Barrow, Hanley, Mewhinney & Strauss’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 | $82.7M | Sell |
952,205
-734,209
| -44% | -$79.3M | 0.27% | 90 |
|
|
2025
Q4 | $173M | Sell |
1,686,414
-3,046,240
| -64% | -$368M | 0.58% | 61 |
|
|
2025
Q3 | $597M | Buy |
4,732,654
+603,004
| +15% | +$74.8M | 1.9% | 13 |
|
|
2025
Q2 | $457M | Buy |
4,129,650
+1,273,224
| +45% | +$138M | 1.54% | 19 |
|
|
2025
Q1 | $328M | Buy |
+2,856,426
| New | +$357M | 1.19% | 36 |
|
|
2022
Q1 | – | Sell |
-2,167,821
| Closed | -$244M | – | 328 |
|
|
2021
Q4 | $244M | Sell |
2,167,821
-354,649
| -14% | -$36.3M | 0.77% | 49 |
|
|
2021
Q3 | $229M | Sell |
2,522,470
-444,361
| -15% | -$44M | 0.76% | 47 |
|
|
2021
Q2 | $285M | Sell |
2,966,831
-1,911,931
| -39% | -$185M | 0.92% | 40 |
|
|
2021
Q1 | $478M | Sell |
4,878,762
-806,965
| -14% | -$67.9M | 1.52% | 28 |
|
|
2020
Q4 | $420M | Sell |
5,685,727
-614,939
| -10% | -$46.1M | 1.45% | 29 |
|
|
2020
Q3 | $498M | Sell |
6,300,666
-292,554
| -4% | -$20.8M | 1.92% | 13 |
|
|
2020
Q2 | $393M | Buy |
6,593,220
+2,305,641
| +54% | +$118M | 1.54% | 27 |
|
|
2020
Q1 | $159M | Buy |
4,287,579
+2,161,217
| +102% | +$122M | 0.73% | 44 |
|
|
2019
Q4 | $115M | Sell |
2,126,362
-2,335,912
| -52% | -$133M | 0.37% | 61 |
|
|
2019
Q3 | $241M | Sell |
4,462,274
-429,823
| -9% | -$20.9M | 0.47% | 55 |
|
|
2019
Q2 | $229M | Buy |
4,892,097
+2,043,321
| +72% | +$102M | 0.42% | 64 |
|
|
2019
Q1 | $135M | Buy |
2,848,776
+174,941
| +7% | +$7.92M | 0.24% | 83 |
|
|
2018
Q4 | $101M | Buy |
2,673,835
+12,864
| +0.5% | +$524K | 0.2% | 88 |
|
|
2018
Q3 | $120M | Buy |
+2,660,971
| New | +$134M | 0.19% | 88 |
|
|
2016
Q4 | – | Sell |
-1,899,060
| Closed | -$76.5M | – | 345 |
|
|
2016
Q3 | $76.5M | Sell |
1,899,060
-1,238,233
| -39% | -$54.8M | 0.12% | 112 |
|
|
2016
Q2 | $138M | Buy |
3,137,293
+111,464
| +4% | +$4.88M | 0.21% | 81 |
|
|
2016
Q1 | $139M | Buy |
3,025,829
+283,757
| +10% | +$11.6M | 0.21% | 82 |
|
|
2015
Q4 | $128M | Buy |
2,742,072
+30,685
| +1% | +$1.46M | 0.19% | 84 |
|
|
2015
Q3 | $124M | Buy |
2,711,387
+126,803
| +5% | +$6.22M | 0.19% | 83 |
|
|
2015
Q2 | $126M | Buy |
2,584,584
+359,359
| +16% | +$16.5M | 0.17% | 89 |
|
|
2015
Q1 | $110M | Buy |
2,225,225
+396,189
| +22% | +$18M | 0.15% | 92 |
|
|
2014
Q4 | $78M | Buy |
1,829,036
+159,983
| +10% | +$6.63M | 0.1% | 107 |
|
|
2014
Q3 | $61.7M | Buy |
1,669,053
+442,170
| +36% | +$16.4M | 0.08% | 119 |
|
|
2014
Q2 | $49M | Buy |
1,226,883
+1,099,816
| +866% | +$41.7M | 0.07% | 135 |
|
|
2014
Q1 | $4.79M | Buy |
127,067
+11,396
| +10% | +$436K | 0.01% | 166 |
|
|
2013
Q4 | $4.36M | Buy |
+115,671
| New | +$3.9M | 0.01% | 155 |
|
Other funds holding LEN
VCM
GA
VPM
Barrow, Hanley, Mewhinney & Strauss's LEN Position: Q1 2026 in Review
Barrow, Hanley, Mewhinney & Strauss reduced its Lennar Class A (LEN) stake by 44% in Q1 2026, selling an estimated $79.3M and leaving 952,205 shares worth $82.7M. The position accounts for 0.27% of the portfolio, ranked #90.
Barrow, Hanley, Mewhinney & Strauss first reported a position in LEN in Q4 2013 and has held it in 31 quarters since. The position peaked at $597M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss held 952,205 shares of Lennar Class A worth $82.7M as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss sold 734,209 Lennar Class A shares in Q1 2026, an estimated $79.3M.
- Lennar Class A made up 0.27% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #90 holding.
- Barrow, Hanley, Mewhinney & Strauss first reported a position in Lennar Class A in Q4 2013 and has held it in 31 quarters since.
- Barrow, Hanley, Mewhinney & Strauss's Lennar Class A position peaked at $597M in Q3 2025.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.