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 | $443K | Buy |
+4,900
| New | +$438K | ﹤0.01% | 4238 |
|
|
2025
Q4 | – | Sell |
-2,500
| Closed | -$315K | – | 4827 |
|
|
2025
Q3 | $315K | Buy |
+2,500
| New | +$310K | ﹤0.01% | 4092 |
|
|
2025
Q2 | – | Sell |
-8,300
| Closed | -$953K | – | 4550 |
|
|
2025
Q1 | $953K | Sell |
8,300
-46,036
| -85% | -$5.75M | ﹤0.01% | 3111 |
|
|
2024
Q4 | $7.17M | Buy |
54,336
+9,504
| +21% | +$1.54M | 0.01% | 1718 |
|
|
2024
Q3 | $8.14M | Buy |
44,832
+8,574
| +24% | +$1.44M | 0.01% | 1567 |
|
|
2024
Q2 | $5.26M | Sell |
36,258
-620
| -2% | -$94.3K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $6.14M | Sell |
36,878
-60,017
| -62% | -$9.02M | 0.01% | 1732 |
|
|
2023
Q4 | $14M | Buy |
96,895
+41,836
| +76% | +$5.04M | 0.01% | 1148 |
|
|
2023
Q3 | $5.98M | Sell |
55,059
-16,631
| -23% | -$1.95M | 0.01% | 1671 |
|
|
2023
Q2 | $8.7M | Buy |
71,690
+60,843
| +561% | +$6.64M | 0.01% | 1454 |
|
|
2023
Q1 | $1.1M | Sell |
10,847
-30,680
| -74% | -$2.96M | ﹤0.01% | 3095 |
|
|
2022
Q4 | $3.64M | Buy |
41,527
+17,768
| +75% | +$1.44M | ﹤0.01% | 2383 |
|
|
2022
Q3 | $1.72M | Buy |
+23,759
| New | +$1.85M | ﹤0.01% | 3132 |
|
|
2021
Q1 | – | Sell |
-11,363
| Closed | -$839K | – | 4289 |
|
|
2020
Q4 | $839K | Sell |
11,363
-5,991
| -35% | -$449K | ﹤0.01% | 3138 |
|
|
2020
Q3 | $1.37M | Buy |
+17,354
| New | +$1.23M | ﹤0.01% | 2650 |
|
|
2019
Q1 | – | Sell |
-63,220
| Closed | -$2.4M | – | 3770 |
|
|
2018
Q4 | $2.4M | Buy |
63,220
+37,808
| +149% | +$1.54M | ﹤0.01% | 2004 |
|
|
2018
Q3 | $1.15M | Sell |
25,412
-930
| -4% | -$46.8K | ﹤0.01% | 2604 |
|
|
2018
Q2 | $1.34M | Buy |
+26,342
| New | +$1.38M | ﹤0.01% | 2507 |
|
|
2016
Q3 | – | Sell |
-75,535
| Closed | -$3.31M | – | 3454 |
|
|
2016
Q2 | $3.31M | Buy |
+75,535
| New | +$3.31M | 0.01% | 1570 |
|
|
2016
Q1 | – | Sell |
-34,143
| Closed | -$1.59M | – | 3622 |
|
|
2015
Q4 | $1.59M | Hold |
34,143
| – | – | ﹤0.01% | 2311 |
|
|
2015
Q3 | $1.56M | Buy |
+34,143
| New | +$1.68M | ﹤0.01% | 2276 |
|
|
2015
Q1 | – | Sell |
-77,321
| Closed | -$3.3M | – | 3840 |
|
|
2014
Q4 | $3.3M | Buy |
77,321
+63,033
| +441% | +$2.61M | ﹤0.01% | 1880 |
|
|
2014
Q3 | $528K | Sell |
14,288
-31,516
| -69% | -$1.17M | ﹤0.01% | 3309 |
|
|
2014
Q2 | $1.83M | Sell |
45,804
-8,825
| -16% | -$335K | ﹤0.01% | 2383 |
|
|
2014
Q1 | $2.06M | Sell |
54,629
-69,022
| -56% | -$2.64M | ﹤0.01% | 2355 |
|
|
2013
Q4 | $4.66M | Buy |
123,651
+16,914
| +16% | +$571K | 0.01% | 1739 |
|
|
2013
Q3 | $3.6M | Hold |
106,737
| – | – | 0.01% | 1889 |
|
|
2013
Q2 | $3.66M | Buy |
+106,737
| New | +$4.05M | 0.01% | 1588 |
|
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.