Lennar (LEN) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 3 calls on Lennar (LEN) from 3 tracked investors: 1 bullish, 0 bearish and 2 neutral. The most recent is neutral, posted by @JohnHuber72 on Oct 14, 2026 when LEN last closed at $73.53. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on LEN?
Consensus: bullish. Every current directional call on LEN points the same way (John Mihaljevic (@mihaljevic)). Colin King (@valuedontlie) and John Huber (@JohnHuber72) take a neutral or watch-only view, which is the closest thing to dissent here.
Every logged LEN call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 14, 2026 | John Huber (@JohnHuber72) | Neutral / watch | $73.53 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 14, 2026 | Colin King (@valuedontlie) | Neutral / watch | $73.53 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 14, 2026 | John Mihaljevic (@mihaljevic) | Bullish (long) | $74.92 | Open; scored 180 days after the post | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for LEN
- Bullish on Lennar at current levels with Berkshire buying more; long-term constructive, not for the impatient. (John Mihaljevic (@mihaljevic), Oct 14, 2026; source)
The bear case for LEN
No tracked investor has a current bearish thesis on LEN.
Neutral and watch-list views
- Agrees Lennar capital allocation has been head-scratching; contrasts LEN with Pulte (PHM), which created more value via buybacks instead of VC-type investments. (John Huber (@JohnHuber72), Oct 14, 2026; source)
- Questions whether Lennar is the right housing/building stock to own for a 1-5 year bet even though Berkshire owns a large stake. (Colin King (@valuedontlie), Oct 14, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @JohnHuber72 (Oct 14, 2026): "Capital allocation at LEN has been head scratching the last few years."
- @mihaljevic (Oct 14, 2026): "Lennar $LEN is at a really interesting level right now, and Berkshire has been in the market buying more."
Track records of the players calling LEN
| Player | Calls on LEN | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| John Huber (@JohnHuber72) | 1 | 5-6 | .455 | +9.6 | Unranked (career): 11 of the 15 scored calls needed, 4 to go |
| John Mihaljevic (@mihaljevic) | 1 | 0-0 | - | - | No scored calls yet |
| Colin King (@valuedontlie) | 1 | 11-8 | .579 | +35.1 | Ranked #5 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Lennar (LEN)?
As of November 5, 2026, @mihaljevic has logged bullish calls on LEN. Current bullish voices: @mihaljevic.
Who is bearish on LEN?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on LEN.
What is the consensus on LEN among tracked investors?
Current calls on LEN lean bullish; no tracked investor is on the other side right now.
What price was LEN at when these calls were made?
Prices at call ranged from $73.53 to $74.92. The most recent call was made when LEN last closed at $73.53. We use the last close known when each post went up.
How have past LEN calls performed?
No LEN call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on LEN?
Consensus: bullish. Every current directional call on LEN points the same way (John Mihaljevic (@mihaljevic)). Colin King (@valuedontlie) and John Huber (@JohnHuber72) take a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the LEN page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.