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Osborne Partners Capital Management’s Lennar Class A LEN Stock Holding History

Osborne Partners 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
-1,188
Closed -$216K – 223
2024
Q3 		$216K Buy
+1,188
New +$199K 0.01% 216
2024
Q1 		– Sell
-1,772
Closed -$256K – 207
2023
Q4 		$256K Buy
+1,772
New +$213K 0.02% 190
2023
Q3 		– Sell
-4,932
Closed -$598K – 203
2023
Q2 		$598K Sell
4,932
-58,537
-92% -$6.39M 0.04% 146
2023
Q1 		$6.46M Sell
63,469
-2,330
-4% -$225K 0.47% 80
2022
Q4 		$5.76M Sell
65,799
-2,678
-4% -$217K 0.45% 79
2022
Q3 		$4.94M Sell
68,477
-41,906
-38% -$3.25M 0.41% 83
2022
Q2 		$7.54M Buy
110,383
+84
+0.1% +$6.16K 0.58% 62
2022
Q1 		$8.67M Buy
110,299
+3,439
+3% +$310K 0.64% 58
2021
Q4 		$12M Buy
106,860
+2,859
+3% +$292K 0.88% 37
2021
Q3 		$9.43M Buy
104,001
+2,942
+3% +$291K 0.76% 46
2021
Q2 		$9.72M Buy
101,059
+1,989
+2% +$192K 0.8% 40
2021
Q1 		$9.71M Buy
+99,070
New +$8.33M 0.88% 37

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

Osborne Partners Capital Management's LEN Position: Q4 2024 in Review

Osborne Partners Capital Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,188 shares — an estimated $216K sold.

Osborne Partners Capital Management first reported a position in LEN in Q1 2021 and held it in 12 quarters. The position peaked at $12M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Osborne Partners Capital Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 1,188 Lennar Class A shares in Q4 2024, an estimated $216K.
  • Osborne Partners Capital Management first reported a position in Lennar Class A in Q1 2021 and held it in 12 quarters.
  • Osborne Partners Capital Management's Lennar Class A position peaked at $12M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Osborne Partners Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.