Smead Capital Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $183M | Buy |
2,020,441
+434,216
| +27% | +$38.8M | 3.92% | 11 |
|
|
2026
Q1 | $138M | Sell |
1,586,225
-236,066
| -13% | -$25.5M | 3% | 15 |
|
|
2025
Q4 | $187M | Sell |
1,822,291
-126,558
| -6% | -$15.3M | 3.89% | 9 |
|
|
2025
Q3 | $246M | Sell |
1,948,849
-149,057
| -7% | -$18.5M | 4.75% | 8 |
|
|
2025
Q2 | $232M | Sell |
2,097,906
-279,577
| -12% | -$30.3M | 4.65% | 8 |
|
|
2025
Q1 | $273M | Sell |
2,377,483
-311,989
| -12% | -$39M | 4.68% | 8 |
|
|
2024
Q4 | $355M | Sell |
2,689,472
-65,441
| -2% | -$10.6M | 5.5% | 4 |
|
|
2024
Q3 | $500M | Buy |
2,754,913
+92,863
| +3% | +$15.6M | 7.13% | 1 |
|
|
2024
Q2 | $386M | Buy |
2,662,050
+139,585
| +6% | +$21.2M | 6.03% | 2 |
|
|
2024
Q1 | $420M | Sell |
2,522,465
-278,845
| -10% | -$41.9M | 6.55% | 1 |
|
|
2023
Q4 | $404M | Sell |
2,801,310
-206,680
| -7% | -$24.9M | 7.24% | 1 |
|
|
2023
Q3 | $327M | Sell |
3,007,990
-103,950
| -3% | -$12.2M | 6.67% | 2 |
|
|
2023
Q2 | $377M | Sell |
3,111,940
-46,338
| -1% | -$5.06M | 7.5% | 2 |
|
|
2023
Q1 | $321M | Buy |
3,158,278
+97,819
| +3% | +$9.44M | 6.4% | 3 |
|
|
2022
Q4 | $268M | Buy |
3,060,459
+429,057
| +16% | +$34.7M | 5.74% | 6 |
|
|
2022
Q3 | $190M | Buy |
2,631,402
+41,575
| +2% | +$3.23M | 4.94% | 7 |
|
|
2022
Q2 | $177M | Buy |
2,589,827
+173,088
| +7% | +$12.7M | 4.52% | 7 |
|
|
2022
Q1 | $190M | Buy |
2,416,739
+373,257
| +18% | +$33.6M | 4.4% | 10 |
|
|
2021
Q4 | $230M | Buy |
2,043,482
+319,283
| +19% | +$32.6M | 5.98% | 2 |
|
|
2021
Q3 | $156M | Buy |
1,724,199
+29,825
| +2% | +$2.95M | 5.35% | 4 |
|
|
2021
Q2 | $163M | Buy |
1,694,374
+208,892
| +14% | +$20.2M | 5.71% | 4 |
|
|
2021
Q1 | $146M | Buy |
1,485,482
+134,673
| +10% | +$11.3M | 6.41% | 1 |
|
|
2020
Q4 | $99.7M | Sell |
1,350,809
-55,995
| -4% | -$4.19M | 5.76% | 5 |
|
|
2020
Q3 | $111M | Sell |
1,406,804
-121,225
| -8% | -$8.61M | 7.05% | 2 |
|
|
2020
Q2 | $91.1M | Sell |
1,528,029
-121,589
| -7% | -$6.21M | 5.75% | 5 |
|
|
2020
Q1 | $61M | Buy |
1,649,618
+121,315
| +8% | +$6.87M | 4.33% | 11 |
|
|
2019
Q4 | $82.5M | Buy |
1,528,303
+20,603
| +1% | +$1.18M | 3.67% | 14 |
|
|
2019
Q3 | $81.5M | Sell |
1,507,700
-43,374
| -3% | -$2.11M | 3.98% | 11 |
|
|
2019
Q2 | $72.8M | Sell |
1,551,074
-43,900
| -3% | -$2.19M | 3.5% | 14 |
|
|
2019
Q1 | $75.8M | Buy |
1,594,974
+14,607
| +0.9% | +$661K | 3.85% | 13 |
|
|
2018
Q4 | $59.9M | Sell |
1,580,367
-154,395
| -9% | -$6.29M | 3.13% | 15 |
|
|
2018
Q3 | $78.4M | Sell |
1,734,762
-46,386
| -3% | -$2.34M | 3.54% | 13 |
|
|
2018
Q2 | $90.5M | Sell |
1,781,148
-32,939
| -2% | -$1.72M | 4.31% | 12 |
|
|
2018
Q1 | $104M | Sell |
1,814,087
-1,835
| -0.1% | -$111K | 5.01% | 9 |
|
|
2017
Q4 | $111M | Sell |
1,815,922
-117,703
| -6% | -$6.69M | 5.06% | 7 |
|
|
2017
Q3 | $97.2M | Sell |
1,933,625
-26,918
| -1% | -$1.34M | 4.63% | 9 |
|
|
2017
Q2 | $99.5M | Buy |
1,960,543
+592,605
| +43% | +$29.2M | 4.8% | 10 |
|
|
2017
Q1 | $66.7M | Buy |
1,367,938
+200,883
| +17% | +$9.11M | 3.36% | 16 |
|
|
2016
Q4 | $47.7M | Buy |
1,167,055
+626,813
| +116% | +$25.4M | 2.42% | 20 |
|
|
2016
Q3 | $21.8M | Buy |
+540,242
| New | +$23.9M | 1.04% | 27 |
|
Other funds holding LEN
GA
Smead Capital Management's LEN Position: Q2 2026 in Review
Smead Capital Management increased its Lennar Class A (LEN) stake by 27% in Q2 2026, buying an estimated $38.8M and bringing the position to 2,020,441 shares worth $183M. The position accounts for 3.92% of the portfolio, ranked #11.
Smead Capital Management first reported a position in LEN in Q3 2016 and has held it in 40 quarters since. The position peaked at $500M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- Smead Capital Management held 2,020,441 shares of Lennar Class A worth $183M as of Q2 2026.
- Smead Capital Management bought 434,216 Lennar Class A shares in Q2 2026, an estimated $38.8M.
- Lennar Class A made up 3.92% of Smead Capital Management's portfolio in Q2 2026, its #11 holding.
- Smead Capital Management first reported a position in Lennar Class A in Q3 2016 and has held it in 40 quarters since.
- Smead Capital Management's Lennar Class A position peaked at $500M in Q3 2024.
- 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on Smead Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.