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

Sterling 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
2026 Q2	$13.8M	Sell	152,073 -30,112	-17%	-$2.69M	0.23%	84
2026 Q1	$15.8M	Buy	182,185 +14,682	+9%	+$1.59M	0.3%	65
2025 Q4	$17.2M	Sell	167,503 -22,869	-12%	-$2.76M	0.28%	73
2025 Q3	$24M	Buy	190,372 +87,567	+85%	+$10.9M	0.35%	55
2025 Q2	$11.4M	Buy	102,805 +90,017	+704%	+$9.75M	0.16%	91
2025 Q1	$1.47M	Sell	12,788 -1,650	-11%	-$206K	0.02%	467
2024 Q4	$1.91M	Sell	14,438 -14,934	-51%	-$2.43M	0.03%	428
2024 Q3	$5.33M	Buy	+29,372	New	+$4.92M	0.07%	204
2019 Q3	$64.8M	Buy	1,199,185 +16,916	+1%	+$824K	0.62%	64
2019 Q2	$55.5M	Buy	1,182,269 +4,846	+0.4%	+$242K	0.54%	72
2019 Q1	$56M	Buy	1,177,423 +29,089	+3%	+$1.32M	0.55%	75
2018 Q4	$43.5M	Buy	1,148,334 +32,145	+3%	+$1.31M	0.47%	82
2018 Q3	$50.5M	Buy	1,116,189 +37,637	+3%	+$1.9M	0.45%	82
2018 Q2	$54.8M	Buy	1,078,552 +360,378	+50%	+$18.9M	0.51%	71
2018 Q1	$41M	Sell	718,174 -257,263	-26%	-$15.5M	0.39%	86
2017 Q4	$59.7M	Sell	975,437 -123,756	-11%	-$7.03M	0.54%	71
2017 Q3	$55.2M	Sell	1,099,193 -24,173	-2%	-$1.21M	0.52%	75
2017 Q2	$57M	Sell	1,123,366 -3,701	-0.3%	-$182K	0.55%	69
2017 Q1	$54.9M	Sell	1,127,067 -145,374	-11%	-$6.59M	0.52%	70
2016 Q4	$52M	Buy	1,272,441 +6,095	+0.5%	+$247K	0.47%	82
2016 Q3	$51M	Buy	1,266,346 +95,768	+8%	+$4.24M	0.47%	80
2016 Q2	$51.4M	Buy	1,170,578 +21,296	+2%	+$932K	0.47%	76
2016 Q1	$52.9M	Buy	1,149,282 +209,676	+22%	+$8.6M	0.48%	77
2015 Q4	$43.7M	Sell	939,606 -9,469	-1%	-$451K	0.39%	91
2015 Q3	$43.5M	Sell	949,075 -11,852	-1%	-$582K	0.39%	90
2015 Q2	$46.7M	Buy	960,927 +61,075	+7%	+$2.81M	0.42%	94
2015 Q1	$44.4M	Sell	899,852 -32,196	-3%	-$1.47M	0.4%	90
2014 Q4	$39.8M	Buy	932,048 +424,468	+84%	+$17.6M	0.35%	96
2014 Q3	$18.8M	Sell	507,580 -358,017	-41%	-$13.3M	0.23%	99
2014 Q2	$34.6M	Buy	+865,597	New	+$32.8M	0.3%	96

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sterling Capital Management's LEN Position: Q2 2026 in Review

Sterling Capital Management reduced its Lennar Class A (LEN) stake by 17% in Q2 2026, selling an estimated $2.69M and leaving 152,073 shares worth $13.8M. The position accounts for 0.23% of the portfolio, ranked #84.

Sterling Capital Management first reported a position in LEN in Q2 2014 and has held it in 30 quarters since. The position peaked at $64.8M in Q3 2019. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Sterling Capital Management held 152,073 shares of Lennar Class A worth $13.8M as of Q2 2026.
Sterling Capital Management sold 30,112 Lennar Class A shares in Q2 2026, an estimated $2.69M.
Lennar Class A made up 0.23% of Sterling Capital Management's portfolio in Q2 2026, its #84 holding.
Sterling Capital Management first reported a position in Lennar Class A in Q2 2014 and has held it in 30 quarters since.
Sterling Capital Management's Lennar Class A position peaked at $64.8M in Q3 2019.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.