LongLLCMar 2026
Lendlease
Lendlease currently trades at a significant discount to its net tangible assets (NTA) because the market is overly focused on the exit from its non-core CRU segment. However, we…
LLC
Which hedge funds are long LLC?
1 published idea on Lendlease across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Lendlease: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.