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Todd Asset Management’s Lennar Class A LEN Stock Holding History

Todd Asset 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
Q1 		– Sell
-192,542
Closed -$19.8M – 186
2025
Q4 		$19.8M Sell
192,542
-16,682
-8% -$2.01M 0.39% 106
2025
Q3 		$26.4M Buy
+209,224
New +$26M 0.53% 91
2023
Q1 		– Sell
-248,391
Closed -$21.8M – 211
2022
Q4 		$21.8M Buy
+248,391
New +$20.1M 0.53% 80
2021
Q3 		– Sell
-201,030
Closed -$19.3M – 221
2021
Q2 		$19.3M Sell
201,030
-29,476
-13% -$2.85M 0.44% 113
2021
Q1 		$22.6M Buy
+230,506
New +$19.4M 0.53% 85

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Todd Asset Management's LEN Position: Q1 2026 in Review

Todd Asset Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 192,542 shares — an estimated $19.8M sold.

Todd Asset Management first reported a position in LEN in Q1 2021 and held it in 5 quarters. The position peaked at $26.4M in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Todd Asset Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Todd Asset Management sold 192,542 Lennar Class A shares in Q1 2026, an estimated $19.8M.
  • Todd Asset Management first reported a position in Lennar Class A in Q1 2021 and held it in 5 quarters.
  • Todd Asset Management's Lennar Class A position peaked at $26.4M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.