Bayesian Capital Management’s Lennar Class A LEN Stock Holding History

Bayesian Capital 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
2025 Q3	–	Sell	-22,300	Closed	-$2.47M	–	686
2025 Q2	$2.47M	Buy	22,300 +14,200	+175%	+$1.54M	0.39%	67
2025 Q1	$930K	Buy	8,100 +6,268	+342%	+$783K	0.15%	181
2024 Q4	$242K	Buy	+1,832	New	+$298K	0.03%	534
2024 Q2	–	Sell	-5,982	Closed	-$996K	–	934
2024 Q1	$996K	Buy	+5,982	New	+$899K	0.1%	285
2023 Q2	–	Sell	-15,789	Closed	-$1.61M	–	945
2023 Q1	$1.61M	Buy	+15,789	New	+$1.52M	0.2%	148
2022 Q3	–	Sell	-4,426	Closed	-$302K	–	883
2022 Q2	$302K	Buy	+4,426	New	+$324K	0.06%	482
2021 Q2	–	Sell	-3,662	Closed	-$359K	–	537
2021 Q1	$359K	Buy	+3,662	New	+$308K	0.08%	312
2020 Q1	–	Sell	-12,647	Closed	-$683K	–	885
2019 Q4	$683K	Buy	+12,647	New	+$721K	0.12%	234
2019 Q1	–	Sell	-19,539	Closed	-$741K	–	671
2018 Q4	$741K	Buy	+19,539	New	+$796K	0.15%	207
2017 Q3	–	Sell	-20,381	Closed	-$1.03M	–	567
2017 Q2	$1.03M	Buy	+20,381	New	+$1M	0.38%	72

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayesian Capital Management's LEN Position: Q3 2025 in Review

Bayesian Capital Management sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 22,300 shares — an estimated $2.47M sold.

Bayesian Capital Management first reported a position in LEN in Q2 2017 and held it in 10 quarters. The position peaked at $2.47M in Q2 2025. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

Bayesian Capital Management reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 22,300 Lennar Class A shares in Q3 2025, an estimated $2.47M.
Bayesian Capital Management first reported a position in Lennar Class A in Q2 2017 and held it in 10 quarters.
Bayesian Capital Management's Lennar Class A position peaked at $2.47M in Q2 2025.
981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.