Coronation Fund Managers’s Lennar Class A LEN Stock Holding History

Coronation Fund Managers’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	$1.68M	Sell	19,327 -89,893	-82%	-$9.71M	0.08%	48
2025 Q4	$11.2M	Sell	109,220 -3,129	-3%	-$378K	0.5%	35
2025 Q3	$14.2M	Buy	+112,349	New	+$13.9M	0.74%	29
2024 Q2	–	Sell	-39,138	Closed	-$6.52M	–	118
2024 Q1	$6.52M	Sell	39,138 -4,040	-9%	-$607K	0.18%	91
2023 Q4	$6.23M	Sell	43,178 -10,712	-20%	-$1.29M	0.17%	103
2023 Q3	$5.85M	Buy	53,890 +13,909	+35%	+$1.63M	0.18%	100
2023 Q2	$4.85M	Buy	39,981 +651	+2%	+$71K	0.13%	118
2023 Q1	$4M	Sell	39,330 -28,510	-42%	-$2.75M	0.11%	127
2022 Q4	$5.94M	Buy	67,840 +63,696	+1,537%	+$5.16M	0.17%	109
2022 Q3	$299K	Sell	4,144 -2	-0%	-$155	0.02%	97
2022 Q2	$283K	Buy	+4,146	New	+$304K	0.02%	96

Other funds holding LEN

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) 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 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

Coronation Fund Managers's LEN Position: Q1 2026 in Review

Coronation Fund Managers reduced its Lennar Class A (LEN) stake by 82% in Q1 2026, selling an estimated $9.71M and leaving 19,327 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #48.

Coronation Fund Managers first reported a position in LEN in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.2M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Coronation Fund Managers held 19,327 shares of Lennar Class A worth $1.68M as of Q1 2026.
Coronation Fund Managers sold 89,893 Lennar Class A shares in Q1 2026, an estimated $9.71M.
Lennar Class A made up 0.08% of Coronation Fund Managers's portfolio in Q1 2026, its #48 holding.
Coronation Fund Managers first reported a position in Lennar Class A in Q2 2022 and has held it in 11 quarters since.
Coronation Fund Managers's Lennar Class A position peaked at $14.2M in Q3 2025.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Coronation Fund Managers's 13F filing for Q1 2026, filed 13 May 2026.