LMR Partners’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 | – | Sell |
-8,516
| Closed | -$875K | – | 1695 |
|
|
2025
Q4 | $875K | Sell |
8,516
-36,769
| -81% | -$4.44M | ﹤0.01% | 1022 |
|
|
2025
Q3 | $5.71M | Buy |
+45,285
| New | +$5.62M | 0.03% | 474 |
|
|
2024
Q4 | – | Sell |
-26,431
| Closed | -$4.3M | – | 1429 |
|
|
2024
Q3 | $4.8M | Buy |
+26,431
| New | +$4.43M | 0.04% | 378 |
|
|
2024
Q2 | – | Sell |
-6,405
| Closed | -$1.07M | – | 1212 |
|
|
2024
Q1 | $1.07M | Buy |
+6,405
| New | +$963K | 0.01% | 670 |
|
|
2023
Q3 | – | Sell |
-2,674
| Closed | -$324K | – | 992 |
|
|
2023
Q2 | $324K | Buy |
2,674
+550
| +26% | +$60K | ﹤0.01% | 545 |
|
|
2023
Q1 | $216K | Sell |
2,124
-1,006
| -32% | -$97.1K | ﹤0.01% | 851 |
|
|
2022
Q4 | $274K | Buy |
+3,130
| New | +$253K | ﹤0.01% | 961 |
|
|
2022
Q3 | – | Sell |
-25,905
| Closed | -$1.77M | – | 1266 |
|
|
2022
Q2 | $1.77M | Buy |
+25,905
| New | +$1.9M | 0.03% | 577 |
|
|
2020
Q3 | – | Sell |
-75,766
| Closed | -$4.52M | – | 551 |
|
|
2020
Q2 | $4.52M | Buy |
75,766
+57,682
| +319% | +$2.95M | 0.11% | 124 |
|
|
2020
Q1 | $700K | Sell |
18,084
-13,284
| -42% | -$752K | 0.03% | 154 |
|
|
2019
Q4 | $1.69K | Buy |
31,368
+16,254
| +108% | +$927K | ﹤0.01% | 148 |
|
|
2019
Q3 | $817K | Buy |
+15,114
| New | +$736K | 0.04% | 200 |
|
|
2019
Q2 | – | Sell |
-13,531
| Closed | -$643K | – | 515 |
|
|
2019
Q1 | $643K | Buy |
+13,531
| New | +$612K | 0.03% | 226 |
|
|
2018
Q4 | – | Sell |
-16,956
| Closed | -$766K | – | 414 |
|
|
2018
Q3 | $766K | Buy |
+16,956
| New | +$854K | 0.05% | 152 |
|
|
2017
Q3 | – | Sell |
-15,018
| Closed | -$762K | – | 449 |
|
|
2017
Q2 | $762K | Buy |
15,018
+4,552
| +43% | +$224K | 0.05% | 365 |
|
|
2017
Q1 | $510K | Buy |
+10,466
| New | +$474K | 0.05% | 216 |
|
|
2016
Q4 | – | Sell |
-15,707
| Closed | -$633K | – | 372 |
|
|
2016
Q3 | $633K | Buy |
+15,707
| New | +$696K | 0.06% | 242 |
|
|
2016
Q2 | – | Sell |
-6,455
| Closed | -$297 | – | 546 |
|
|
2016
Q1 | $297 | Sell |
6,455
-3,366
| -34% | -$138K | 0.03% | 328 |
|
|
2015
Q4 | $457K | Sell |
9,821
-13,096
| -57% | -$624K | 0.15% | 134 |
|
|
2015
Q3 | $1.05M | Sell |
22,917
-8,922
| -28% | -$438K | 0.11% | 170 |
|
|
2015
Q2 | $1.55M | Buy |
31,839
+4,844
| +18% | +$223K | 0.19% | 155 |
|
|
2015
Q1 | $1.33M | Buy |
26,995
+4,386
| +19% | +$200K | 0.18% | 151 |
|
|
2014
Q4 | $965K | Buy |
+22,609
| New | +$936K | 0.13% | 212 |
|
Other funds holding LEN
VCM
GA
VPM
LMR Partners's LEN Position: Q1 2026 in Review
LMR Partners sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 8,516 shares — an estimated $875K sold.
LMR Partners first reported a position in LEN in Q4 2014 and held it in 23 quarters. The position peaked at $5.71M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- LMR Partners reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
- LMR Partners sold 8,516 Lennar Class A shares in Q1 2026, an estimated $875K.
- LMR Partners first reported a position in Lennar Class A in Q4 2014 and held it in 23 quarters.
- LMR Partners's Lennar Class A position peaked at $5.71M in Q3 2025.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.