Acquirer’s Multiple Stock $LEN Appearing In Dalio, Simons, Greenblatt Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:

Lennar Corporation (NYSE: LEN)

After merging with CalAtlantic in February 2018, Lennar has become the largest homebuilder (by revenue) in the United States. The company’s homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar’s financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction.

A quick look at the price chart below for Lennar shows us that the stock is up 144% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 10.06, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in Lennar include:


Edgar Wachenheim – 7,543,842

Ken Fisher – 1,044,914

Jim Simons – 561,033

Israel Englander – 446,171

Cliff Asness – 411,836

Jim O’Shaughnessy – 96,074

Chris Cole – 84,043

Ken Griffin – 42,658

Joel Greenblatt – 5,688

Murray Stahl – 5,435

Ray Dalio – 3,820

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.