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Polymer Capital Management’s Lennar Class A LEN Stock Holding History

Polymer 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
2026
Q2 		– Sell
-23,874
Closed -$2.07M – 834
2026
Q1 		$2.07M Buy
23,874
+2,322
+11% +$251K 0.21% 115
2025
Q4 		$2.22M Sell
21,552
-1,386
-6% -$167K 0.23% 93
2025
Q3 		$2.89M Buy
22,938
+878
+4% +$109K 0.31% 67
2025
Q2 		$2.44M Buy
22,060
+17,192
+353% +$1.86M 0.29% 94
2025
Q1 		$559K Sell
4,868
-1,369
-22% -$171K 0.14% 145
2024
Q4 		$823K Buy
+6,237
New +$1.01M 0.22% 78

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's LEN Position: Q2 2026 in Review

Polymer Capital Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 23,874 shares — an estimated $2.07M sold.

Polymer Capital Management first reported a position in LEN in Q4 2024 and held it in 6 quarters. The position peaked at $2.89M in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Polymer Capital Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 23,874 Lennar Class A shares in Q2 2026, an estimated $2.07M.
  • Polymer Capital Management first reported a position in Lennar Class A in Q4 2024 and held it in 6 quarters.
  • Polymer Capital Management's Lennar Class A position peaked at $2.89M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.