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Knightsbridge Asset Management’s Lennar Class A LEN Stock Holding History

Knightsbridge Asset 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
2025
Q2 		– Sell
-37,781
Closed -$4.34M – 157
2025
Q1 		$4.34M Sell
37,781
-4,610
-11% -$576K 1.11% 35
2024
Q4 		$5.6M Sell
42,391
-1,421
-3% -$231K 1.3% 27
2024
Q3 		$7.95M Sell
43,812
-1,002
-2% -$168K 1.78% 19
2024
Q2 		$6.5M Buy
+44,814
New +$6.82M 1.61% 26

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Knightsbridge Asset Management's LEN Position: Q2 2025 in Review

Knightsbridge Asset Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 37,781 shares — an estimated $4.34M sold.

Knightsbridge Asset Management first reported a position in LEN in Q2 2024 and held it in 4 quarters. The position peaked at $7.95M in Q3 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Knightsbridge Asset Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Knightsbridge Asset Management sold 37,781 Lennar Class A shares in Q2 2025, an estimated $4.34M.
  • Knightsbridge Asset Management first reported a position in Lennar Class A in Q2 2024 and held it in 4 quarters.
  • Knightsbridge Asset Management's Lennar Class A position peaked at $7.95M in Q3 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Knightsbridge Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.