SCM
LEN icon

SCS Capital Management’s Lennar Class A LEN Stock Holding History

SCS 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
2025
Q4 		– Sell
-3,940
Closed -$497K – 513
2025
Q3 		$497K Sell
3,940
-546
-12% -$67.8K 0.01% 382
2025
Q2 		$496K Buy
4,486
+827
+23% +$89.6K 0.01% 390
2025
Q1 		$420K Buy
+3,659
New +$457K 0.01% 383

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCS Capital Management's LEN Position: Q4 2025 in Review

SCS Capital Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 3,940 shares — an estimated $497K sold.

SCS Capital Management first reported a position in LEN in Q1 2025 and held it in 3 quarters. The position peaked at $497K in Q3 2025. 963 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • SCS Capital Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • SCS Capital Management sold 3,940 Lennar Class A shares in Q4 2025, an estimated $497K.
  • SCS Capital Management first reported a position in Lennar Class A in Q1 2025 and held it in 3 quarters.
  • SCS Capital Management's Lennar Class A position peaked at $497K in Q3 2025.
  • 963 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on SCS Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.