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Picton Mahoney Asset Management’s Lennar Class A LEN Stock Holding History

Picton Mahoney Asset 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
2025
Q2 		– Sell
-61,796
Closed -$7.09M – 1093
2025
Q1 		$7.09M Buy
61,796
+9,492
+18% +$1.19M 0.12% 167
2024
Q4 		$6.91M Sell
52,304
-4,348
-8% -$707K 0.14% 158
2024
Q3 		$10.3M Sell
56,652
-7,019
-11% -$1.18M 0.34% 99
2024
Q2 		$9.23M Buy
63,671
+28,218
+80% +$4.29M 0.36% 104
2024
Q1 		$5.9M Sell
35,453
-15,295
-30% -$2.3M 0.18% 138
2023
Q4 		$7.32M Buy
50,748
+29,986
+144% +$3.61M 0.2% 107
2023
Q3 		$2.25M Buy
+20,762
New +$2.44M 0.07% 199
2023
Q1 		– Sell
-1,690
Closed -$149K – 554
2022
Q4 		$149K Buy
1,690
+872
+107% +$70.6K 0.01% 484
2022
Q3 		$60K Buy
+818
New +$63.5K ﹤0.01% 579
2015
Q2 		– Sell
-2,101
Closed -$104K – 313
2015
Q1 		$104K Buy
2,101
+420
+25% +$19.1K ﹤0.01% 215
2014
Q4 		$72K Sell
1,681
-40,236
-96% -$1.67M ﹤0.01% 224
2014
Q3 		$1.55K Buy
41,917
+38,870
+1,276% +$1.44M 0.08% 139
2014
Q2 		$122 Hold
3,047
– – 0.01% 250
2014
Q1 		$115K Hold
3,047
– – 0.01% 290
2013
Q4 		$115K Buy
+3,047
New +$103K 0.01% 297

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 $8.66B AUM 17.37% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Picton Mahoney Asset Management's LEN Position: Q2 2025 in Review

Picton Mahoney Asset Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 61,796 shares — an estimated $7.09M sold.

Picton Mahoney Asset Management first reported a position in LEN in Q4 2013 and held it in 15 quarters. The position peaked at $10.3M in Q3 2024. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Picton Mahoney Asset Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 61,796 Lennar Class A shares in Q2 2025, an estimated $7.09M.
  • Picton Mahoney Asset Management first reported a position in Lennar Class A in Q4 2013 and held it in 15 quarters.
  • Picton Mahoney Asset Management's Lennar Class A position peaked at $10.3M in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.