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Smead Capital Management, Inc.: LEN position timeline

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

Smead Capital Management, Inc. held 2,020,441 LEN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,020,441 shares
    Change vs previous 13F +434,216 shares

    3.92% of the 13F portfolio, value $182,829,716.

    13F-HR 0001172661-26-003262 filed by Smead Capital Management, Inc.
    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 1,586,225 shares
    Change vs previous 13F -236,066 shares

    3% of the 13F portfolio, value $137,747,792.

    13F-HR 0001172661-26-001955 filed by Smead Capital Management, Inc.
    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 1,822,291 shares
    Change vs previous 13F -126,558 shares

    3.89% of the 13F portfolio, value $187,331,534.

    13F-HR 0001172661-26-000531 filed by Smead Capital Management, Inc.
    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 1,948,849 shares
    Change vs previous 13F -149,057 shares

    4.75% of the 13F portfolio, value $245,632,923.

    13F-HR 0001172661-25-004652 filed by Smead Capital Management, Inc.
    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 2,097,906 shares
    Change vs previous 13F -279,577 shares

    4.65% of the 13F portfolio, value $232,049,405.

    13F-HR 0001172661-25-003237 filed by Smead Capital Management, Inc.
    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 2,377,483 shares
    Change vs previous 13F -226,072 shares

    4.68% of the 13F portfolio, value $272,887,486.

    13F-HR 0001172661-25-001874 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,603,555 shares
    Change vs previous 13F -63,350 shares

    5.5% of the 13F portfolio, value $355,046,815.

    13F-HR 0001172661-25-000683 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,666,905 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $499,991,373.

    13F-HR 0001172661-24-004504 filed by Smead Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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