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Sound Shore Management’s Lennar Class A LEN Stock Holding History

Sound Shore 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
Q2 		– Sell
-466,752
Closed -$53.6M – 42
2025
Q1 		$53.6M Buy
466,752
+57,385
+14% +$7.17M 1.88% 35
2024
Q4 		$54M Buy
409,367
+44,367
+12% +$7.21M 1.78% 37
2024
Q3 		$66.2M Sell
365,000
-46,818
-11% -$7.84M 2.15% 29
2024
Q2 		$59.7M Sell
411,818
-13,033
-3% -$1.98M 1.99% 36
2024
Q1 		$70.7M Buy
424,851
+14,772
+4% +$2.22M 2.21% 29
2023
Q4 		$59.2M Sell
410,079
-97,936
-19% -$11.8M 2.05% 32
2023
Q3 		$55.2M Buy
508,015
+45,968
+10% +$5.39M 2.11% 34
2023
Q2 		$56M Sell
462,047
-406,635
-47% -$44.4M 2.07% 30
2023
Q1 		$88.4M Sell
868,682
-174,308
-17% -$16.8M 3.33% 9
2022
Q4 		$91.4M Sell
1,042,990
-67,474
-6% -$5.46M 3.44% 10
2022
Q3 		$80.1M Sell
1,110,464
-336,236
-23% -$26.1M 3.24% 12
2022
Q2 		$98.8M Buy
1,446,700
+33,361
+2% +$2.44M 3.62% 5
2022
Q1 		$111M Buy
1,413,339
+746,404
+112% +$67.2M 3.23% 9
2021
Q4 		$75M Sell
666,935
-300,392
-31% -$30.7M 2.08% 30
2021
Q3 		$87.7M Buy
967,327
+234,719
+32% +$23.2M 2.48% 24
2021
Q2 		$70.5M Sell
732,608
-64,400
-8% -$6.22M 1.96% 34
2021
Q1 		$78.1M Sell
797,008
-249,015
-24% -$20.9M 2.28% 23
2020
Q4 		$77.2M Buy
1,046,023
+93,171
+10% +$6.98M 2.3% 20
2020
Q3 		$75.3M Sell
952,852
-527,740
-36% -$37.5M 2.35% 22
2020
Q2 		$88.3M Sell
1,480,592
-1,119,301
-43% -$57.2M 2.72% 17
2020
Q1 		$96.1M Buy
2,599,893
+493,794
+23% +$28M 3.35% 10
2019
Q4 		$114M Sell
2,106,099
-1,163,872
-36% -$66.4M 2.66% 21
2019
Q3 		$177M Buy
3,269,971
+508,036
+18% +$24.8M 3.67% 7
2019
Q2 		$130M Buy
2,761,935
+57,418
+2% +$2.86M 2.51% 20
2019
Q1 		$129M Sell
2,704,517
-74,365
-3% -$3.37M 2.47% 24
2018
Q4 		$105M Buy
+2,778,882
New +$113M 2.17% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound Shore Management's LEN Position: Q2 2025 in Review

Sound Shore Management sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 466,752 shares — an estimated $53.6M sold.

Sound Shore Management first reported a position in LEN in Q4 2018 and held it in 26 quarters. The position peaked at $177M in Q3 2019. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • Sound Shore Management reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • Sound Shore Management sold 466,752 Lennar Class A shares in Q2 2025, an estimated $53.6M.
  • Sound Shore Management first reported a position in Lennar Class A in Q4 2018 and held it in 26 quarters.
  • Sound Shore Management's Lennar Class A position peaked at $177M in Q3 2019.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Sound Shore Management's 13F filing for Q2 2025, filed 6 Aug 2025.