Cartenna Capital’s Lennar Class A LEN Stock Holding History

Cartenna 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
2024 Q4	–	Sell	-180,775	Closed	-$32.8M	–	53
2024 Q3	$32.8M	Buy	+180,775	New	+$30.3M	1.28%	26

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cartenna Capital's LEN Position: Q4 2024 in Review

Cartenna Capital sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 180,775 shares — an estimated $32.8M sold.

Cartenna Capital first reported a position in LEN in Q3 2024 and held it in 1 quarter. The position peaked at $32.8M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

Cartenna Capital reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
Cartenna Capital sold 180,775 Lennar Class A shares in Q4 2024, an estimated $32.8M.
Cartenna Capital first reported a position in Lennar Class A in Q3 2024 and held it in 1 quarter.
Cartenna Capital's Lennar Class A position peaked at $32.8M in Q3 2024.
1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Cartenna Capital's 13F filing for Q4 2024, filed 14 Feb 2025.