John Overdeck’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
Q2
$233M Sell
2,571,015
-32,922
-1% -$2.94M 0.17% 126
2026
Q1
$226M Buy
2,603,937
+1,067,658
+69% +$115M 0.18% 121
2025
Q4
$158M Buy
1,536,279
+1,330,778
+648% +$161M 0.22% 113
2025
Q3
$25.9M Sell
205,501
-247,155
-55% -$30.7M 0.04% 538
2025
Q2
$50.1M Buy
452,656
+326,953
+260% +$35.4M 0.09% 285
2025
Q1
$14.4M Buy
125,703
+114,649
+1,037% +$14.3M 0.03% 612
2024
Q4
$1.46M Sell
11,054
-2,996
-21% -$487K ﹤0.01% 1932
2024
Q3
$2.55M Sell
14,050
-10,620
-43% -$1.78M 0.01% 1517
2024
Q2
$3.58M Buy
24,670
+21,673
+723% +$3.3M 0.01% 1172
2024
Q1
$499K Hold
2,997
﹤0.01% 2337
2023
Q4
$432K Buy
+2,997
New +$361K ﹤0.01% 2538
2022
Q3
Sell
-28,203
Closed -$1.93M 2654
2022
Q2
$1.93M Sell
28,203
-422,170
-94% -$30.9M 0.01% 1231
2022
Q1
$35.4M Buy
450,373
+430,023
+2,113% +$38.7M 0.1% 240
2021
Q4
$2.29M Buy
+20,350
New +$2.08M ﹤0.01% 1810
2020
Q2
Sell
-28,201
Closed -$1.04M 3268
2020
Q1
$1.04M Buy
28,201
+846
+3% +$47.9K 0.01% 1379
2019
Q4
$1.48M Buy
+27,355
New +$1.56M ﹤0.01% 1839
2019
Q1
Sell
-13,299
Closed -$602K 3278
2018
Q4
$504K Buy
13,299
+6,961
+110% +$284K ﹤0.01% 2093
2018
Q3
$286K Buy
+6,338
New +$319K ﹤0.01% 2795
2018
Q1
Sell
-230,741
Closed -$13.9M 3351
2017
Q4
$14.1M Buy
+230,741
New +$13.1M 0.05% 470
2016
Q3
Sell
-15,633
Closed -$692K 3249
2016
Q2
$686K Buy
+15,633
New +$684K ﹤0.01% 2023
2015
Q1
Sell
-290,716
Closed -$13.2M 2739
2014
Q4
$12.4M Buy
+290,716
New +$12M 0.07% 355
2013
Q3
Sell
-582,591
Closed -$20M 1981
2013
Q2
$20M Buy
+582,591
New +$22.1M 0.14% 205

Other funds holding LEN

John Overdeck's LEN Position: Q2 2026 in Review

John Overdeck reduced its Lennar Class A (LEN) stake by 1.3% in Q2 2026, selling an estimated $2.94M and leaving 2,571,015 shares worth $233M. The position accounts for 0.17% of the portfolio, ranked #126.

John Overdeck first reported a position in LEN in Q2 2013 and has held it in 22 quarters since. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • John Overdeck held 2,571,015 shares of Lennar Class A worth $233M as of Q2 2026.
  • John Overdeck sold 32,922 Lennar Class A shares in Q2 2026, an estimated $2.94M.
  • Lennar Class A made up 0.17% of John Overdeck's portfolio in Q2 2026, its #126 holding.
  • John Overdeck first reported a position in Lennar Class A in Q2 2013 and has held it in 22 quarters since.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.