Aristotle Capital Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $725M | Sell |
8,346,077
-379,873
| -4% | -$41.1M | 1.52% | 37 |
|
|
2025
Q4 | $897M | Sell |
8,725,950
-416,576
| -5% | -$50.3M | 1.8% | 19 |
|
|
2025
Q3 | $1.15B | Sell |
9,142,526
-538,365
| -6% | -$66.8M | 2.23% | 11 |
|
|
2025
Q2 | $1.07B | Sell |
9,680,891
-74,125
| -0.8% | -$8.03M | 2.06% | 14 |
|
|
2025
Q1 | $1.12B | Sell |
9,755,016
-603,902
| -6% | -$75.4M | 2.23% | 11 |
|
|
2024
Q4 | $1.37B | Sell |
10,358,918
-61,795
| -0.6% | -$10M | 2.63% | 6 |
|
|
2024
Q3 | $1.89B | Sell |
10,420,713
-116,975
| -1% | -$19.6M | 3.44% | 2 |
|
|
2024
Q2 | $1.53B | Sell |
10,537,688
-236,820
| -2% | -$36M | 2.96% | 3 |
|
|
2024
Q1 | $1.79B | Sell |
10,774,508
-380,860
| -3% | -$57.2M | 3.33% | 3 |
|
|
2023
Q4 | $1.61B | Sell |
11,155,368
-650,612
| -6% | -$78.4M | 3.15% | 3 |
|
|
2023
Q3 | $1.28B | Sell |
11,805,980
-240,665
| -2% | -$28.2M | 2.76% | 5 |
|
|
2023
Q2 | $1.46B | Sell |
12,046,645
-299,064
| -2% | -$32.6M | 2.97% | 6 |
|
|
2023
Q1 | $1.26B | Sell |
12,345,709
-1,806,166
| -13% | -$174M | 2.63% | 7 |
|
|
2022
Q4 | $1.24B | Sell |
14,151,875
-976,965
| -6% | -$79.1M | 2.63% | 5 |
|
|
2022
Q3 | $1.1B | Sell |
15,128,840
-244,514
| -2% | -$19M | 2.43% | 8 |
|
|
2022
Q2 | $1.05B | Sell |
15,373,354
-390,283
| -2% | -$28.6M | 2.22% | 21 |
|
|
2022
Q1 | $1.24B | Buy |
15,763,637
+499,001
| +3% | +$45M | 2.26% | 16 |
|
|
2021
Q4 | $1.71B | Buy |
15,264,636
+367,311
| +2% | +$37.5M | 2.9% | 6 |
|
|
2021
Q3 | $1.35B | Buy |
14,897,325
+119,361
| +0.8% | +$11.8M | 2.55% | 8 |
|
|
2021
Q2 | $1.42B | Buy |
14,777,964
+174,010
| +1% | +$16.8M | 2.71% | 6 |
|
|
2021
Q1 | $1.42B | Buy |
14,603,954
+1,013,250
| +7% | +$85.2M | 2.91% | 5 |
|
|
2020
Q4 | $998M | Buy |
13,590,704
+955,514
| +8% | +$71.6M | 2.48% | 11 |
|
|
2020
Q3 | $999M | Buy |
12,635,190
+115,267
| +0.9% | +$8.19M | 3.02% | 6 |
|
|
2020
Q2 | $747M | Buy |
12,519,923
+449,783
| +4% | +$23M | 2.51% | 9 |
|
|
2020
Q1 | $446M | Buy |
12,070,140
+204,028
| +2% | +$11.6M | 1.88% | 24 |
|
|
2019
Q4 | $641M | Buy |
11,866,112
+4,219,650
| +55% | +$241M | 2.11% | 23 |
|
|
2019
Q3 | $413M | Buy |
7,646,462
+58,641
| +0.8% | +$2.86M | 2.19% | 22 |
|
|
2019
Q2 | $356M | Sell |
7,587,821
-150,532
| -2% | -$7.51M | 1.99% | 24 |
|
|
2019
Q1 | $368M | Buy |
7,738,353
+97,329
| +1% | +$4.4M | 2.18% | 19 |
|
|
2018
Q4 | $290M | Sell |
7,641,024
-284,502
| -4% | -$11.6M | 1.95% | 25 |
|
|
2018
Q3 | $358M | Buy |
7,925,526
+225,663
| +3% | +$11.4M | 2.09% | 20 |
|
|
2018
Q2 | $391M | Buy |
7,699,863
+867,176
| +13% | +$45.4M | 2.41% | 16 |
|
|
2018
Q1 | $390M | Buy |
6,832,687
+423,128
| +7% | +$25.5M | 2.62% | 8 |
|
|
2017
Q4 | $392M | Sell |
6,409,559
-24,064
| -0.4% | -$1.37M | 2.72% | 9 |
|
|
2017
Q3 | $323M | Buy |
6,433,623
+137,514
| +2% | +$6.86M | 2.51% | 14 |
|
|
2017
Q2 | $320M | Buy |
6,296,109
+236,920
| +4% | +$11.7M | 2.67% | 10 |
|
|
2017
Q1 | $295M | Buy |
6,059,189
+77,546
| +1% | +$3.52M | 2.69% | 11 |
|
|
2016
Q4 | $244M | Buy |
5,981,643
+134,482
| +2% | +$5.44M | 2.31% | 19 |
|
|
2016
Q3 | $236M | Sell |
5,847,161
-31,570
| -0.5% | -$1.4M | 2.45% | 17 |
|
|
2016
Q2 | $258M | Buy |
5,878,731
+180,072
| +3% | +$7.88M | 2.8% | 9 |
|
|
2016
Q1 | $262M | Buy |
5,698,659
+203,553
| +4% | +$8.35M | 3.04% | 7 |
|
|
2015
Q4 | $256M | Buy |
5,495,106
+164,472
| +3% | +$7.84M | 3.09% | 7 |
|
|
2015
Q3 | $244M | Buy |
5,330,634
+19,265
| +0.4% | +$946K | 3.05% | 3 |
|
|
2015
Q2 | $258M | Buy |
5,311,369
+152,067
| +3% | +$6.99M | 3.04% | 4 |
|
|
2015
Q1 | $254M | Sell |
5,159,302
-233,839
| -4% | -$10.7M | 3.16% | 6 |
|
|
2014
Q4 | $230M | Buy |
5,393,141
+35,697
| +0.7% | +$1.48M | 2.94% | 6 |
|
|
2014
Q3 | $198M | Buy |
5,357,444
+700,278
| +15% | +$26M | 2.61% | 13 |
|
|
2014
Q2 | $186M | Sell |
4,657,166
-1,474
| -0% | -$55.9K | 2.48% | 10 |
|
|
2014
Q1 | $176M | Sell |
4,658,640
-30,305
| -0.6% | -$1.16M | 2.55% | 10 |
|
|
2013
Q4 | $177M | Buy |
4,688,945
+609,722
| +15% | +$20.6M | 2.81% | 5 |
|
|
2013
Q3 | $137M | Buy |
4,079,223
+1,132,161
| +38% | +$36.7M | 2.75% | 5 |
|
|
2013
Q2 | $101M | Buy |
+2,947,062
| New | +$112M | 2.78% | 4 |
|
Other funds holding LEN
VCM
GA
VPM
AACR
Aristotle Capital Management's LEN Position: Q1 2026 in Review
Aristotle Capital Management reduced its Lennar Class A (LEN) stake by 4.4% in Q1 2026, selling an estimated $41.1M and leaving 8,346,077 shares worth $725M. The position accounts for 1.52% of the portfolio, ranked #37.
Aristotle Capital Management first reported a position in LEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.89B in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Aristotle Capital Management held 8,346,077 shares of Lennar Class A worth $725M as of Q1 2026.
- Aristotle Capital Management sold 379,873 Lennar Class A shares in Q1 2026, an estimated $41.1M.
- Lennar Class A made up 1.52% of Aristotle Capital Management's portfolio in Q1 2026, its #37 holding.
- Aristotle Capital Management first reported a position in Lennar Class A in Q2 2013 and has held it in 52 quarters since.
- Aristotle Capital Management's Lennar Class A position peaked at $1.89B in Q3 2024.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Aristotle Capital Management's 13F filing for Q1 2026, filed 15 May 2026.