John Overdeck’s Lennar Class A LEN Stock Holding History

John Overdeck’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	$525K	Buy	+5,800	New	+$519K	﹤0.01%	4127
2021 Q4	–	Sell	-6,198	Closed	-$562K	–	4594
2021 Q3	$562K	Buy	+6,198	New	+$613K	﹤0.01%	3154
2021 Q2	–	Sell	-5,165	Closed	-$506K	–	4341
2021 Q1	$506K	Buy	5,165 +1,343	+35%	+$113K	﹤0.01%	2916
2020 Q4	$282K	Sell	3,822 -310	-8%	-$23.2K	﹤0.01%	2913
2020 Q3	$327K	Buy	+4,132	New	+$293K	﹤0.01%	2534
2020 Q2	–	Sell	-21,177	Closed	-$783K	–	3269
2020 Q1	$783K	Sell	21,177 -104,333	-83%	-$5.91M	0.01%	1608
2019 Q4	$6.78M	Sell	125,510 -29,853	-19%	-$1.7M	0.02%	783
2019 Q3	$8.4M	Buy	155,363 +73,756	+90%	+$3.59M	0.03%	613
2019 Q2	$3.83M	Buy	81,607 +40,803	+100%	+$2.04M	0.01%	1036
2019 Q1	$1.94M	Sell	40,804 -16,734	-29%	-$757K	0.01%	1442
2018 Q4	$2.18M	Sell	57,538 -69,418	-55%	-$2.83M	0.01%	1201
2018 Q3	$5.74M	Sell	126,956 -23,655	-16%	-$1.19M	0.02%	891
2018 Q2	$7.66M	Buy	150,611 +12,912	+9%	+$676K	0.02%	792
2018 Q1	$7.86M	Buy	+137,699	New	+$8.31M	0.03%	702
2017 Q4	–	Sell	-81,944	Closed	-$4.12M	–	3288
2017 Q3	$4.12M	Buy	81,944 +9,140	+13%	+$456K	0.01%	896
2017 Q2	$3.69M	Buy	72,804 +51,267	+238%	+$2.52M	0.01%	1032
2017 Q1	$1.05M	Sell	21,537 -49,376	-70%	-$2.24M	﹤0.01%	1897
2016 Q4	$2.9M	Buy	70,913 +525	+0.7%	+$21.2K	0.01%	1199
2016 Q3	$2.84M	Buy	70,388 +19,226	+38%	+$852K	0.01%	1217
2016 Q2	$2.25M	Buy	51,162 +31,411	+159%	+$1.37M	0.01%	1197
2016 Q1	$909K	Sell	19,751 -14,918	-43%	-$612K	﹤0.01%	1658
2015 Q4	$1.61M	Buy	+34,669	New	+$1.65M	0.01%	1205
2015 Q3	–	Sell	-14,708	Closed	-$715K	–	2481
2015 Q2	$715K	Buy	+14,708	New	+$676K	﹤0.01%	1890

Other funds holding LEN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

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.