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Payden & Rygel’s Lennar Class A LEN Stock Holding History

Payden & Rygel’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
2025
Q4 		– Sell
-82,900
Closed -$10.4M – 121
2025
Q3 		$10.4M Buy
+82,900
New +$10.3M 0.87% 54
2024
Q4 		– Sell
-54,852
Closed -$9.96M – 130
2024
Q3 		$9.96M Buy
+54,852
New +$9.19M 0.77% 61
2022
Q2 		– Sell
-15,392
Closed -$1.21M – 142
2022
Q1 		$1.21M Buy
15,392
+2,066
+16% +$186K 0.06% 92
2021
Q4 		$1.5M Hold
13,326
– – 0.07% 89
2021
Q3 		$1.21M Hold
13,326
– – 0.06% 89
2021
Q2 		$1.28M Buy
13,326
+1,137
+9% +$110K 0.06% 91
2021
Q1 		$1.2M Sell
12,189
-246,991
-95% -$20.8M 0.06% 88
2020
Q4 		$19.1M Buy
+259,180
New +$19.4M 0.98% 57

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Payden & Rygel's LEN Position: Q4 2025 in Review

Payden & Rygel sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 82,900 shares — an estimated $10.4M sold.

Payden & Rygel first reported a position in LEN in Q4 2020 and held it in 8 quarters. The position peaked at $19.1M in Q4 2020. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Payden & Rygel reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Payden & Rygel sold 82,900 Lennar Class A shares in Q4 2025, an estimated $10.4M.
  • Payden & Rygel first reported a position in Lennar Class A in Q4 2020 and held it in 8 quarters.
  • Payden & Rygel's Lennar Class A position peaked at $19.1M in Q4 2020.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Payden & Rygel's 13F filing for Q4 2025, filed 6 Feb 2026.