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 Q2	–	Sell	-479,047	Closed	-$41.6M	–	184
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

Other funds holding LEN

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

River Road Asset Management's LEN Position: Q2 2026 in Review

River Road Asset Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 479,047 shares — an estimated $41.6M sold.

River Road Asset Management first reported a position in LEN in Q2 2024 and held it in 8 quarters. The position peaked at $70.9M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

River Road Asset Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
River Road Asset Management sold 479,047 Lennar Class A shares in Q2 2026, an estimated $41.6M.
River Road Asset Management first reported a position in Lennar Class A in Q2 2024 and held it in 8 quarters.
River Road Asset Management's Lennar Class A position peaked at $70.9M in Q3 2024.
936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.