Ruffer LLP’s Lennar Class A LEN Stock Holding History

Ruffer LLP’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	-20,580	Closed	-$1.79M	–	204
2026 Q1	$1.79M	Buy	+20,580	New	+$2.22M	0.07%	153
2025 Q1	–	Sell	-24,396	Closed	-$3.22M	–	114
2024 Q4	$3.22M	Buy	+24,396	New	+$3.96M	0.12%	76
2019 Q4	–	Sell	-7,026	Closed	-$380K	–	89
2019 Q3	$380K	Sell	7,026 -3,564	-34%	-$174K	0.01%	80
2019 Q2	$496K	Sell	10,590 -36,719	-78%	-$1.83M	0.01%	83
2019 Q1	$2.25M	Sell	47,309 -545,325	-92%	-$24.7M	0.06%	46
2018 Q4	$22.5M	Buy	592,634 +475,929	+408%	+$19.4M	0.7%	23
2018 Q3	$5.28M	Sell	116,705 -382	-0.3%	-$19.2K	0.17%	31
2018 Q2	$5.95M	Sell	117,087 -579	-0.5%	-$30.3K	0.22%	28
2018 Q1	$6.46M	Sell	117,666 -327,950	-74%	-$19.8M	0.32%	25
2017 Q4	$27.3M	Sell	445,616 -13,063	-3%	-$742K	1.11%	22
2017 Q3	$23.1M	Sell	458,679 -753,918	-62%	-$37.6M	0.99%	22
2017 Q2	$61.5M	Sell	1,212,597 -465,053	-28%	-$22.9M	2.98%	12
2017 Q1	$81.3M	Sell	1,677,650 -69,021	-4%	-$3.13M	4.85%	9
2016 Q4	$71.7M	Buy	1,746,671 +1,696,349	+3,371%	+$68.6M	4.25%	12
2016 Q3	$2.02M	Sell	50,322 -14,813	-23%	-$656K	0.12%	43
2016 Q2	$2.86M	Sell	65,135 -96,862	-60%	-$4.24M	0.13%	36
2016 Q1	$7.46M	Buy	+161,997	New	+$6.65M	0.31%	28

Other funds holding LEN

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Ruffer LLP's LEN Position: Q2 2026 in Review

Ruffer LLP sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 20,580 shares — an estimated $1.79M sold.

Ruffer LLP first reported a position in LEN in Q1 2016 and held it in 17 quarters. The position peaked at $81.3M in Q1 2017. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Ruffer LLP reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Ruffer LLP sold 20,580 Lennar Class A shares in Q2 2026, an estimated $1.79M.
Ruffer LLP first reported a position in Lennar Class A in Q1 2016 and held it in 17 quarters.
Ruffer LLP's Lennar Class A position peaked at $81.3M in Q1 2017.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.