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Oakcliff Capital Partners, LP: LEN position timeline

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

Oakcliff Capital Partners, LP held 118,000 LEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,000 shares
    Change vs previous 13F 0 shares

    3.98% of the 13F portfolio, value $10,677,820.

    13F-HR 0001172661-26-003363 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 118,000 shares
    Change vs previous 13F 0 shares

    4.52% of the 13F portfolio, value $10,247,120.

    13F-HR 0001172661-26-002106 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 118,000 shares
    Change vs previous 13F 0 shares

    5.2% of the 13F portfolio, value $12,130,400.

    13F-HR 0001172661-26-001030 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 118,000 shares
    Change vs previous 13F 0 shares

    6.42% of the 13F portfolio, value $14,872,720.

    13F-HR 0001172661-25-004906 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 118,000 shares
    Change vs previous 13F +14,000 shares

    6.52% of the 13F portfolio, value $13,051,980.

    13F-HR 0001172661-25-003336 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 104,000 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $11,937,120.

    13F-HR 0001172661-25-001957 filed by Oakcliff Capital Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

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