David Shaw’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.5M | Sell |
624,733
-408,506
| -40% | -$36.5M | 0.03% | 702 |
|
|
2026
Q1 | $89.7M | Buy |
1,033,239
+52,364
| +5% | +$5.66M | 0.05% | 419 |
|
|
2025
Q4 | $101M | Buy |
980,875
+955,679
| +3,793% | +$115M | 0.06% | 397 |
|
|
2025
Q3 | $3.18M | Buy |
+25,196
| New | +$3.13M | ﹤0.01% | 2592 |
|
|
2025
Q2 | – | Sell |
-163,407
| Closed | -$17.7M | – | 4551 |
|
|
2025
Q1 | $18.8M | Sell |
163,407
-532,750
| -77% | -$66.5M | 0.02% | 985 |
|
|
2024
Q4 | $91.9M | Sell |
696,157
-250,176
| -26% | -$40.7M | 0.07% | 348 |
|
|
2024
Q3 | $172M | Sell |
946,333
-72,229
| -7% | -$12.1M | 0.15% | 151 |
|
|
2024
Q2 | $148M | Buy |
1,018,562
+315,842
| +45% | +$48.1M | 0.14% | 156 |
|
|
2024
Q1 | $117M | Buy |
702,720
+166,543
| +31% | +$25M | 0.1% | 223 |
|
|
2023
Q4 | $77.4M | Sell |
536,177
-260,417
| -33% | -$31.4M | 0.07% | 340 |
|
|
2023
Q3 | $86.5M | Buy |
796,594
+434,077
| +120% | +$50.9M | 0.09% | 261 |
|
|
2023
Q2 | $44M | Buy |
362,517
+34,993
| +11% | +$3.82M | 0.04% | 482 |
|
|
2023
Q1 | $33.3M | Sell |
327,524
-36,948
| -10% | -$3.57M | 0.04% | 614 |
|
|
2022
Q4 | $31.9M | Buy |
364,472
+108,757
| +43% | +$8.81M | 0.04% | 639 |
|
|
2022
Q3 | $18.5M | Sell |
255,715
-316,870
| -55% | -$24.6M | 0.02% | 900 |
|
|
2022
Q2 | $39.1M | Sell |
572,585
-841,352
| -60% | -$61.6M | 0.05% | 510 |
|
|
2022
Q1 | $111M | Buy |
1,413,937
+939,294
| +198% | +$84.6M | 0.1% | 206 |
|
|
2021
Q4 | $53.4M | Buy |
474,643
+435,939
| +1,126% | +$44.6M | 0.04% | 511 |
|
|
2021
Q3 | $3.51M | Sell |
38,704
-51,081
| -57% | -$5.06M | ﹤0.01% | 2469 |
|
|
2021
Q2 | $8.63M | Buy |
89,785
+4,373
| +5% | +$422K | 0.01% | 1623 |
|
|
2021
Q1 | $8.37M | Sell |
85,412
-141,070
| -62% | -$11.9M | 0.01% | 1482 |
|
|
2020
Q4 | $16.7M | Sell |
226,482
-162,649
| -42% | -$12.2M | 0.01% | 1054 |
|
|
2020
Q3 | $30.8M | Sell |
389,131
-112,631
| -22% | -$8M | 0.03% | 618 |
|
|
2020
Q2 | $29.9M | Sell |
501,762
-740,691
| -60% | -$37.8M | 0.04% | 570 |
|
|
2020
Q1 | $45.9M | Sell |
1,242,453
-787,929
| -39% | -$44.6M | 0.07% | 306 |
|
|
2019
Q4 | $110M | Buy |
2,030,382
+1,922,162
| +1,776% | +$110M | 0.13% | 187 |
|
|
2019
Q3 | $5.85M | Buy |
108,220
+103,055
| +1,995% | +$5.02M | 0.01% | 1529 |
|
|
2019
Q2 | $242K | Buy |
5,165
+516
| +11% | +$25.7K | ﹤0.01% | 3394 |
|
|
2019
Q1 | $221K | Sell |
4,649
-77,141
| -94% | -$3.49M | ﹤0.01% | 3362 |
|
|
2018
Q4 | $3.1M | Buy |
81,790
+63,935
| +358% | +$2.61M | ﹤0.01% | 1830 |
|
|
2018
Q3 | $807K | Sell |
17,855
-29,275
| -62% | -$1.47M | ﹤0.01% | 2818 |
|
|
2018
Q2 | $2.4M | Sell |
47,130
-685,905
| -94% | -$35.9M | ﹤0.01% | 2098 |
|
|
2018
Q1 | $41.8M | Buy |
733,035
+34,635
| +5% | +$2.09M | 0.06% | 402 |
|
|
2017
Q4 | $42.8M | Buy |
698,400
+15,113
| +2% | +$859K | 0.06% | 403 |
|
|
2017
Q3 | $34.3M | Sell |
683,287
-266,174
| -28% | -$13.3M | 0.05% | 428 |
|
|
2017
Q2 | $48.2M | Buy |
949,461
+863,467
| +1,004% | +$42.5M | 0.08% | 297 |
|
|
2017
Q1 | $4.19M | Sell |
85,994
-296,783
| -78% | -$13.5M | 0.01% | 1401 |
|
|
2016
Q4 | $15.6M | Buy |
382,777
+66,041
| +21% | +$2.67M | 0.03% | 725 |
|
|
2016
Q3 | $12.8M | Sell |
316,736
-288,648
| -48% | -$12.8M | 0.02% | 764 |
|
|
2016
Q2 | $26.6M | Buy |
605,384
+357,624
| +144% | +$15.6M | 0.05% | 452 |
|
|
2016
Q1 | $11.4M | Buy |
247,760
+86,250
| +53% | +$3.54M | 0.02% | 784 |
|
|
2015
Q4 | $7.52M | Buy |
161,510
+70,299
| +77% | +$3.35M | 0.01% | 1136 |
|
|
2015
Q3 | $4.18M | Sell |
91,211
-387,574
| -81% | -$19M | 0.01% | 1529 |
|
|
2015
Q2 | $23.3M | Sell |
478,785
-552,233
| -54% | -$25.4M | 0.03% | 582 |
|
|
2015
Q1 | $50.8M | Sell |
1,031,018
-132,599
| -11% | -$6.04M | 0.08% | 295 |
|
|
2014
Q4 | $49.6M | Sell |
1,163,617
-509,860
| -30% | -$21.1M | 0.06% | 357 |
|
|
2014
Q3 | $61.9M | Sell |
1,673,477
-482,538
| -22% | -$17.9M | 0.08% | 283 |
|
|
2014
Q2 | $86.2M | Sell |
2,156,015
-4,901
| -0.2% | -$186K | 0.12% | 195 |
|
|
2014
Q1 | $81.5M | Buy |
2,160,916
+1,567,732
| +264% | +$59.9M | 0.12% | 182 |
|
|
2013
Q4 | $22.3M | Buy |
593,184
+369,512
| +165% | +$12.5M | 0.03% | 620 |
|
|
2013
Q3 | $7.54M | Buy |
223,672
+99,349
| +80% | +$3.22M | 0.01% | 1243 |
|
|
2013
Q2 | $4.26M | Buy |
+124,323
| New | +$4.72M | 0.01% | 1471 |
|
Other funds holding LEN
GA
David Shaw's LEN Position: Q2 2026 in Review
David Shaw reduced its Lennar Class A (LEN) stake by 40% in Q2 2026, selling an estimated $36.5M and leaving 624,733 shares worth $56.5M. The position accounts for 0.03% of the portfolio, ranked #702.
David Shaw first reported a position in LEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $172M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- David Shaw held 624,733 shares of Lennar Class A worth $56.5M as of Q2 2026.
- David Shaw sold 408,506 Lennar Class A shares in Q2 2026, an estimated $36.5M.
- Lennar Class A made up 0.03% of David Shaw's portfolio in Q2 2026, its #702 holding.
- David Shaw first reported a position in Lennar Class A in Q2 2013 and has held it in 52 quarters since.
- David Shaw's Lennar Class A position peaked at $172M in Q3 2024.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.