Stanley Druckenmiller’s Lennar Class A LEN Stock Holding History

Stanley Druckenmiller’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	-279,424	Closed	-$35.2M	–	76
2025 Q3	$35.2M	Buy	279,424 +189,524	+211%	+$23.5M	0.87%	31
2025 Q2	$9.94M	Buy	+89,900	New	+$9.74M	0.24%	60
2023 Q1	–	Sell	-456,474	Closed	-$40M	–	63
2022 Q4	$40M	Buy	+456,474	New	+$37M	1.98%	13
2020 Q4	–	Sell	-190,973	Closed	-$15.1M	–	66
2020 Q3	$15.1M	Hold	190,973	–	–	0.44%	40
2020 Q2	$11.4M	Buy	+190,973	New	+$9.76M	0.35%	48
2014 Q3	–	Sell	-389,128	Closed	-$15.5M	–	52
2014 Q2	$15.5M	Buy	+389,128	New	+$14.8M	1.11%	27

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stanley Druckenmiller's LEN Position: Q4 2025 in Review

Stanley Druckenmiller sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 279,424 shares — an estimated $35.2M sold.

Stanley Druckenmiller first reported a position in LEN in Q2 2014 and held it in 6 quarters. The position peaked at $40M in Q4 2022. 964 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Stanley Druckenmiller reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Stanley Druckenmiller sold 279,424 Lennar Class A shares in Q4 2025, an estimated $35.2M.
Stanley Druckenmiller first reported a position in Lennar Class A in Q2 2014 and held it in 6 quarters.
Stanley Druckenmiller's Lennar Class A position peaked at $40M in Q4 2022.
964 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Duquesne Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.