LMR Partners’s Lennar Class A LEN Stock Holding History

LMR Partners’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 Q1	–	Sell	-6,715	Closed	-$886K	–	1522
2024 Q4	$886K	Buy	+6,715	New	+$1.09M	0.01%	745

Other funds holding LEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.