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Ceredex Value Advisors’s Lennar Class A LEN Stock Holding History

Ceredex Value 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 		– Sell
-132,542
Closed -$11.5M – 183
2026
Q1 		$11.5M Sell
132,542
-26,270
-17% -$2.84M 0.36% 124
2025
Q4 		$16.3M Sell
158,812
-153,488
-49% -$18.5M 0.49% 102
2025
Q3 		$39.4M Buy
312,300
+5,232
+2% +$649K 0.91% 39
2025
Q2 		$34M Sell
307,068
-25,085
-8% -$2.72M 0.73% 48
2025
Q1 		$38.1M Buy
+332,153
New +$41.5M 0.83% 43
2023
Q3 		– Sell
-122,049
Closed -$14.8M – 164
2023
Q2 		$14.8M Sell
122,049
-176,850
-59% -$19.3M 0.24% 99
2023
Q1 		$30.4M Sell
298,899
-103,945
-26% -$10M 0.47% 77
2022
Q4 		$35.3M Buy
402,844
+71,564
+22% +$5.8M 0.54% 69
2022
Q3 		$23.9M Buy
331,280
+154,482
+87% +$12M 0.39% 75
2022
Q2 		$12.1M Buy
+176,798
New +$13M 0.18% 101
2019
Q4 		– Sell
-1,034,877
Closed -$56M – 168
2019
Q3 		$56M Buy
+1,034,877
New +$50.4M 0.66% 64
2019
Q1 		– Sell
-733
Closed -$28K – 169
2018
Q4 		$28K Buy
+733
New +$29.9K ﹤0.01% 158

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

Ceredex Value Advisors's LEN Position: Q2 2026 in Review

Ceredex Value Advisors sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 132,542 shares — an estimated $11.5M sold.

Ceredex Value Advisors first reported a position in LEN in Q4 2018 and held it in 12 quarters. The position peaked at $56M in Q3 2019. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Ceredex Value Advisors reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Ceredex Value Advisors sold 132,542 Lennar Class A shares in Q2 2026, an estimated $11.5M.
  • Ceredex Value Advisors first reported a position in Lennar Class A in Q4 2018 and held it in 12 quarters.
  • Ceredex Value Advisors's Lennar Class A position peaked at $56M in Q3 2019.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Ceredex Value Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.