Congress trades
Lennar Corporation (LEN)
About Lennar Corporation
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Chief executive
- Stuart A. Miller
- Employees
- 12,532
- Listed since
- -
- Market value
- $20.1B
- Price to earnings
- 12.6
- Earnings per share
- $6.67
- Dividend yield
- 2.48%
Earnings
6 reported quarters · next on Sep 16, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jun 11, 2026 | $1.24 | $1.24 | $7.9B | $8.1B | EPS in lineRevenue miss |
| Mar 12, 2026 | $0.93 | $0.95 | $6.6B | $6.8B | EPS missRevenue miss |
| Dec 16, 2025 | $1.93 | $2.21 | $9.4B | $9.0B | EPS missRevenue beat |
| Sep 18, 2025 | $2.00 | $2.10 | $8.8B | $9.0B | EPS missRevenue miss |
| Jun 16, 2025 | $1.90 | $1.94 | $8.4B | $8.2B | EPS missRevenue beat |
| Mar 20, 2025 | $2.14 | $1.70 | $7.6B | $7.4B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Feb 26, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Stuart MillerExecutive Chairman | $1.0M | $25.7M | $2.8M | $29.5M |
| Diane BessetteVice President and Chief Financial Officer | $750K | $4.7M | $2.9M | $8.3M |
| Katherine Lee MartinChief Legal Officer & Corporate Secretary | $148K | $6.0M | $1.9M | $8.0M |
| David CollinsVice President, Controller | $350K | $1.0M | $921K | $2.3M |
The summary compensation table from the 2025 proxy statement, current executives only. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.7B | 18,345,964 | +0.5% | 7.56% |
| Berkshire Hathaway Inc | $1.2B | 13,111,741 | +29.8% | 5.40% |
| Vanguard Capital Management LLC | $1.2B | 13,021,553 | +0.6% | 5.37% |
| Greenhaven Associates Inc | $1.0B | 11,316,279 | +6.4% | 4.66% |
| Eagle Capital Management LLC | $967.1M | 10,686,983 | -1.8% | 4.41% |
| State Street Corp | $943.6M | 10,427,376 | +3.9% | 4.30% |
| Vanguard Portfolio Management LLC | $863.9M | 9,547,076 | +0.2% | 3.94% |
| Aristotle Capital Management, LLC | $709.1M | 7,836,325 | -6.1% | 3.23% |
| Manufacturers Life Insurance Company, The | $604.8M | 6,683,066 | +11.8% | 2.75% |
| Geode Capital Management, LLC | $525.8M | 5,832,989 | +1.4% | 2.40% |
| ACR Alpine Capital Research, LLC | $429.2M | 4,743,250 | +12.6% | 1.96% |
| Goldman Sachs Group Inc | $324.5M | 3,585,545 | +45.5% | 1.48% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in LEN
20 disclosures of 32 on record · median 29d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -10.5%S&P +20.2% · vs S&P 500 -30.7% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -32.3%S&P +9.8% · vs S&P 500 -42.1% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -25.2%S&P +11.7% · vs S&P 500 -36.9% | Dec 19, 2025 | Jan 12, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -30.4%S&P +15.5% · vs S&P 500 -45.8% | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -34.5%S&P +14.6% · vs S&P 500 -49.1% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -26.4%S&P +24.2% · vs S&P 500 -50.7% | Jun 26, 2025 | Sep 12, 2025 | 78d |
| Ritchie TorresFiled late | Stock | Purchase | $1,001 - $15,000 | -54.4%S&P +32.8% · vs S&P 500 -87.2% | Sep 26, 2024 | Aug 20, 2025 | 328d |
| Ritchie TorresFiled late | Stock | Sale | $1,001 - $15,000 | -54.4%S&P +32.8% · vs S&P 500 -87.2% | Sep 26, 2024 | Aug 20, 2025 | 328d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -28.2%S&P +30.8% · vs S&P 500 -59.0% | May 12, 2025 | Jun 22, 2025 | 41d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | -26.3%S&P +35.0% · vs S&P 500 -61.2% | May 8, 2025 | Jun 22, 2025 | 45d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -23.9%S&P +29.4% · vs S&P 500 -53.2% | May 30, 2025 | Jun 6, 2025 | 7d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -30.3%S&P +36.1% · vs S&P 500 -66.4% | Apr 1, 2025 | May 12, 2025 | 41d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -21.6%S&P +53.5% · vs S&P 500 -75.0% | Apr 8, 2025 | Apr 28, 2025 | 20d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -25.4%S&P +51.4% · vs S&P 500 -76.9% | Apr 5, 2025 | Apr 17, 2025 | 12d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | -25.4%S&P +51.4% · vs S&P 500 -76.9% | Apr 5, 2025 | Apr 17, 2025 | 12d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -29.6%S&P +36.4% · vs S&P 500 -66.0% | Mar 31, 2025 | Apr 11, 2025 | 11d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -32.6%S&P +27.6% · vs S&P 500 -60.2% | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -45.6%S&P +60.0% · vs S&P 500 -105.6% | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +9.6%S&P +91.9% · vs S&P 500 -82.3% | May 10, 2022 | Jun 10, 2022 | 31d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +169.8%S&P +218.4% · vs S&P 500 -48.5% | Mar 18, 2020 | Apr 16, 2020 | 29d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Julie Johnson | Democrat · House | $1,001 - $15,000 | <0.1% |
A further 1 member reports a position estimated under $1,000; those are not listed.
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jeffrey SonnenfeldDirector | Stock award | 341 | Aug 31, 2026 |
| Armando J. OliveraDirector | Stock award | 535 | Aug 31, 2026 |
| Serena WolfeDirector | Stock award | 14 | Jul 10, 2026 |
| Teri P. McClureDirector | Stock award | 14 | Jul 10, 2026 |
| Jeffrey SonnenfeldDirector | Stock award | 17 | Jul 10, 2026 |
| Armando J. OliveraDirector | Stock award | 19 | Jul 10, 2026 |
| Sherrill W. HudsonDirector | Stock award | 14 | Jul 10, 2026 |
| Amy BanseDirector | Stock award | 14 | Jul 10, 2026 |
| Theron I. GilliamDirector | Stock award | 14 | Jul 10, 2026 |
| Dacona SmithDirector | Stock award | 14 | Jul 10, 2026 |
| Armando J. OliveraDirector | Stock award | 501 | May 29, 2026 |
| Jeffrey SonnenfeldDirector | Stock award | 320 | May 29, 2026 |
| Stuart A. MillerExec. Chairman, CEO, President | Gift | 2,000 | May 11, 2026 |
| Dacona SmithDirector | Stock award | 12 | Apr 22, 2026 |
| Serena WolfeDirector | Stock award | 12 | Apr 22, 2026 |
| Theron I. GilliamDirector | Stock award | 12 | Apr 22, 2026 |
| Sherrill W. HudsonDirector | Stock award | 12 | Apr 22, 2026 |
| Teri P. McClureDirector | Stock award | 12 | Apr 22, 2026 |
| Amy BanseDirector | Stock award | 12 | Apr 22, 2026 |
| Armando J. OliveraDirector | Stock award | 14 | Apr 22, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Which members of Congress have traded LEN?
Alan Armstrong, Gilbert Ray Cisneros, Jr., Val T. Hoyle, Ritchie Torres, Jefferson Shreve, Michael T. McCaul and others disclosed LEN transactions in the filings shown here.
Which members of Congress hold LEN?
1 member of Congress reports a position in LEN in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Julie Johnson. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is LEN in the S&P 500 or the Nasdaq 100?
Lennar Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are LEN trades disclosed?
Congressional disclosures took a median of 29 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.