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Discovery Capital Management’s Lennar Class A LEN Stock Holding History

Discovery Capital Management’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
2024
Q4 		– Sell
-27,065
Closed -$4.91M – 88
2024
Q3 		$4.91M Buy
+27,065
New +$4.53M 0.6% 37
2013
Q3 		– Sell
-1,396,931
Closed -$47.9M – 134
2013
Q2 		$47.9M Buy
+1,396,931
New +$53M 0.51% 51

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Discovery Capital Management's LEN Position: Q4 2024 in Review

Discovery Capital Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 27,065 shares — an estimated $4.91M sold.

Discovery Capital Management first reported a position in LEN in Q2 2013 and held it in 2 quarters. The position peaked at $47.9M in Q2 2013. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Discovery Capital Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Discovery Capital Management sold 27,065 Lennar Class A shares in Q4 2024, an estimated $4.91M.
  • Discovery Capital Management first reported a position in Lennar Class A in Q2 2013 and held it in 2 quarters.
  • Discovery Capital Management's Lennar Class A position peaked at $47.9M in Q2 2013.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Discovery Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.