Berkshire's continued large passive stake in Lennar signals long-term conviction in the homebuilding sector. Monitor for any future conversion to a 13D filing, which would indicate activist intent, but the current filing explicitly maintains passive status.
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Executive Summary
Berkshire Hathaway filed an amended Schedule 13G disclosing a 12.5% passive stake in Lennar Corporation as of September 30, 2026. The filing confirms Berkshire's continued large passive position in the homebuilder, with no change in investment intent.
Key Financial Metrics
Key Facts
- Berkshire Hathaway reports beneficial ownership of 26,034,436 shares of Lennar Class A Common Stock
- Stake represents 12.5% of outstanding shares as of September 30, 2026
- National Indemnity Company holds 21,502,349 shares (10.3%) as the largest subsidiary holder
- Filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b)
Financial Impact
Berkshire's 12.5% stake in Lennar is a significant passive position, but no dollar value is disclosed in the filing
Risk Factors
- No specific financial data or changes from prior filing are provided, limiting actionable insight
- Passive 13G status could change if Berkshire engages with management or seeks board representation
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001193125-26-417254 |
| Document: 0001193125-26-417254-index.html | 0001193125-26-417254 |
| Document: 0001193125-26-417254.txt | 0001193125-26-417254 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $532.02 $548.56 | ▲ +3.11% | ▲ +3.25% | $543.94 (+2.24%) |
Oct 12, 2026 15d ago | Institutional Cluster | $517.60 $532.23 | ▲ +2.83% | ▲ +4.32% | $543.94 (+5.09%) |
Oct 7, 2026 20d ago | SC 13G/A | $511.05 $525.68 | ▲ +2.86% | ▲ +3.14% | $543.94 (+6.44%) |
Sep 21, 2026 5w ago | 3 | $502.88 $502.31 | ▼ −0.11% | ▲ +1.07% | $543.94 (+8.17%) |
Aug 11, 2026 10w ago | 8-K | $516.15 $503.09 | ▼ −2.53% | ▼ −2.13% | $543.94 (+5.38%) |
Mar 13, 2026 32w ago | DEFA14A | $492.26 $480.00 | ▼ −2.49% | ▼ −0.45% | $543.94 (+10.50%) |
Mar 13, 2026 32w ago | DEFA14A | $492.26 $480.00 | ▼ −2.49% | ▼ −0.45% | $543.94 (+10.50%) |
Mar 5, 2026 33w ago | 8-K | $499.78 $491.74 | ▼ −1.61% | ▲ +0.63% | $543.94 (+8.84%) |
US Market Status
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