Filed: 2/17/2026ACC: 0001193125-26-054582
📋 What this filing means
LENNAR CORP /NEW/ filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $172.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$172.99M
Total AUM (reported)
22.74M
Total Shares
Allocation by class
COMMON STOCKS$171.85M99.3%
TRADABLE WARRANTS$1.14M0.7%
Portfolio Concentration
Top 3$172.41M99.7%
4–10$575.5K0.3%
Top 3 weight
99.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 22.74M
Sole
Full voting authority
22.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other5
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
Opendoor Technologies, Inc. (OPEN)
DFNDShares18.79M
TypeSH
Market value$109.52M
63.31%
Sole
18.79M
Shared
0.00
None
0.00
Hippo Holdings, Inc. (HIPO)
DFNDShares2.07M
TypeSH
Market value$62.33M
36.03%
Sole
2.07M
Shared
0.00
None
0.00
Opendoor Technologies, Inc. (OPENW)
DFNDShares626.20K
TypeSH
Market value$563.6K
0.33%
Sole
626.20K
Shared
0.00
None
0.00
Opendoor Technologies, Inc. (OPENL)
DFNDShares626.20K
TypeSH
Market value$325.6K
0.19%
Sole
626.20K
Shared
0.00
None
0.00
Opendoor Technologies, Inc. (OPENZ)
DFNDShares626.20K
TypeSH
Market value$249.9K
0.14%
Sole
626.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Opendoor Technologies, Inc. (OPEN)DFND | Common Stocks | 18.79M | SH | $109.52M 63.31% | 18.79M | 0.00 | 0.00 |
Hippo Holdings, Inc. (HIPO)DFND | Common Stocks | 2.07M | SH | $62.33M 36.03% | 2.07M | 0.00 | 0.00 |
Opendoor Technologies, Inc. (OPENW)DFND | Tradable Warrants | 626.20K | SH | $563.6K 0.33% | 626.20K | 0.00 | 0.00 |
Opendoor Technologies, Inc. (OPENL)DFND | Tradable Warrants | 626.20K | SH | $325.6K 0.19% | 626.20K | 0.00 | 0.00 |
Opendoor Technologies, Inc. (OPENZ)DFND | Tradable Warrants | 626.20K | SH | $249.9K 0.14% | 626.20K | 0.00 | 0.00 |