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Eminence Capital’s Lennar Class A LEN Stock Holding History

Eminence Capital’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
2018
Q2 		– Sell
-3,798,651
Closed -$217M – 48
2018
Q1 		$217M Sell
3,798,651
-2,789
-0.1% -$168K 3.23% 10
2017
Q4 		$233M Buy
+3,801,440
New +$216M 3.55% 7

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eminence Capital's LEN Position: Q4 2025 in Review

Eminence Capital sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 993,224 shares — an estimated $125M sold.

Eminence Capital first reported a position in LEN in Q3 2013 and held it in 44 quarters. The position peaked at $655M in Q2 2018. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Eminence Capital reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Eminence Capital sold 993,224 Lennar Class A shares in Q4 2025, an estimated $125M.
  • Eminence Capital first reported a position in Lennar Class A in Q3 2013 and held it in 44 quarters.
  • Eminence Capital's Lennar Class A position peaked at $655M in Q2 2018.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Eminence Capital's 13F filing for Q4 2025, filed 17 Feb 2026.