EFG Asset Management’s Lennar Class A LEN Stock Holding History

EFG Asset 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
2025 Q2	–	Sell	-13,195	Closed	-$1.51M	–	178
2025 Q1	$1.51M	Sell	13,195 -2,688	-17%	-$336K	0.25%	154
2024 Q4	$2.1M	Buy	15,883 +1,417	+10%	+$230K	0.29%	152
2024 Q3	$2.62M	Buy	14,466 +1,910	+15%	+$320K	0.44%	91
2024 Q2	$1.82M	Sell	12,556 -3,255	-21%	-$495K	0.32%	124
2024 Q1	$2.63M	Sell	15,811 -83	-0.5%	-$12.5K	0.45%	76
2023 Q4	$2.29M	Buy	15,894 +10,696	+206%	+$1.29M	0.43%	89
2023 Q3	$565K	Sell	5,198 -3,151	-38%	-$370K	0.13%	183
2023 Q2	$1.01M	Buy	8,349 +4,301	+106%	+$469K	0.22%	152
2023 Q1	$412K	Buy	+4,048	New	+$391K	0.09%	177

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EFG Asset Management's LEN Position: Q2 2025 in Review

EFG Asset Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 13,195 shares — an estimated $1.51M sold.

EFG Asset Management first reported a position in LEN in Q1 2023 and held it in 9 quarters. The position peaked at $2.63M in Q1 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

EFG Asset Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
EFG Asset Management sold 13,195 Lennar Class A shares in Q2 2025, an estimated $1.51M.
EFG Asset Management first reported a position in Lennar Class A in Q1 2023 and held it in 9 quarters.
EFG Asset Management's Lennar Class A position peaked at $2.63M in Q1 2024.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.