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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
Q2 		$215M Sell
2,373,177
-36,873
-2% -$3.3M 4.68% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brave Warrior Advisors's LEN Position: Q2 2026 in Review

Brave Warrior Advisors reduced its Lennar Class A (LEN) stake by 1.5% in Q2 2026, selling an estimated $3.3M and leaving 2,373,177 shares worth $215M. The position accounts for 4.68% of the portfolio, ranked #10.

Brave Warrior Advisors first reported a position in LEN in Q3 2018 and has held it in 26 quarters since. The position peaked at $334M in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Brave Warrior Advisors held 2,373,177 shares of Lennar Class A worth $215M as of Q2 2026.
  • Brave Warrior Advisors sold 36,873 Lennar Class A shares in Q2 2026, an estimated $3.3M.
  • Lennar Class A made up 4.68% of Brave Warrior Advisors's portfolio in Q2 2026, its #10 holding.
  • Brave Warrior Advisors first reported a position in Lennar Class A in Q3 2018 and has held it in 26 quarters since.
  • Brave Warrior Advisors's Lennar Class A position peaked at $334M in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Brave Warrior Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.