| Quarter | Score |
|---|---|
| 2022-Q1 | 53.5 |
| 2022-Q3 | 41.0 |
| 2022-Q4 | 50.6 |
| 2023-Q2 | 41.6 |
| 2023-Q3 | 49.5 |
| 2023-Q4 | 66.4 |
| 2024-Q1 | 71.4 |
| 2024-Q2 | 72.5 |
| 2024-Q3 | 57.5 |
| 2024-Q4 | 57.5 |
| 2025-Q1 | 90.2 |
| 2025-Q2 | 85.9 |
| 2025-Q3 | 87.0 |
| 2025-Q4 | 84.7 |
| 2026-Q1 | 82.8 |
| 2026-Q2 | 82.5 |
Solid consensus with smart money net adding at reasonable prices
Trading 44.0% below funds' estimated purchase price
3 of 18 tracked funds hold LEN. Avg conviction: 1.5%. Net holding. First tracked at $137.62 (current -44.0% vs tracked).
Oakcliff Capital Partners has 4.0% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oakcliff Capital Partners | 4.0% | Hold |
| Berkshire Hathaway | 0.4% | Add |
| Citadel Advisors | 0.0% | Reduce |