Jacobs Levy Equity Management’s Lennar Class A LEN Stock Holding History

Jacobs Levy Equity Management’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 Q1	–	Sell	-37,429	Closed	-$3.85M	–	1020
2025 Q4	$3.85M	Sell	37,429 -311,715	-89%	-$37.6M	0.01%	454
2025 Q3	$44M	Sell	349,144 -446,567	-56%	-$55.4M	0.17%	124
2025 Q2	$88M	Buy	795,711 +59,221	+8%	+$6.42M	0.35%	74
2025 Q1	$84.5M	Buy	736,490 +103,030	+16%	+$12.9M	0.34%	70
2024 Q4	$83.6M	Sell	633,460 -81,283	-11%	-$13.2M	0.3%	85
2024 Q3	$130M	Buy	714,743 +3,233	+0.5%	+$542K	0.5%	50
2024 Q2	$103M	Buy	711,510 +117,532	+20%	+$17.9M	0.43%	54
2024 Q1	$98.9M	Buy	593,978 +363,304	+157%	+$54.6M	0.44%	52
2023 Q4	$33.3M	Sell	230,674 -514	-0.2%	-$61.9K	0.17%	138
2023 Q3	$25.1M	Sell	231,188 -5,803	-2%	-$681K	0.15%	158
2023 Q2	$28.7M	Buy	236,991 +84,166	+55%	+$9.19M	0.17%	154
2023 Q1	$15.6M	Buy	+152,825	New	+$14.8M	0.1%	222
2022 Q3	–	Sell	-23,508	Closed	-$1.61M	–	1099
2022 Q2	$1.61M	Buy	+23,508	New	+$1.72M	0.01%	652

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's LEN Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 37,429 shares — an estimated $3.85M sold.

Jacobs Levy Equity Management first reported a position in LEN in Q2 2022 and held it in 13 quarters. The position peaked at $130M in Q3 2024. 938 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Jacobs Levy Equity Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 37,429 Lennar Class A shares in Q1 2026, an estimated $3.85M.
Jacobs Levy Equity Management first reported a position in Lennar Class A in Q2 2022 and held it in 13 quarters.
Jacobs Levy Equity Management's Lennar Class A position peaked at $130M in Q3 2024.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.