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Long Pond Capital’s Lennar Class A LEN Stock Holding History

Long Pond Capital’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
-950,651
Closed -$125M – 40
2024
Q4 		$125M Buy
950,651
+306,266
+48% +$49.8M 6.37% 5
2024
Q3 		$117M Buy
+644,385
New +$108M 5.24% 5
2020
Q1 		– Sell
-1,468,053
Closed -$79.3M – 39
2019
Q4 		$79.3M Sell
1,468,053
-1,336,382
-48% -$76.2M 2.03% 19
2019
Q3 		$152M Buy
2,804,435
+1,194,182
+74% +$58.2M 3.96% 9
2019
Q2 		$75.5M Sell
1,610,253
-794,192
-33% -$39.6M 2.27% 14
2019
Q1 		$114M Buy
2,404,445
+419,359
+21% +$19M 3.98% 9
2018
Q4 		$75.2M Sell
1,985,086
-2,967,298
-60% -$121M 2.95% 9
2018
Q3 		$224M Sell
4,952,384
-419,216
-8% -$21.1M 5.83% 4
2018
Q2 		$273M Buy
5,371,600
+3,562,880
+197% +$187M 6.02% 3
2018
Q1 		$103M Buy
1,808,720
+1,773,972
+5,105% +$107M 2.63% 15
2017
Q4 		$2.13M Buy
+34,748
New +$1.98M 0.06% 28
2017
Q2 		– Sell
-1,351,658
Closed -$65.9M – 31
2017
Q1 		$65.9M Sell
1,351,658
-2,706,414
-67% -$123M 2.9% 14
2016
Q4 		$166M Buy
4,058,072
+1,164,042
+40% +$47.1M 7.78% 5
2016
Q3 		$117M Buy
2,894,030
+692,161
+31% +$30.7M 5.44% 8
2016
Q2 		$96.6M Buy
+2,201,869
New +$96.4M 4.52% 11
2015
Q1 		– Sell
-355,368
Closed -$15.2M – 39
2014
Q4 		$15.2M Buy
+355,368
New +$14.7M 0.91% 28
2014
Q1 		– Sell
-654,302
Closed -$24.6M – 36
2013
Q4 		$24.6M Buy
+654,302
New +$22.1M 2.37% 15

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Long Pond Capital's LEN Position: Q1 2025 in Review

Long Pond Capital sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 950,651 shares — an estimated $125M sold.

Long Pond Capital first reported a position in LEN in Q4 2013 and held it in 17 quarters. The position peaked at $273M in Q2 2018. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Long Pond Capital reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Long Pond Capital sold 950,651 Lennar Class A shares in Q1 2025, an estimated $125M.
  • Long Pond Capital first reported a position in Lennar Class A in Q4 2013 and held it in 17 quarters.
  • Long Pond Capital's Lennar Class A position peaked at $273M in Q2 2018.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Long Pond Capital's 13F filing for Q1 2025, filed 14 May 2025.