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	-309,900	Closed	-$40.9M	–	39
2024 Q4	$40.9M	Buy	+309,900	New	+$50.4M	2.08%	20

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.