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Brave Warrior Advisors’s Lennar Class A LEN Stock Holding History

Brave Warrior Advisors’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 		$209M Sell
2,410,050
-1,364
-0.1% -$147K 5.18% 9
2025
Q4 		$248M Buy
2,411,414
+405,908
+20% +$49M 5.81% 7
2025
Q3 		$253M Sell
2,005,506
-151,621
-7% -$18.8M 5.87% 6
2025
Q2 		$239M Sell
2,157,127
-32,481
-1% -$3.52M 5.47% 8
2025
Q1 		$251M Buy
2,189,608
+356,663
+19% +$44.5M 5.76% 6
2024
Q4 		$242M Sell
1,832,945
-6,675
-0.4% -$1.08M 6.02% 8
2024
Q3 		$334M Buy
1,839,620
+201,993
+12% +$33.8M 6.93% 7
2024
Q2 		$238M Buy
1,637,627
+589,709
+56% +$89.7M 5.27% 8
2024
Q1 		$174M Buy
1,047,918
+457,489
+77% +$68.8M 3.65% 11
2023
Q4 		$85.2M Sell
590,429
-456,969
-44% -$55M 2.03% 12
2023
Q3 		$114M Buy
1,047,398
+300,419
+40% +$35.2M 2.84% 13
2023
Q2 		$90.6M Sell
746,979
-156,782
-17% -$17.1M 2.39% 12
2023
Q1 		$92M Sell
903,761
-3,693
-0.4% -$357K 2.84% 12
2022
Q4 		$79.5M Sell
907,454
-20,096
-2% -$1.63M 2.51% 13
2022
Q3 		$66.9M Buy
927,550
+88,275
+11% +$6.86M 2.31% 13
2022
Q2 		$57.3M Buy
839,275
+99,849
+14% +$7.32M 1.97% 13
2022
Q1 		$58.1M Buy
+739,426
New +$66.6M 1.71% 13
2020
Q3 		– Sell
-1,248,158
Closed -$74.5M – 25
2020
Q2 		$74.5M Sell
1,248,158
-484,649
-28% -$24.8M 3.7% 10
2020
Q1 		$64.1M Sell
1,732,807
-715,018
-29% -$40.5M 3.69% 10
2019
Q4 		$132M Sell
2,447,825
-149,906
-6% -$8.55M 6.99% 6
2019
Q3 		$140M Sell
2,597,731
-888,124
-25% -$43.3M 7.49% 7
2019
Q2 		$164M Sell
3,485,855
-271,339
-7% -$13.5M 8.7% 5
2019
Q1 		$179M Buy
3,757,194
+220,840
+6% +$9.99M 8.97% 5
2018
Q4 		$134M Buy
3,536,354
+1,247,941
+55% +$50.9M 6.82% 6
2018
Q3 		$103M Buy
+2,288,413
New +$115M 4.41% 9

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

Brave Warrior Advisors's LEN Position: Q1 2026 in Review

Brave Warrior Advisors reduced its Lennar Class A (LEN) stake by 0.06% in Q1 2026, selling an estimated $147K and leaving 2,410,050 shares worth $209M. The position accounts for 5.18% of the portfolio, ranked #9.

Brave Warrior Advisors first reported a position in LEN in Q3 2018 and has held it in 25 quarters since. The position peaked at $334M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Brave Warrior Advisors held 2,410,050 shares of Lennar Class A worth $209M as of Q1 2026.
  • Brave Warrior Advisors sold 1,364 Lennar Class A shares in Q1 2026, an estimated $147K.
  • Lennar Class A made up 5.18% of Brave Warrior Advisors's portfolio in Q1 2026, its #9 holding.
  • Brave Warrior Advisors first reported a position in Lennar Class A in Q3 2018 and has held it in 25 quarters since.
  • Brave Warrior Advisors's Lennar Class A position peaked at $334M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Brave Warrior Advisors's 13F filing for Q1 2026, filed 15 May 2026.