First Manhattan’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
Q1 | $489K | Sell |
5,632
-2,188
| -28% | -$236K | ﹤0.01% | 570 |
|
|
2025
Q4 | $804K | Sell |
7,820
-1,116
| -12% | -$135K | ﹤0.01% | 466 |
|
|
2025
Q3 | $1.13M | Buy |
8,936
+597
| +7% | +$74.1K | ﹤0.01% | 412 |
|
|
2025
Q2 | $922K | Buy |
8,339
+1,775
| +27% | +$192K | ﹤0.01% | 434 |
|
|
2025
Q1 | $753K | Sell |
6,564
-59,431
| -90% | -$7.42M | ﹤0.01% | 438 |
|
|
2024
Q4 | $8.71M | Sell |
65,995
-2,664
| -4% | -$433K | 0.03% | 159 |
|
|
2024
Q3 | $12.5M | Sell |
68,659
-155
| -0.2% | -$26K | 0.04% | 128 |
|
|
2024
Q2 | $9.98M | Sell |
68,814
-156
| -0.2% | -$23.7K | 0.03% | 145 |
|
|
2024
Q1 | $11.5M | Sell |
68,970
-50
| -0.1% | -$7.51K | 0.04% | 136 |
|
|
2023
Q4 | $9.96M | Sell |
69,020
-22
| -0% | -$2.65K | 0.03% | 147 |
|
|
2023
Q3 | $7.5M | Sell |
69,042
-1,270
| -2% | -$149K | 0.03% | 176 |
|
|
2023
Q2 | $8.53M | Sell |
70,312
-11,502
| -14% | -$1.26M | 0.03% | 154 |
|
|
2023
Q1 | $8.32M | Sell |
81,814
-59,684
| -42% | -$5.76M | 0.03% | 159 |
|
|
2022
Q4 | $12.4M | Sell |
141,498
-15,278
| -10% | -$1.24M | 0.05% | 130 |
|
|
2022
Q3 | $11.3M | Sell |
156,776
-5,682
| -3% | -$441K | 0.05% | 131 |
|
|
2022
Q2 | $11.1M | Sell |
162,458
-1,033
| -0.6% | -$75.7K | 0.04% | 145 |
|
|
2022
Q1 | $12.8M | Sell |
163,491
-129
| -0.1% | -$11.6K | 0.04% | 151 |
|
|
2021
Q4 | $18.4M | Sell |
163,620
-3,564
| -2% | -$364K | 0.06% | 121 |
|
|
2021
Q3 | $15.2M | Sell |
167,184
-9,598
| -5% | -$950K | 0.06% | 126 |
|
|
2021
Q2 | $17M | Sell |
176,782
-1,033
| -0.6% | -$99.8K | 0.06% | 123 |
|
|
2021
Q1 | $17.4M | Sell |
177,815
-926
| -0.5% | -$77.9K | 0.08% | 120 |
|
|
2020
Q4 | $13.2M | Sell |
178,741
-4,457
| -2% | -$334K | 0.06% | 136 |
|
|
2020
Q3 | $14.5M | Sell |
183,198
-2,325
| -1% | -$165K | 0.07% | 119 |
|
|
2020
Q2 | $11.1M | Sell |
185,523
-101,259
| -35% | -$5.17M | 0.06% | 139 |
|
|
2020
Q1 | $10.6M | Sell |
286,782
-661,085
| -70% | -$37.4M | 0.07% | 141 |
|
|
2019
Q4 | $51.2M | Sell |
947,867
-134,135
| -12% | -$7.65M | 0.26% | 61 |
|
|
2019
Q3 | $58.5M | Sell |
1,082,002
-23,742
| -2% | -$1.16M | 0.32% | 54 |
|
|
2019
Q2 | $51.9M | Sell |
1,105,744
-20,728
| -2% | -$1.03M | 0.29% | 60 |
|
|
2019
Q1 | $53.5M | Buy |
1,126,472
+125,841
| +13% | +$5.69M | 0.31% | 55 |
|
|
2018
Q4 | $37.9M | Buy |
1,000,631
+110,190
| +12% | +$4.49M | 0.24% | 65 |
|
|
2018
Q3 | $40.2M | Buy |
890,441
+810,053
| +1,008% | +$40.8M | 0.21% | 76 |
|
|
2018
Q2 | $4.08M | Buy |
80,388
+77,134
| +2,370% | +$4.04M | 0.02% | 283 |
|
|
2018
Q1 | $185K | Sell |
3,254
-207
| -6% | -$12.5K | ﹤0.01% | 685 |
|
|
2017
Q4 | $211K | Sell |
3,461
-58,312
| -94% | -$3.31M | ﹤0.01% | 708 |
|
|
2017
Q3 | $3.1M | Hold |
61,773
| – | – | 0.02% | 315 |
|
|
2017
Q2 | $3.13M | Buy |
61,773
+59,882
| +3,167% | +$2.95M | 0.02% | 304 |
|
|
2017
Q1 | $92K | Hold |
1,891
| – | – | ﹤0.01% | 829 |
|
|
2016
Q4 | $77K | Hold |
1,891
| – | – | ﹤0.01% | 851 |
|
|
2016
Q3 | $76K | Hold |
1,891
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $82K | Hold |
1,891
| – | – | ﹤0.01% | 855 |
|
|
2016
Q1 | $87K | Sell |
1,891
-2,033
| -52% | -$83.4K | ﹤0.01% | 813 |
|
|
2015
Q4 | $182K | Buy |
3,924
+3,023
| +336% | +$144K | ﹤0.01% | 696 |
|
|
2015
Q3 | $41K | Sell |
901
-263
| -23% | -$12.9K | ﹤0.01% | 984 |
|
|
2015
Q2 | $56K | Sell |
1,164
-42
| -3% | -$1.93K | ﹤0.01% | 943 |
|
|
2015
Q1 | $59K | Buy |
1,206
+305
| +34% | +$13.9K | ﹤0.01% | 945 |
|
|
2014
Q4 | $38K | Hold |
901
| – | – | ﹤0.01% | 1030 |
|
|
2014
Q3 | $33K | Buy |
901
+271
| +43% | +$10.1K | ﹤0.01% | 1037 |
|
|
2014
Q2 | $25K | Hold |
630
| – | – | ﹤0.01% | 1063 |
|
|
2014
Q1 | $23K | Hold |
630
| – | – | ﹤0.01% | 1066 |
|
|
2013
Q4 | $23K | Sell |
630
-316
| -33% | -$10.7K | ﹤0.01% | 1046 |
|
|
2013
Q3 | $31K | Hold |
946
| – | – | ﹤0.01% | 1018 |
|
|
2013
Q2 | $29K | Buy |
+946
| New | +$35.9K | ﹤0.01% | 1021 |
|
Other funds holding LEN
VCM
GA
VPM
First Manhattan's LEN Position: Q1 2026 in Review
First Manhattan reduced its Lennar Class A (LEN) stake by 28% in Q1 2026, selling an estimated $236K and leaving 5,632 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #570.
First Manhattan first reported a position in LEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.5M in Q3 2019. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- First Manhattan held 5,632 shares of Lennar Class A worth $489K as of Q1 2026.
- First Manhattan sold 2,188 Lennar Class A shares in Q1 2026, an estimated $236K.
- Lennar Class A made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #570 holding.
- First Manhattan first reported a position in Lennar Class A in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Lennar Class A position peaked at $58.5M in Q3 2019.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.