| Quarter | Score |
|---|---|
| 2013-Q2 | 49.9 |
| 2013-Q3 | 51.3 |
| 2013-Q4 | 51.8 |
| 2014-Q1 | 49.9 |
| 2014-Q2 | 50.1 |
| 2014-Q3 | 50.3 |
| 2018-Q1 | 50.8 |
| 2018-Q2 | 50.9 |
| 2018-Q3 | 50.1 |
| 2019-Q2 | 50.9 |
| 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 | 80.5 |
| 2024-Q4 | 77.3 |
| 2025-Q1 | 39.6 |
| 2025-Q2 | 71.3 |
| 2025-Q3 | 70.1 |
| 2025-Q4 | 69.5 |
| 2026-Q1 | 69.7 |
| 2026-Q2 | 70.1 |
Solid consensus with smart money net adding at reasonable prices
Trading 30.9% below funds' estimated purchase price
2 of 16 tracked funds hold LEN. Avg conviction: 2.2%. Net adding. First tracked at $112.70 (current -30.9% vs tracked).
Oakcliff Capital Partners has 4.0% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 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 |