Greenhaven Associates’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 | $923M | Buy |
10,632,131
+537,984
| +5% | +$58.1M | 15.21% | 2 |
|
|
2025
Q4 | $1.04B | Buy |
10,094,147
+440,753
| +5% | +$53.2M | 16.82% | 2 |
|
|
2025
Q3 | $1.22B | Buy |
9,653,394
+159,809
| +2% | +$19.8M | 18.5% | 2 |
|
|
2025
Q2 | $1.05B | Buy |
9,493,585
+53,630
| +0.6% | +$5.81M | 15.62% | 3 |
|
|
2025
Q1 | $1.08B | Sell |
9,439,955
-27,216
| -0.3% | -$3.4M | 17.22% | 3 |
|
|
2024
Q4 | $1.25B | Buy |
9,467,171
+80,108
| +0.9% | +$13M | 18.49% | 2 |
|
|
2024
Q3 | $1.7B | Buy |
9,387,063
+118,437
| +1% | +$19.8M | 19.98% | 1 |
|
|
2024
Q2 | $1.34B | Buy |
9,268,626
+40,365
| +0.4% | +$6.14M | 17.67% | 1 |
|
|
2024
Q1 | $1.54B | Sell |
9,228,261
-112,859
| -1% | -$17M | 14.15% | 1 |
|
|
2023
Q4 | $1.35B | Buy |
9,341,120
+62,456
| +0.7% | +$7.52M | 14.37% | 1 |
|
|
2023
Q3 | $1.01B | Sell |
9,278,664
-86,772
| -0.9% | -$10.2M | 13.07% | 1 |
|
|
2023
Q2 | $1.14B | Sell |
9,365,436
-36,298
| -0.4% | -$3.96M | 15.09% | 1 |
|
|
2023
Q1 | $957M | Sell |
9,401,734
-168,252
| -2% | -$16.2M | 14.85% | 1 |
|
|
2022
Q4 | $838M | Sell |
9,569,986
-57,344
| -0.6% | -$4.64M | 14.88% | 1 |
|
|
2022
Q3 | $695M | Sell |
9,627,330
-1,022
| -0% | -$79.4K | 14.62% | 1 |
|
|
2022
Q2 | $658M | Buy |
9,628,352
+1,912,245
| +25% | +$140M | 14.2% | 2 |
|
|
2022
Q1 | $606M | Buy |
7,716,107
+283,360
| +4% | +$25.5M | 16.08% | 3 |
|
|
2021
Q4 | $836M | Buy |
7,432,747
+198,757
| +3% | +$20.3M | 21.13% | 1 |
|
|
2021
Q3 | $656M | Sell |
7,233,990
-20,239
| -0.3% | -$2M | 21.87% | 2 |
|
|
2021
Q2 | $698M | Sell |
7,254,229
-2,825
| -0% | -$273K | 20.39% | 2 |
|
|
2021
Q1 | $711M | Sell |
7,257,054
-535,735
| -7% | -$45M | 16.07% | 2 |
|
|
2020
Q4 | $575M | Sell |
7,792,789
-45,124
| -0.6% | -$3.38M | 10.83% | 4 |
|
|
2020
Q3 | $620M | Sell |
7,837,913
-1,934,158
| -20% | -$137M | 13.62% | 1 |
|
|
2020
Q2 | $583M | Sell |
9,772,071
-176,535
| -2% | -$9.02M | 12.91% | 1 |
|
|
2020
Q1 | $368M | Buy |
9,948,606
+550,401
| +6% | +$31.2M | 13.69% | 2 |
|
|
2019
Q4 | $508M | Sell |
9,398,205
-254,249
| -3% | -$14.5M | 11.32% | 4 |
|
|
2019
Q3 | $522M | Buy |
9,652,454
+27,254
| +0.3% | +$1.33M | 10.55% | 4 |
|
|
2019
Q2 | $452M | Sell |
9,625,200
-37,776
| -0.4% | -$1.88M | 7.88% | 5 |
|
|
2019
Q1 | $459M | Buy |
9,662,976
+2,886
| +0% | +$131K | 8.16% | 6 |
|
|
2018
Q4 | $366M | Buy |
9,660,090
+69,244
| +0.7% | +$2.82M | 7.06% | 7 |
|
|
2018
Q3 | $433M | Buy |
9,590,846
+20,941
| +0.2% | +$1.05M | 6.71% | 7 |
|
|
2018
Q2 | $486M | Buy |
9,569,905
+592,372
| +7% | +$31M | 7.28% | 7 |
|
|
2018
Q1 | $512M | Buy |
8,977,533
+3,350,035
| +60% | +$202M | 8.06% | 6 |
|
|
2017
Q4 | $345M | Sell |
5,627,498
-71,925
| -1% | -$4.09M | 5.2% | 8 |
|
|
2017
Q3 | $286M | Buy |
5,699,423
+4,840
| +0.1% | +$241K | 4.3% | 9 |
|
|
2017
Q2 | $289M | Buy |
5,694,583
+48,536
| +0.9% | +$2.39M | 4.37% | 9 |
|
|
2017
Q1 | $275M | Sell |
5,646,047
-20,686
| -0.4% | -$938K | 4.37% | 9 |
|
|
2016
Q4 | $232M | Buy |
5,666,733
+351,893
| +7% | +$14.2M | 3.91% | 9 |
|
|
2016
Q3 | $214M | Buy |
5,314,840
+275,118
| +5% | +$12.2M | 4.09% | 9 |
|
|
2016
Q2 | $221M | Sell |
5,039,722
-10,306
| -0.2% | -$451K | 4.34% | 8 |
|
|
2016
Q1 | $232M | Buy |
5,050,028
+756,751
| +18% | +$31M | 4.44% | 8 |
|
|
2015
Q4 | $200M | Buy |
+4,293,277
| New | +$205M | 3.8% | 10 |
|
Other funds holding LEN
VCM
VPM
AACR
Greenhaven Associates's LEN Position: Q1 2026 in Review
Greenhaven Associates increased its Lennar Class A (LEN) stake by 5.3% in Q1 2026, buying an estimated $58.1M and bringing the position to 10,632,131 shares worth $923M. The position accounts for 15.21% of the portfolio, ranked #2.
Greenhaven Associates first reported a position in LEN in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.7B in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Greenhaven Associates held 10,632,131 shares of Lennar Class A worth $923M as of Q1 2026.
- Greenhaven Associates bought 537,984 Lennar Class A shares in Q1 2026, an estimated $58.1M.
- Lennar Class A made up 15.21% of Greenhaven Associates's portfolio in Q1 2026, its #2 holding.
- Greenhaven Associates first reported a position in Lennar Class A in Q4 2015 and has held it in 42 quarters since.
- Greenhaven Associates's Lennar Class A position peaked at $1.7B in Q3 2024.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Greenhaven Associates's 13F filing for Q1 2026, filed 6 Apr 2026.