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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Polymer Capital Management's LEN Position: Q1 2026 in Review

Polymer Capital Management increased its Lennar Class A (LEN) stake by 11% in Q1 2026, buying an estimated $251K and bringing the position to 23,874 shares worth $2.07M. The position accounts for 0.21% of the portfolio, ranked #115.

Polymer Capital Management first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Polymer Capital Management held 23,874 shares of Lennar Class A worth $2.07M as of Q1 2026.
  • Polymer Capital Management bought 2,322 Lennar Class A shares in Q1 2026, an estimated $251K.
  • Lennar Class A made up 0.21% of Polymer Capital Management's portfolio in Q1 2026, its #115 holding.
  • Polymer Capital Management first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's Lennar Class A position peaked at $2.89M in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.