Mark Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,000
| Closed | -$1.95M | – | 56 |
|
|
2025
Q1 | $1.95M | Buy |
17,000
+8,902
| +110% | +$1.11M | 0.19% | 45 |
|
|
2024
Q4 | $1.07M | Buy |
+8,098
| New | +$1.32M | 0.12% | 47 |
|
|
2024
Q2 | – | Sell |
-66,946
| Closed | -$11.1M | – | 60 |
|
|
2024
Q1 | $11.1M | Sell |
66,946
-25,521
| -28% | -$3.84M | 1.45% | 26 |
|
|
2023
Q4 | $13.3M | Sell |
92,467
-396
| -0.4% | -$47.7K | 1.75% | 21 |
|
|
2023
Q3 | $10.1M | Sell |
92,863
-56,892
| -38% | -$6.67M | 1.82% | 23 |
|
|
2023
Q2 | $18.2M | Sell |
149,755
-222
| -0.1% | -$24.2K | 2.94% | 15 |
|
|
2023
Q1 | $15.3M | Sell |
149,977
-4,896
| -3% | -$473K | 2.79% | 15 |
|
|
2022
Q4 | $13.6M | Buy |
154,873
+15,456
| +11% | +$1.25M | 3.09% | 14 |
|
|
2022
Q3 | $10.1M | Buy |
139,417
+15,457
| +12% | +$1.2M | 2.48% | 15 |
|
|
2022
Q2 | $8.47M | Buy |
+123,960
| New | +$9.08M | 2.05% | 18 |
|
|
2021
Q1 | – | Sell |
-80,950
| Closed | -$5.97M | – | 57 |
|
|
2020
Q4 | $5.97M | Sell |
80,950
-38,790
| -32% | -$2.91M | 0.72% | 37 |
|
|
2020
Q3 | $9.47M | Sell |
119,740
-35,165
| -23% | -$2.5M | 1.36% | 25 |
|
|
2020
Q2 | $9.24M | Sell |
154,905
-21,411
| -12% | -$1.09M | 1.74% | 19 |
|
|
2020
Q1 | $6.52M | Buy |
176,316
+11,101
| +7% | +$628K | 1.5% | 25 |
|
|
2019
Q4 | $8.92M | Sell |
165,215
-21,297
| -11% | -$1.21M | 1.49% | 21 |
|
|
2019
Q3 | $10.1M | Sell |
186,512
-1,956
| -1% | -$95.3K | 2.51% | 17 |
|
|
2019
Q2 | $8.84M | Sell |
188,468
-10,049
| -5% | -$501K | 2.06% | 22 |
|
|
2019
Q1 | $9.43M | Sell |
198,517
-18,859
| -9% | -$853K | 2.08% | 21 |
|
|
2018
Q4 | $8.24M | Sell |
217,376
-1,802
| -0.8% | -$73.5K | 2.23% | 18 |
|
|
2018
Q3 | $9.91M | Sell |
219,178
-10,372
| -5% | -$522K | 2.34% | 20 |
|
|
2018
Q2 | $11.7M | Buy |
229,550
+54,355
| +31% | +$2.85M | 2.86% | 12 |
|
|
2018
Q1 | $10M | Sell |
175,195
-49,054
| -22% | -$2.96M | 2.68% | 16 |
|
|
2017
Q4 | $13.7M | Sell |
224,249
-68,819
| -23% | -$3.91M | 3.44% | 10 |
|
|
2017
Q3 | $14.7M | Sell |
293,068
-7,466
| -2% | -$372K | 3.21% | 13 |
|
|
2017
Q2 | $15.3M | Sell |
300,534
-26,871
| -8% | -$1.32M | 3.43% | 13 |
|
|
2017
Q1 | $16M | Sell |
327,405
-24,509
| -7% | -$1.11M | 3.69% | 11 |
|
|
2016
Q4 | $14.4M | Sell |
351,914
-11,213
| -3% | -$454K | 3.75% | 11 |
|
|
2016
Q3 | $14.6M | Buy |
363,127
+1,823
| +0.5% | +$80.8K | 3.9% | 10 |
|
|
2016
Q2 | $15.9M | Sell |
361,304
-2,710
| -0.7% | -$119K | 4.68% | 5 |
|
|
2016
Q1 | $16.8M | Sell |
364,014
-9,902
| -3% | -$406K | 4.85% | 6 |
|
|
2015
Q4 | $17.4M | Buy |
373,916
+2,014
| +0.5% | +$96K | 4.47% | 6 |
|
|
2015
Q3 | $17M | Sell |
371,902
-1,076
| -0.3% | -$52.8K | 4.96% | 4 |
|
|
2015
Q2 | $18.1M | Buy |
372,978
+1,582
| +0.4% | +$72.7K | 4.73% | 5 |
|
|
2015
Q1 | $18.3M | Buy |
371,396
+5,020
| +1% | +$229K | 4.84% | 4 |
|
|
2014
Q4 | $15.6M | Sell |
366,376
-5,032
| -1% | -$208K | 4.2% | 6 |
|
|
2014
Q3 | $13.7M | Sell |
371,408
-2,295
| -0.6% | -$85.2K | 3.75% | 9 |
|
|
2014
Q2 | $14.9M | Buy |
373,703
+12,908
| +4% | +$489K | 4.02% | 7 |
|
|
2014
Q1 | $13.6M | Sell |
360,795
-13,519
| -4% | -$517K | 4.18% | 6 |
|
|
2013
Q4 | $14.1M | Buy |
374,314
+4,481
| +1% | +$151K | 4.02% | 6 |
|
|
2013
Q3 | $12.5M | Buy |
+369,833
| New | +$12M | 3.95% | 9 |
|
Other funds holding LEN
GA
Mark Asset Management's LEN Position: Q2 2025 in Review
Mark Asset Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 17,000 shares — an estimated $1.95M sold.
Mark Asset Management first reported a position in LEN in Q3 2013 and held it in 40 quarters. The position peaked at $18.3M in Q1 2015. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.
- Mark Asset Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
- Mark Asset Management sold 17,000 Lennar Class A shares in Q2 2025, an estimated $1.95M.
- Mark Asset Management first reported a position in Lennar Class A in Q3 2013 and held it in 40 quarters.
- Mark Asset Management's Lennar Class A position peaked at $18.3M in Q1 2015.
- 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.
Based on Mark Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.