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Antipodes Partners’s Lennar Class A LEN Stock Holding History

Antipodes Partners’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-335,039
Closed -$34.4M – 141
2025
Q4 		$34.4M Buy
335,039
+28,317
+9% +$3.42M 0.72% 41
2025
Q3 		$38.7M Sell
306,722
-33,279
-10% -$4.13M 0.87% 39
2025
Q2 		$37.6M Sell
340,001
-24,039
-7% -$2.6M 1.17% 27
2025
Q1 		$41.8M Buy
+364,040
New +$45.5M 1.31% 25

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Antipodes Partners's LEN Position: Q1 2026 in Review

Antipodes Partners sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 335,039 shares — an estimated $34.4M sold.

Antipodes Partners first reported a position in LEN in Q1 2025 and held it in 4 quarters. The position peaked at $41.8M in Q1 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Antipodes Partners reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Antipodes Partners sold 335,039 Lennar Class A shares in Q1 2026, an estimated $34.4M.
  • Antipodes Partners first reported a position in Lennar Class A in Q1 2025 and held it in 4 quarters.
  • Antipodes Partners's Lennar Class A position peaked at $41.8M in Q1 2025.
  • 938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Antipodes Partners's 13F filing for Q1 2026, filed 5 May 2026.