Perpetual Ltd’s Lennar Class A LEN Stock Holding History

Perpetual Ltd’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	-222,130	Closed	-$28M	–	445
2025 Q3	$28M	Sell	222,130 -1,702	-0.8%	-$211K	0.35%	81
2025 Q2	$24.8M	Buy	223,832 +94,017	+72%	+$10.2M	0.29%	87
2025 Q1	$14.9M	Buy	+129,815	New	+$16.2M	0.18%	104
2024 Q4	–	Sell	-4,094	Closed	-$743K	–	440
2024 Q3	$743K	Hold	4,094	–	–	0.01%	287
2024 Q2	$594K	Buy	+4,094	New	+$623K	0.01%	318
2024 Q1	–	Sell	-5,677	Closed	-$819K	–	458
2023 Q4	$819K	Buy	5,677 +2,451	+76%	+$295K	0.01%	300
2023 Q3	$350K	Hold	3,226	–	–	﹤0.01%	384
2023 Q2	$391K	Hold	3,226	–	–	﹤0.01%	402
2023 Q1	$328K	Buy	+3,226	New	+$311K	﹤0.01%	434
2020 Q3	$6.85M	Hold	86,654	–	–	0.49%	76
2020 Q2	$5.17M	Hold	86,654	–	–	0.48%	61
2020 Q1	$3.2M	Buy	+86,654	New	+$4.91M	0.45%	90
2017 Q3	–	Sell	-46,139	Closed	-$2.34M	–	218
2017 Q2	$2.34M	Buy	+46,139	New	+$2.27M	0.18%	134
2016 Q4	–	Sell	-41,773	Closed	-$1.68M	–	182
2016 Q3	$1.68M	Buy	+41,773	New	+$1.85M	0.14%	141

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perpetual Ltd's LEN Position: Q4 2025 in Review

Perpetual Ltd sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 222,130 shares — an estimated $28M sold.

Perpetual Ltd first reported a position in LEN in Q3 2016 and held it in 14 quarters. The position peaked at $28M in Q3 2025. 964 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Perpetual Ltd reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Perpetual Ltd sold 222,130 Lennar Class A shares in Q4 2025, an estimated $28M.
Perpetual Ltd first reported a position in Lennar Class A in Q3 2016 and held it in 14 quarters.
Perpetual Ltd's Lennar Class A position peaked at $28M in Q3 2025.
964 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.