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 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	–	165
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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