Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Lennar Class A LEN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2026
Q2 		$27.9M Buy
308,339
+25,784
+9% +$2.31M 0.06% 142
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s LEN Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Lennar Class A (LEN) stake by 9.1% in Q2 2026, buying an estimated $2.31M and bringing the position to 308,339 shares worth $27.9M. The position accounts for 0.06% of the portfolio, ranked #142.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LEN in Q2 2013 and has held it in 25 quarters since. The position peaked at $34M in Q1 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 308,339 shares of Lennar Class A worth $27.9M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 25,784 Lennar Class A shares in Q2 2026, an estimated $2.31M.
  • Lennar Class A made up 0.06% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #142 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Lennar Class A in Q2 2013 and has held it in 25 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Lennar Class A position peaked at $34M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.