MGP
LEN icon

Metis Global Partners’s Lennar Class A LEN Stock Holding History

Metis Global Partners’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
Q2 		$467K Sell
5,159
-878
-15% -$78.5K 0.01% 572
2026
Q1 		$524K Sell
6,037
-812
-12% -$87.8K 0.01% 566
2025
Q4 		$704K Sell
6,849
-887
-11% -$107K 0.02% 529
2025
Q3 		$975K Sell
7,736
-681
-8% -$84.5K 0.02% 476
2025
Q2 		$931K Sell
8,417
-2,786
-25% -$302K 0.02% 476
2025
Q1 		$1.29M Buy
11,203
+1,024
+10% +$128K 0.04% 408
2024
Q4 		$1.34M Sell
10,179
-464
-4% -$75.4K 0.04% 369
2024
Q3 		$1.93M Sell
10,643
-227
-2% -$38K 0.06% 293
2024
Q2 		$1.58M Sell
10,870
-160
-1% -$24.3K 0.05% 310
2024
Q1 		$1.84M Sell
11,030
-258
-2% -$38.8K 0.07% 266
2023
Q4 		$1.63M Sell
11,288
-1,102
-9% -$133K 0.06% 283
2023
Q3 		$1.35M Buy
12,390
+2,500
+25% +$293K 0.07% 312
2023
Q2 		$1.2M Sell
9,890
-1,080
-10% -$118K 0.06% 323
2023
Q1 		$1.12M Buy
10,970
+4,692
+75% +$453K 0.07% 301
2022
Q4 		$550K Buy
6,278
+1,645
+36% +$133K 0.05% 399
2022
Q3 		$335K Buy
4,633
+337
+8% +$26.2K 0.05% 385
2022
Q2 		$292K Sell
4,296
-149
-3% -$10.9K 0.05% 425
2022
Q1 		$349K Buy
4,445
+1,967
+79% +$177K 0.04% 378
2021
Q4 		$279K Buy
+2,478
New +$253K 0.08% 287

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Metis Global Partners's LEN Position: Q2 2026 in Review

Metis Global Partners reduced its Lennar Class A (LEN) stake by 15% in Q2 2026, selling an estimated $78.5K and leaving 5,159 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #572.

Metis Global Partners first reported a position in LEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2024. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Metis Global Partners held 5,159 shares of Lennar Class A worth $467K as of Q2 2026.
  • Metis Global Partners sold 878 Lennar Class A shares in Q2 2026, an estimated $78.5K.
  • Lennar Class A made up 0.01% of Metis Global Partners's portfolio in Q2 2026, its #572 holding.
  • Metis Global Partners first reported a position in Lennar Class A in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's Lennar Class A position peaked at $1.93M in Q3 2024.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.