Balyasny Asset Management
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Balyasny Asset Management’s Lennar Class A LEN Stock Holding History

Balyasny Asset Management’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
-41,800
Closed -$4.3M – 3231
2025
Q4 		$4.3M Sell
41,800
-31,800
-43% -$3.84M 0.01% 1479
2025
Q3 		$9.28M Buy
73,600
+33,600
+84% +$4.17M 0.01% 1093
2025
Q2 		$4.42M Sell
40,000
-50,000
-56% -$5.42M 0.01% 1348
2025
Q1 		$10.3M Buy
90,000
+48,680
+118% +$6.08M 0.02% 891
2024
Q4 		$5.45M Buy
+41,320
New +$6.71M 0.01% 1231
2024
Q3 		– Sell
-23,552
Closed -$3.42M – 2969
2024
Q2 		$3.42M Sell
23,552
-6,302
-21% -$959K 0.01% 1335
2024
Q1 		$4.97M Sell
29,854
-15,701
-34% -$2.36M 0.01% 1227
2023
Q4 		$6.57M Sell
45,555
-41,320
-48% -$4.98M 0.01% 1024
2023
Q3 		$9.44M Buy
86,875
+4,235
+5% +$497K 0.02% 864
2023
Q2 		$10M Buy
+82,640
New +$9.02M 0.02% 778
2021
Q3 		– Sell
-6,508
Closed -$626K – 2202
2021
Q2 		$626K Buy
+6,508
New +$629K ﹤0.01% 1472
2018
Q2 		– Sell
-454,520
Closed -$25.9M – 1985
2018
Q1 		$25.9M Buy
+454,520
New +$27.4M 0.11% 257
2016
Q2 		– Sell
-157,584
Closed -$7.25M – 1316
2016
Q1 		$7.25M Buy
+157,584
New +$6.46M 0.04% 471

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's LEN Position: Q1 2026 in Review

Balyasny Asset Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 45,731 shares — an estimated $4.7M sold.

Balyasny Asset Management first reported a position in LEN in Q2 2013 and held it in 33 quarters. The position peaked at $145M in Q1 2018. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Balyasny Asset Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 45,731 Lennar Class A shares in Q1 2026, an estimated $4.7M.
  • Balyasny Asset Management first reported a position in Lennar Class A in Q2 2013 and held it in 33 quarters.
  • Balyasny Asset Management's Lennar Class A position peaked at $145M in Q1 2018.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.