Grantham, Mayo, Van Otterloo & Co (GMO)’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
$24.5M Buy
282,555
+43,392
+18% +$4.69M 0.06% 158
2025
Q4
$24.6M Buy
239,163
+13,985
+6% +$1.69M 0.06% 145
2025
Q3
$28.4M Sell
225,178
-7,927
-3% -$984K 0.08% 130
2025
Q2
$25.8M Sell
233,105
-63,429
-21% -$6.87M 0.08% 144
2025
Q1
$34M Buy
296,534
+49,587
+20% +$6.19M 0.11% 126
2024
Q4
$32.6M Buy
246,947
+143,561
+139% +$23.3M 0.11% 126
2024
Q3
$18.8M Sell
103,386
-12,116
-10% -$2.03M 0.06% 202
2024
Q2
$16.8M Sell
115,502
-5,799
-5% -$882K 0.06% 217
2024
Q1
$20.2M Sell
121,301
-29,770
-20% -$4.47M 0.07% 187
2023
Q4
$21.8M Sell
151,071
-31,061
-17% -$3.74M 0.1% 159
2023
Q3
$19.8M Sell
182,132
-21,487
-11% -$2.52M 0.09% 179
2023
Q2
$24.7M Sell
203,619
-126,117
-38% -$13.8M 0.11% 159
2023
Q1
$33.6M Sell
329,736
-55,678
-14% -$5.38M 0.17% 123
2022
Q4
$33.8M Buy
385,414
+10,332
+3% +$837K 0.18% 122
2022
Q3
$27.1M Sell
375,082
-32,540
-8% -$2.53M 0.16% 130
2022
Q2
$27.8M Buy
407,622
+90,801
+29% +$6.65M 0.15% 139
2022
Q1
$24.9M Buy
316,821
+26,755
+9% +$2.41M 0.12% 165
2021
Q4
$32.6M Sell
290,066
-38,118
-12% -$3.9M 0.16% 110
2021
Q3
$29.8M Buy
328,184
+9,917
+3% +$981K 0.15% 118
2021
Q2
$30.6M Buy
318,267
+60,017
+23% +$5.8M 0.15% 110
2021
Q1
$25.3M Buy
258,250
+60,327
+30% +$5.07M 0.14% 110
2020
Q4
$14.6M Buy
+197,923
New +$14.8M 0.09% 152
2013
Q4
Sell
-12,502
Closed -$421K 686
2013
Q3
$421K Sell
12,502
-2,311
-16% -$75K ﹤0.01% 579
2013
Q2
$508K Buy
+14,813
New +$562K ﹤0.01% 535

Other funds holding LEN