Millennium Management’s Lennar Class A LEN Stock Holding History

Millennium 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	$3.86M	Sell	44,500 -170,200	-79%	-$18.4M	﹤0.01%	3229
2025 Q4	$22.1M	Buy	214,700 +178,700	+496%	+$21.6M	0.01%	1487
2025 Q3	$4.54M	Sell	36,000 -34,800	-49%	-$4.32M	﹤0.01%	3246
2025 Q2	$7.83M	Sell	70,800 -444,000	-86%	-$48.1M	﹤0.01%	2522
2025 Q1	$59.1M	Buy	514,800 +486,806	+1,739%	+$60.8M	0.03%	650
2024 Q4	$3.7M	Sell	27,994 -21,487	-43%	-$3.49M	﹤0.01%	3106
2024 Q3	$8.98M	Sell	49,481 -34,812	-41%	-$5.83M	﹤0.01%	2279
2024 Q2	$12.2M	Buy	84,293 +23,656	+39%	+$3.6M	0.01%	1913
2024 Q1	$10.1M	Sell	60,637 -58,261	-49%	-$8.76M	﹤0.01%	2183
2023 Q4	$17.2M	Sell	118,898 -104	-0.1%	-$12.5K	0.01%	1668
2023 Q3	$12.9M	Sell	119,002 -59,087	-33%	-$6.93M	0.01%	1802
2023 Q2	$21.6M	Buy	178,089 +41,836	+31%	+$4.57M	0.01%	1317
2023 Q1	$13.9M	Buy	+136,253	New	+$13.2M	0.01%	1656
2018 Q3	–	Sell	-30,990	Closed	-$1.57M	–	4111
2018 Q2	$1.57M	Buy	+30,990	New	+$1.62M	﹤0.01%	2561
2015 Q1	–	Sell	-13,552	Closed	-$578K	–	3870
2014 Q4	$578K	Buy	13,552 +4,937	+57%	+$204K	﹤0.01%	2884
2014 Q3	$318K	Buy	+8,615	New	+$320K	﹤0.01%	3060
2014 Q2	–	Sell	-86,461	Closed	-$3.26M	–	3667
2014 Q1	$3.26M	Sell	86,461 -209,692	-71%	-$8.01M	0.01%	1459
2013 Q4	$11.2M	Buy	296,153 +49,166	+20%	+$1.66M	0.04%	639
2013 Q3	$8.32M	Buy	246,987 +147,184	+147%	+$4.77M	0.03%	795
2013 Q2	$3.42M	Buy	+99,803	New	+$3.79M	0.01%	1252

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

Millennium Management's LEN Position: Q1 2026 in Review

Millennium Management reduced its Lennar Class A (LEN) stake by 64% in Q1 2026, selling an estimated $55.2M and leaving 292,323 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #1350.

Millennium Management first reported a position in LEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $232M in Q2 2018. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Millennium Management held 292,323 shares of Lennar Class A worth $25.4M as of Q1 2026.
Millennium Management sold 510,519 Lennar Class A shares in Q1 2026, an estimated $55.2M.
Lennar Class A made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1350 holding.
Millennium Management first reported a position in Lennar Class A in Q2 2013 and has held it in 48 quarters since.
Millennium Management's Lennar Class A position peaked at $232M in Q2 2018.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.