TCW Group’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
Q1 | $60.3M | Buy |
694,922
+362,265
| +109% | +$39.2M | 0.45% | 67 |
|
|
2025
Q4 | $34.2M | Sell |
332,657
-373,216
| -53% | -$45.1M | 0.25% | 87 |
|
|
2025
Q3 | $89M | Buy |
705,873
+211,676
| +43% | +$26.3M | 0.75% | 37 |
|
|
2025
Q2 | $54.7M | Sell |
494,197
-60,666
| -11% | -$6.57M | 0.43% | 62 |
|
|
2025
Q1 | $63.7M | Sell |
554,863
-19,919
| -3% | -$2.49M | 0.57% | 52 |
|
|
2024
Q4 | $75.9M | Sell |
574,782
-8,257
| -1% | -$1.34M | 0.64% | 42 |
|
|
2024
Q3 | $106M | Sell |
583,039
-47,658
| -8% | -$7.98M | 0.93% | 32 |
|
|
2024
Q2 | $91.5M | Buy |
630,697
+86,664
| +16% | +$13.2M | 0.82% | 35 |
|
|
2024
Q1 | $90.6M | Sell |
544,033
-28,420
| -5% | -$4.27M | 0.92% | 29 |
|
|
2023
Q4 | $82.6M | Sell |
572,453
-34,199
| -6% | -$4.12M | 0.92% | 30 |
|
|
2023
Q3 | $65.9M | Sell |
606,652
-197,287
| -25% | -$23.1M | 0.83% | 31 |
|
|
2023
Q2 | $97.5M | Buy |
803,939
+50,473
| +7% | +$5.51M | 1.08% | 25 |
|
|
2023
Q1 | $76.7M | Buy |
753,466
+1,640
| +0.2% | +$158K | 0.98% | 26 |
|
|
2022
Q4 | $65.9M | Buy |
751,826
+29,048
| +4% | +$2.35M | 0.94% | 30 |
|
|
2022
Q3 | $52.2M | Sell |
722,778
-66,222
| -8% | -$5.14M | 0.76% | 37 |
|
|
2022
Q2 | $53.9M | Sell |
789,000
-216,329
| -22% | -$15.9M | 0.71% | 41 |
|
|
2022
Q1 | $79M | Sell |
1,005,329
-8,562
| -0.8% | -$771K | 0.75% | 39 |
|
|
2021
Q4 | $114M | Buy |
1,013,891
+13,547
| +1% | +$1.38M | 0.94% | 30 |
|
|
2021
Q3 | $90.7K | Sell |
1,000,344
-2,888
| -0.3% | -$286K | 0.23% | 35 |
|
|
2021
Q2 | $96.5M | Sell |
1,003,232
-59,456
| -6% | -$5.74M | 0.84% | 30 |
|
|
2021
Q1 | $104M | Sell |
1,062,688
-91,830
| -8% | -$7.72M | 1% | 26 |
|
|
2020
Q4 | $85.2M | Sell |
1,154,518
-128,024
| -10% | -$9.59M | 0.74% | 32 |
|
|
2020
Q3 | $101M | Sell |
1,282,542
-174,735
| -12% | -$12.4M | 1.11% | 25 |
|
|
2020
Q2 | $86.9M | Sell |
1,457,277
-82,746
| -5% | -$4.23M | 1.01% | 26 |
|
|
2020
Q1 | $56.9M | Buy |
1,540,023
+59,104
| +4% | +$3.35M | 0.79% | 38 |
|
|
2019
Q4 | $80M | Sell |
1,480,919
-200,931
| -12% | -$11.5M | 0.89% | 37 |
|
|
2019
Q3 | $90.9M | Sell |
1,681,850
-221,806
| -12% | -$10.8M | 1.04% | 31 |
|
|
2019
Q2 | $89.3M | Sell |
1,903,656
-558,553
| -23% | -$27.9M | 0.95% | 34 |
|
|
2019
Q1 | $117M | Sell |
2,462,209
-173,566
| -7% | -$7.85M | 1.12% | 29 |
|
|
2018
Q4 | $99.9M | Sell |
2,635,775
-110,247
| -4% | -$4.49M | 1.03% | 30 |
|
|
2018
Q3 | $124M | Sell |
2,746,022
-254,131
| -8% | -$12.8M | 1.02% | 29 |
|
|
2018
Q2 | $152M | Sell |
3,000,153
-33,219
| -1% | -$1.74M | 1.24% | 21 |
|
|
2018
Q1 | $173M | Buy |
3,033,372
+213,304
| +8% | +$12.9M | 1.41% | 18 |
|
|
2017
Q4 | $173M | Sell |
2,820,068
-624,183
| -18% | -$35.5M | 1.39% | 18 |
|
|
2017
Q3 | $173M | Sell |
3,444,251
-187,070
| -5% | -$9.33M | 1.38% | 23 |
|
|
2017
Q2 | $184M | Sell |
3,631,321
-131,945
| -4% | -$6.49M | 1.53% | 18 |
|
|
2017
Q1 | $183M | Sell |
3,763,266
-161,759
| -4% | -$7.33M | 1.53% | 16 |
|
|
2016
Q4 | $160M | Buy |
3,925,025
+140,132
| +4% | +$5.67M | 1.21% | 23 |
|
|
2016
Q3 | $153M | Sell |
3,784,893
-109,415
| -3% | -$4.85M | 1.16% | 24 |
|
|
2016
Q2 | $171M | Sell |
3,894,308
-47,116
| -1% | -$2.06M | 1.29% | 21 |
|
|
2016
Q1 | $181M | Buy |
3,941,424
+130,732
| +3% | +$5.36M | 1.33% | 19 |
|
|
2015
Q4 | $177M | Sell |
3,810,692
-437,990
| -10% | -$20.9M | 1.27% | 23 |
|
|
2015
Q3 | $195M | Sell |
4,248,682
-679,222
| -14% | -$33.3M | 1.4% | 15 |
|
|
2015
Q2 | $239M | Sell |
4,927,904
-317,582
| -6% | -$14.6M | 1.54% | 8 |
|
|
2015
Q1 | $259M | Buy |
5,245,486
+351,673
| +7% | +$16M | 1.24% | 13 |
|
|
2014
Q4 | $209M | Buy |
4,893,813
+1,142,062
| +30% | +$47.3M | 0.87% | 39 |
|
|
2014
Q3 | $139M | Buy |
3,751,751
+228,989
| +7% | +$8.5M | 0.56% | 55 |
|
|
2014
Q2 | $141M | Sell |
3,522,762
-168,514
| -5% | -$6.39M | 0.58% | 53 |
|
|
2014
Q1 | $139M | Buy |
3,691,276
+374,133
| +11% | +$14.3M | 0.58% | 58 |
|
|
2013
Q4 | $125M | Buy |
3,317,143
+132,117
| +4% | +$4.46M | 0.53% | 61 |
|
|
2013
Q3 | $107M | Buy |
3,185,026
+37,016
| +1% | +$1.2M | 0.5% | 62 |
|
|
2013
Q2 | $108M | Buy |
+3,148,010
| New | +$119M | 0.53% | 60 |
|
Other funds holding LEN
VCM
GA
VPM
TCW Group's LEN Position: Q1 2026 in Review
TCW Group increased its Lennar Class A (LEN) stake by 109% in Q1 2026, buying an estimated $39.2M and bringing the position to 694,922 shares worth $60.3M. The position accounts for 0.45% of the portfolio, ranked #67.
TCW Group first reported a position in LEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $259M in Q1 2015. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- TCW Group held 694,922 shares of Lennar Class A worth $60.3M as of Q1 2026.
- TCW Group bought 362,265 Lennar Class A shares in Q1 2026, an estimated $39.2M.
- Lennar Class A made up 0.45% of TCW Group's portfolio in Q1 2026, its #67 holding.
- TCW Group first reported a position in Lennar Class A in Q2 2013 and has held it in 52 quarters since.
- TCW Group's Lennar Class A position peaked at $259M in Q1 2015.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.