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Disclosery

EMINENCE CAPITAL, LP: LEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMINENCE CAPITAL, LP on LEN, newest first. How the timeline and the estimate are built.

EMINENCE CAPITAL, LP held 0 LEN shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -993,224 shares

    13F-HR 0001107310-26-000001 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 993,224 shares
    Change vs previous 13F -474,595 shares

    1.84% of the 13F portfolio, value $125,185,953.

    13F-HR 0001107310-25-000003 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,467,819 shares
    Change vs previous 13F -113,670 shares

    2.39% of the 13F portfolio, value $162,355,460.

    13F-HR 0001085146-25-005242 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,581,489 shares
    Change vs previous 13F +896,264 shares

    3.03% of the 13F portfolio, value $181,523,307.

    13F-HR 0001085146-25-003291 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 685,225 shares
    Change vs previous 13F +207,343 shares

    1.43% of the 13F portfolio, value $93,444,133.

    13F-HR 0001085146-25-001643 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 477,882 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $89,593,317.

    13F-HR 0001085146-24-005895 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).