Marathon Trading Investment Management’s Lennar Class A LEN Stock Holding History

Marathon Trading Investment 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
2026 Q1	–	Sell	-11,000	Closed	-$1.13M	–	347
2025 Q4	$1.13M	Buy	+11,000	New	+$1.33M	0.03%	138
2025 Q3	–	Sell	-5,968	Closed	-$660K	–	333
2025 Q2	$660K	Sell	5,968 -232	-4%	-$25.1K	0.08%	112
2025 Q1	$712K	Buy	6,200 +105	+2%	+$13.1K	0.1%	110
2024 Q4	$805K	Buy	+6,095	New	+$990K	0.04%	135
2020 Q1	–	Sell	-17,163	Closed	-$972K	–	176
2019 Q4	$927K	Buy	17,163 +8,005	+87%	+$457K	0.06%	115
2019 Q3	$495K	Sell	9,158 -3,548	-28%	-$173K	0.09%	130
2019 Q2	$596K	Buy	+12,706	New	+$634K	0.05%	140

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

Marathon Trading Investment Management's LEN Position: Q1 2026 in Review

Marathon Trading Investment Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 11,000 shares — an estimated $1.13M sold.

Marathon Trading Investment Management first reported a position in LEN in Q2 2019 and held it in 7 quarters. The position peaked at $1.13M in Q4 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Marathon Trading Investment Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
Marathon Trading Investment Management sold 11,000 Lennar Class A shares in Q1 2026, an estimated $1.13M.
Marathon Trading Investment Management first reported a position in Lennar Class A in Q2 2019 and held it in 7 quarters.
Marathon Trading Investment Management's Lennar Class A position peaked at $1.13M in Q4 2025.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Marathon Trading Investment Management's 13F filing for Q1 2026, filed 14 May 2026.