LEN-BLENNAR CORP

Accumulate58

Mixed Signals

Smart Money Trend

High 58Low 31+6.3 since 24-Q3

View as data table

Quarter	Score
2024-Q3	51.6
2024-Q4	51.6
2025-Q1	30.5
2025-Q2	32.4
2025-Q3	32.3
2025-Q4	57.6
2026-Q1	32.5
2026-Q2	57.9

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 9:43 PM ET

$76.7141.4% belowvs tracked

Investor Action VerdictAccumulate

Solid consensus with smart money net adding at reasonable prices

Superinvestor Flow

Heavy Accumulation

Why This Verdict

•Consensus score of 57.9/100 (Mixed Signals) held by 2 funds.
•Unanimous buying: 2 funds accumulating (1 new, 1 adds) with 0 selling.
•Favorable valuation: trading 41.4% below funds' estimated cost basis (discount entry).
•Score trend: +25.4 pts vs previous quarter.

Entry Timing & ZoneDiscount Entry

Trading 41.4% below funds' estimated purchase price

Current Price:$76.71

Funds' Basis:~$130.82

Aggregate Fund Flow (LEN-B)

Heavy Accumulation(+75 score)

Net: +2 funds

2 Buyers(1 new)0 Holds0 Sellers

2 active funds

2 of 18 tracked funds hold LEN-B. Avg conviction: 0.0%. Net adding. First tracked at $130.82 (current -41.4% vs tracked).

Am I Late?

41.4% belowtheir avg tracked price

Tracked: $130.82Current: $76.71

Per-fund first tracked prices

Berkshire Hathaway$172.94(2024-Q3)

Citadel Advisors$88.71(2026-Q2)

How Convicted?

0.0%avg portfolio allocation

Berkshire Hathaway has 0.0% in this stock

Top 5 (0)Mid (0)Small (2)

Fund breakdown

Berkshire HathawayCitadel Advisors

Which Way Is the Wind Blowing?

Heavy Accumulation(+75 score)

Net: +2 funds

2 Buyers(1 new)0 Holds0 Sellers

2 active funds

Per-fund actions

Berkshire HathawayAdd

Citadel AdvisorsNew Buy

Did It Work?

-34.6%avg return since tracked

Benchmark comparison unavailable

Per-fund returns

Berkshire Hathaway-55.6%(from $172.94)

Citadel Advisors-13.5%(from $88.71)

About this data

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.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Berkshire Hathaway	0.0%	$26.4M	$172.94	Add
Citadel Advisors	0.0%	$3.6M	$88.71	New Buy