LEN
Lennar Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Lennar has 4 disclosed suppliers and 1 disclosed customer in SEC filings.
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+1.71%
vs ±5.4% implied · ×0.32
shaded = implied · ▲▼ = realized
Lennar Corp
86.95
+1.49 · +1.74%
post 86.71 −0.27%
SentenceFor 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.
basisMRP FY2025 revenue $600MLEN FY2025 revenue $34.2BFY mismatch
Table…uilders at Sky Ranch account for lot purchase revenue but also for water and wastewater tap fees revenue. F-28 Table of Contents Year Ended % of Total Revenue Generated From
| Lennar | | 20% | | 24% |
SentenceCPP 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").
Expected move
Inputsspot 86.94exp Dec 18ATM strike 85ATM straddle 11.60IV 46%