Harbor Large Cap Value Fund Q4 2025 Portfolio Review

During the fourth quarter, the Harbor Large Cap Value Fund returned 1.26%, underperforming its benchmark, the Russell 1000® Value Index, which returned 3.81%, and underperforming the 2.66% return of the S&P 500 Index. The top five contributors to relative performance during the fourth quarter were: Parker Hannifin, Capital One Financial, Amgen, Merck, and Danaher. The bottom five detractors from relative performance were: Lennar, Uber, Sony, Microsoft, and Teledyne Technologies.

Seeking Alpha • Feb 23, 2026

Why Lennar (LEN) Dipped More Than Broader Market Today

The latest trading day saw Lennar (LEN) settling at $116.12, representing a -4.24% change from its previous close.

Zacks Investment Research • Feb 20, 2026

Lennar Stake Lifts Opendoor Stock Before Earnings

The Form 13F shows Lennar holding about 18.8 million shares plus several series of tradable warrants, highlighting a large bet on the stock. Here's what investors need to know.

Benzinga • Feb 18, 2026

Lennar (LEN) Exceeds Market Returns: Some Facts to Consider

In the latest trading session, Lennar (LEN) closed at $122.28, marking a +1.2% move from the previous day.

Zacks Investment Research • Feb 14, 2026

Why "Golden Handcuffs" are a Gift to Homebuilders in 2026

As high mortgage rates keep existing homes off the market, a perfect storm of restricted supply and federal incentives is positioning homebuilders for an unlikely breakout year in 2026.

Zacks Investment Research • Feb 12, 2026

Home Builder Stocks Are Breaking Out. Why It's the Best Start to the Year in a Decade.

Builder stocks are getting a boost from the expectation of a busier spring homebuying season.

Barrons • Feb 11, 2026

Is This the Smartest Value Stock to Buy Right Now?

A few AI-related growth stocks have skewed the broad market's valuation higher -- but not value stocks. Most value names have underperformed because investors have only wanted to buy AI growth stocks.

The Motley Fool • Feb 10, 2026

Lennar (LEN) Stock Falls Amid Market Uptick: What Investors Need to Know

The latest trading day saw Lennar (LEN) settling at $114.02, representing a -1.17% change from its previous close.

Zacks Investment Research • Feb 7, 2026

Lennar Wants to Build "Trump Homes." Is It Time to Consider an Investment?

This builder is considering a plan to create as many as 1 million new starter homes. Housing affordability is an ongoing problem for Americans and for the U.S. economy.

The Motley Fool • Feb 5, 2026

These Homebuilder Stocks Get a Boost Following Report of Plan to Build 'Trump Homes'

Several homebuilder stocks got a boost following a report the Trump administration is considering a program to build more new homes.

Investopedia • Feb 4, 2026