Redwood Investment Management’s Lennar Class A LEN Stock Holding History

Redwood Investment 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	$1.03M	Buy	+11,841	New	+$1.28M	0.13%	162
2025 Q2	–	Sell	-11,435	Closed	-$1.31M	–	322
2025 Q1	$1.31M	Buy	+11,435	New	+$1.43M	0.14%	187
2024 Q4	–	Sell	-9,946	Closed	-$1.8M	–	359
2024 Q3	$1.8M	Buy	9,946 +132	+1%	+$22.1K	0.16%	155
2024 Q2	$1.58M	Buy	9,814 +529	+6%	+$80.5K	0.14%	165
2024 Q1	$1.55M	Buy	+9,285	New	+$1.4M	0.15%	164
2023 Q3	–	Sell	-13,879	Closed	-$1.68M	–	336
2023 Q2	$1.68M	Buy	+13,879	New	+$1.51M	0.17%	144
2021 Q3	–	Sell	-12,450	Closed	-$1.2M	–	288
2021 Q2	$1.2M	Buy	12,450 +3,612	+41%	+$349K	0.2%	166
2021 Q1	$864K	Buy	+8,838	New	+$743K	0.16%	195
2020 Q2	–	Sell	-15,676	Closed	-$580K	–	249
2020 Q1	$580K	Buy	+15,676	New	+$887K	0.37%	107

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Redwood Investment Management's LEN Position: Q1 2026 in Review

Redwood Investment Management opened a new position in Lennar Class A (LEN) in Q1 2026: 11,841 shares worth $1.03M. The stake represents 0.13% of the portfolio and ranks #162 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in LEN as recently as Q1 2025.

Redwood Investment Management first reported a position in LEN in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Redwood Investment Management held 11,841 shares of Lennar Class A worth $1.03M as of Q1 2026.
Lennar Class A was a new Redwood Investment Management position in Q1 2026.
Lennar Class A made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #162 holding.
Redwood Investment Management first reported a position in Lennar Class A in Q1 2020 and has held it in 9 quarters since.
Redwood Investment Management's Lennar Class A position peaked at $1.8M in Q3 2024.
936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

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