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Miller Investment Management’s Lennar Class A LEN Stock Holding History

Miller 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
-96,724
Closed -$9.94M – 89
2025
Q4 		$9.94M Sell
96,724
-4,079
-4% -$493K 0.97% 21
2025
Q3 		$12.7M Buy
100,803
+2,267
+2% +$281K 1.28% 20
2025
Q2 		$10.9M Sell
98,536
-879
-0.9% -$95.2K 1.14% 20
2025
Q1 		$11.4M Sell
99,415
-3,389
-3% -$423K 1.26% 19
2024
Q4 		$13.6M Sell
102,804
-1,601
-2% -$260K 1.49% 18
2024
Q3 		$18.9M Buy
104,405
+10,535
+11% +$1.76M 1.97% 12
2024
Q2 		$13.6M Buy
93,870
+11,610
+14% +$1.77M 1.63% 16
2024
Q1 		$13.7M Buy
82,260
+469
+0.6% +$70.5K 1.75% 18
2023
Q4 		$11.8M Sell
81,791
-700
-0.8% -$84.3K 1.68% 19
2023
Q3 		$8.96M Sell
82,491
-319
-0.4% -$37.4K 1.41% 19
2023
Q2 		$10M Buy
82,810
+9
+0% +$982 1.53% 19
2023
Q1 		$8.43M Sell
82,801
-1,582
-2% -$153K 1.39% 17
2022
Q4 		$7.39M Sell
84,383
-3,197
-4% -$259K 1.26% 19
2022
Q3 		$6.32M Sell
87,580
-640
-0.7% -$49.7K 1.32% 15
2022
Q2 		$6.03M Sell
88,220
-1,943
-2% -$142K 1.24% 18
2022
Q1 		$7.08M Buy
+90,163
New +$8.12M 1.12% 17
2021
Q4 		– Sell
-5,733
Closed -$520K – 98
2021
Q3 		$520K Buy
+5,733
New +$567K 0.09% 65

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Miller Investment Management's LEN Position: Q1 2026 in Review

Miller Investment Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 96,724 shares — an estimated $9.94M sold.

Miller Investment Management first reported a position in LEN in Q3 2021 and held it in 17 quarters. The position peaked at $18.9M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Miller Investment Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Miller Investment Management sold 96,724 Lennar Class A shares in Q1 2026, an estimated $9.94M.
  • Miller Investment Management first reported a position in Lennar Class A in Q3 2021 and held it in 17 quarters.
  • Miller Investment Management's Lennar Class A position peaked at $18.9M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.