Blue Whale Capital’s Lennar Class A LEN Stock Holding History

Blue Whale Capital’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 Q2	–	Sell	-342,711	Closed	-$39.3M	–	21
2025 Q1	$39.3M	Buy	+342,711	New	+$42.8M	3.18%	14

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Whale Capital's LEN Position: Q2 2025 in Review

Blue Whale Capital sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 342,711 shares — an estimated $39.3M sold.

Blue Whale Capital first reported a position in LEN in Q1 2025 and held it in 1 quarter. The position peaked at $39.3M in Q1 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

Blue Whale Capital reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
Blue Whale Capital sold 342,711 Lennar Class A shares in Q2 2025, an estimated $39.3M.
Blue Whale Capital first reported a position in Lennar Class A in Q1 2025 and held it in 1 quarter.
Blue Whale Capital's Lennar Class A position peaked at $39.3M in Q1 2025.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Blue Whale Capital's 13F filing for Q2 2025, filed 13 Aug 2025.