Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LEN revenue | Skew |
|---|---|---|---|
| MRPMillrose Properties, Inc. | 88.00% | 1.55% | 57× |
| PCYOPure Cycle Corp | 20.00% | 0.02% | 1,310× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For the year ended December 31, 2025, our total option fee revenues from Lennar, which include option fee revenues under the Master Program Agreement and Lennar Related Ventures, were $501.5 million, or 88% of our total annual option fee revenues.”
$528M relationship57× more of MRP’s book than LEN’s
basisMRP fy2025 · closed 2025-12 $600MLEN fy2025 · closed 2025-11 $34.2B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0002017206-26-000002cik 0002017206disclosed by MRP
“CPP sells products throughout North America, Australia, New Zealand, the U.K. and Ireland through (1) home centers, such as The Home Depot, Inc. ("Home Depot"), Lowe's Companies Inc. ("Lowe's"), Rona Inc., Bunnings Warehouse ("Bunnings") and Woodies (with the average length of the relationship with these customers being approximately 30 years); (2) mass market, specialty, and hardware retailers including Tractor Supply Corporation ("Tractor Supply"), Wal-Mart Stores Inc. ("Walmart"), Target Corporation ("Target"), Canadian Tire Corporation, Limited ("Canadian Tire"), Costco Wholesale Corporation ("Costco"), Ace, Do-It-Best and True Value Company; (3) industrial distributors, such as W.W. Grainger, Inc. and ORS Nasco; (4) homebuilders, such as D.R. Horton, KB Home, Lennar and NVR, Inc.; and (5) E-commerce platforms, such as Amazon Inc. ("Amazon"), Wayfair Inc., ("Wayfair), Hayneedle Inc., "(Hayneedle"), Beyond, Inc. ("Beyond"), and Spreetail LLC. ("Spreetail").”
FILING10-K0000050725-24-000152cik 0000050725disclosed by GFF
“Lennar 20 % 24 %”
$5M relationship1,310× more of PCYO’s book than LEN’s
basisPCYO fy2025 · closed 2025-08 $26MLEN fy2025 · closed 2025-11 $34.2B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“In connection with the Spin-Off, Lennar contributed $5.5 billion in land assets and cash of $1 billion to the Company.”
FILING10-K0001193125-25-068773cik 0002017206disclosed by MRP
“We have partnered with insurance agencies affiliated with national homebuilders such as D.R. Horton, Homefirst, KB Home, Lennar, Toll Brothers and Pulte.”
FILING10-K0002007587-26-000016cik 0002007587disclosed by AII
Watchlist prices, news filtered to it, and its next report on your desk.
Prev close 80.10 · gapped below the open, then crossed back over prior close. High/low 80.42 at 1:30 pm ET, 79.08 at 6:30 am ET.
Lennar Corp /new/
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · General Bldg Contractors - Residential Bldgs
Lennar Corp /new/ has 4 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Lennar Corp /new/’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LEN (Lennar Corp /new/) has 4 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GFF +0.51%, in industrials & materials.