Select Equity Group’s Lennar Class A LEN Stock Holding History

Select Equity Group’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 Q1	–	Sell	-152,453	Closed	-$20.1M	–	165
2024 Q4	$20.1M	Buy	+152,453	New	+$24.8M	0.08%	94
2024 Q2	–	Sell	-242,325	Closed	-$40.3M	–	170
2024 Q1	$40.3M	Sell	242,325 -180,579	-43%	-$27.1M	0.14%	85
2023 Q4	$61M	Buy	+422,904	New	+$50.9M	0.22%	72

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group's LEN Position: Q1 2025 in Review

Select Equity Group sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 152,453 shares — an estimated $20.1M sold.

Select Equity Group first reported a position in LEN in Q4 2023 and held it in 3 quarters. The position peaked at $61M in Q4 2023. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

Select Equity Group reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
Select Equity Group sold 152,453 Lennar Class A shares in Q1 2025, an estimated $20.1M.
Select Equity Group first reported a position in Lennar Class A in Q4 2023 and held it in 3 quarters.
Select Equity Group's Lennar Class A position peaked at $61M in Q4 2023.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Select Equity Group's 13F filing for Q1 2025, filed 15 May 2025.