Dmitry Balyasny’s Lennar Class B LEN.B Stock Holding History

Dmitry Balyasny’s Portfolio LEN.B Stock Details LEN.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88M	Buy	32,495 +22,787	+235%	+$1.99M	﹤0.01%	1645
2026 Q1	$817K	Buy	9,708 +1,787	+23%	+$180K	﹤0.01%	2158
2025 Q4	$753K	Buy	7,921 +2,466	+45%	+$280K	﹤0.01%	2329
2025 Q3	$655K	Sell	5,455 -3,117	-36%	-$369K	﹤0.01%	2277
2025 Q2	$902K	Buy	+8,572	New	+$886K	﹤0.01%	2071
2023 Q3	–	Sell	-2,974	Closed	-$319K	–	2519
2023 Q2	$319K	Buy	+2,974	New	+$279K	﹤0.01%	1973
2023 Q1	–	Sell	-47,578	Closed	-$3.38M	–	2929
2022 Q4	$3.38M	Buy	+47,578	New	+$3.09M	0.01%	1192
2022 Q3	–	Sell	-3,833	Closed	-$214K	–	3073
2022 Q2	$214K	Buy	+3,833	New	+$233K	﹤0.01%	2184
2018 Q3	–	Sell	-24,232	Closed	-$983K	–	1873
2018 Q2	$983K	Buy	24,232 +9,239	+62%	+$382K	﹤0.01%	1139
2018 Q1	$680K	Buy	14,993 +9,030	+151%	+$430K	﹤0.01%	1353
2017 Q4	$293K	Buy	+5,963	New	+$276K	﹤0.01%	1749
2017 Q2	–	Sell	-7,313	Closed	-$285K	–	1615
2017 Q1	$285K	Buy	+7,313	New	+$261K	﹤0.01%	1414

Other funds holding LEN.B

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dmitry Balyasny's LEN.B Position: Q2 2026 in Review

Dmitry Balyasny increased its Lennar Class B (LEN.B) stake by 235% in Q2 2026, buying an estimated $1.99M and bringing the position to 32,495 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Dmitry Balyasny first reported a position in LEN.B in Q1 2017 and has held it in 12 quarters since. The position peaked at $3.38M in Q4 2022. 259 funds tracked by Wall St. Rank hold LEN.B as of Q2 2026.

Dmitry Balyasny held 32,495 shares of Lennar Class B worth $2.88M as of Q2 2026.
Dmitry Balyasny bought 22,787 Lennar Class B shares in Q2 2026, an estimated $1.99M.
Lennar Class B made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1645 holding.
Dmitry Balyasny first reported a position in Lennar Class B in Q1 2017 and has held it in 12 quarters since.
Dmitry Balyasny's Lennar Class B position peaked at $3.38M in Q4 2022.
259 funds tracked by Wall St. Rank held Lennar Class B as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.