LEN
Homebuilders up on mortgage rate buydowns
- LEN +4.31% on the last session vs SPY +0.10%: +4.2 pts of stock-specific move.
- Homebuilders: Traders Union reports homebuilders are pulling forward sales with temporary mortgage rate buydowns. (Traders Union)
- Homebuilders basket +3.2% (+3.1 pts vs SPY; DHI +3.9%, PHM +3.1%, TOL +2.6%): the stock moved with its peers.
- Aftermath, big gain (+4.3% today so far, past its big-gain line of +2.6%): After its 58 big gains in the past 5 years, LEN was higher a day later 25 times out of 58; half the outcomes fell between -1.8% and +1.4%. History, not a forecast.
- 2 analyst actions in the past 10 days (0 positive, 1 negative); latest: Wells Fargo maintained Equal-Weight, lowered target $80.00 → $75.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Jan 9, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Feb 13 |
| Dec 19, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | 13,111,741 | $1.2B | 0.40% | +30% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 15,239 | $1.4M | 0.01% | new | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q2 2026 | 3,012,099 | $272.6M | 0.4% | Aug 14 |
| Aug 14, 2026 | Berkshire Hathaway (Warren Buffett) | 5%+ stake | SCHEDULE 13G | Aug 14 | |||
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | Added | 13F, Q1 2026 | 3,048,692 | $264.7M | 0.3% | May 15 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q4 2025 | 279,424 | $35.2M | Feb 17 | |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q3 2025 | 2,523,594 | $279.1M | Nov 14 | |
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q3 2025 | 189,524 | $23.9M | 0.9% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves