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Marsico Capital Management’s Lennar Class A LEN Stock Holding History

Marsico Capital 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
2024
Q4 		– Sell
-40,295
Closed -$7.31M – 69
2024
Q3 		$7.31M Hold
40,295
– – 0.2% 49
2024
Q2 		$5.85M Sell
40,295
-149,966
-79% -$22.8M 0.17% 48
2024
Q1 		$31.7M Hold
190,261
– – 1.04% 22
2023
Q4 		$27.5M Buy
190,261
+105,051
+123% +$12.7M 1.07% 23
2023
Q3 		$9.26M Buy
85,210
+481
+0.6% +$56.4K 0.4% 35
2023
Q2 		$10.3M Buy
+84,729
New +$9.25M 0.41% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marsico Capital Management's LEN Position: Q4 2024 in Review

Marsico Capital Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 40,295 shares — an estimated $7.31M sold.

Marsico Capital Management first reported a position in LEN in Q2 2023 and held it in 6 quarters. The position peaked at $31.7M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Marsico Capital Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Marsico Capital Management sold 40,295 Lennar Class A shares in Q4 2024, an estimated $7.31M.
  • Marsico Capital Management first reported a position in Lennar Class A in Q2 2023 and held it in 6 quarters.
  • Marsico Capital Management's Lennar Class A position peaked at $31.7M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Marsico Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.