0.0% | C |
| Oakcliff Capital Partners | CORE | 0 | $430.7K | 3.9% | A |
| Point72 Asset Management, L.P. | TRIM | -1,600 | $271.0K | 0.0% | C |
| Point72 Asset Management, L.P. | BUILD | 200 | $233.4K | 0.0% | C |
| Gotham Asset Management, LLC | TRIM | -21 | $81.4K | 0.0% | C |
| Grantham, Mayo, Van Otterloo & Co. LLC | BUILD | 43,392 | -$48.9K | 0.1% | C |
Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.