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River Road Asset Management’s Lennar Class A LEN Stock Holding History

River Road 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
2026
Q1 		$41.6M Buy
479,047
+17,351
+4% +$1.88M 0.47% 73
2025
Q4 		$47.5M Buy
461,696
+43,186
+10% +$5.22M 0.52% 75
2025
Q3 		$52.7M Sell
418,510
-24,967
-6% -$3.1M 0.59% 65
2025
Q2 		$49.7M Buy
443,477
+205,234
+86% +$22.2M 0.63% 62
2025
Q1 		$27.3M Sell
238,243
-166,201
-41% -$20.8M 0.37% 84
2024
Q4 		$53.4M Buy
404,444
+13,918
+4% +$2.26M 0.71% 54
2024
Q3 		$70.9M Buy
390,526
+56,800
+17% +$9.52M 0.93% 38
2024
Q2 		$48.4M Buy
+333,726
New +$50.8M 0.69% 52

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VPM
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Geode Capital Management
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