Tortoise Investment Management’s Lennar Class A LEN Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-847	Closed	-$107K	–	887
2025 Q3	$107K	Buy	847 +12	+1%	+$1.49K	0.01%	297
2025 Q2	$92.3K	Buy	835 +15	+2%	+$1.63K	0.01%	307
2025 Q1	$94.1K	Sell	820 -275	-25%	-$34.3K	0.01%	299
2024 Q4	$145K	Sell	1,095 -288	-21%	-$46.8K	0.02%	263
2024 Q3	$251K	Sell	1,383 -30	-2%	-$5.03K	0.03%	199
2024 Q2	$205K	Buy	1,413 +341	+32%	+$51.9K	0.02%	202
2024 Q1	$179K	Sell	1,072 -153	-12%	-$23K	0.02%	231
2023 Q4	$177K	Hold	1,225	–	–	0.02%	218
2023 Q3	$133K	Hold	1,225	–	–	0.02%	245
2023 Q2	$149K	Hold	1,225	–	–	0.02%	232
2023 Q1	$125K	Sell	1,225 -211	-15%	-$20.4K	0.02%	242
2022 Q4	$126K	Hold	1,436	–	–	0.02%	235
2022 Q3	$104K	Sell	1,436 -40	-3%	-$3.11K	0.02%	247
2022 Q2	$101K	Buy	1,476 +72	+5%	+$5.28K	0.02%	227
2022 Q1	$110K	Buy	1,404 +310	+28%	+$27.9K	0.02%	222
2021 Q4	$123K	Hold	1,094	–	–	0.02%	202
2021 Q3	$99K	Hold	1,094	–	–	0.02%	199
2021 Q2	$105K	Hold	1,094	–	–	0.02%	196
2021 Q1	$107K	Hold	1,094	–	–	0.02%	195
2020 Q4	$81K	Hold	1,094	–	–	0.02%	202
2020 Q3	$86K	Sell	1,094 -258	-19%	-$18.3K	0.02%	190
2020 Q2	$81K	Hold	1,352	–	–	0.02%	191
2020 Q1	$50K	Hold	1,352	–	–	0.01%	219
2019 Q4	$73K	Hold	1,352	–	–	0.02%	214
2019 Q3	$73K	Hold	1,352	–	–	0.02%	203
2019 Q2	$63K	Hold	1,352	–	–	0.02%	227
2019 Q1	$64K	Hold	1,352	–	–	0.02%	223
2018 Q4	$51K	Hold	1,352	–	–	0.01%	232
2018 Q3	$61K	Hold	1,352	–	–	0.02%	223
2018 Q2	$69K	Hold	1,352	–	–	0.02%	213
2018 Q1	$77K	Sell	1,352 -103	-7%	-$6.21K	0.02%	200
2017 Q4	$89K	Sell	1,455 -25	-2%	-$1.42K	0.03%	194
2017 Q3	$74K	Hold	1,480	–	–	0.02%	200
2017 Q2	$75K	Hold	1,480	–	–	0.02%	183
2017 Q1	$72K	Hold	1,480	–	–	0.02%	171
2016 Q4	$60K	Hold	1,480	–	–	0.02%	182
2016 Q3	$60K	Hold	1,480	–	–	0.02%	176
2016 Q2	$65K	Hold	1,480	–	–	0.02%	174
2016 Q1	$68K	Buy	1,480 +105	+8%	+$4.31K	0.02%	171
2015 Q4	$64K	Hold	1,375	–	–	0.02%	185
2015 Q3	$63K	Hold	1,375	–	–	0.02%	181
2015 Q2	$67K	Hold	1,375	–	–	0.03%	188
2015 Q1	$68K	Hold	1,375	–	–	0.03%	187
2014 Q4	$59K	Hold	1,375	–	–	0.02%	197
2014 Q3	$51K	Hold	1,375	–	–	0.02%	204
2014 Q2	$55K	Hold	1,375	–	–	0.02%	204
2014 Q1	$52K	Hold	1,375	–	–	0.02%	189
2013 Q4	$52K	Buy	+1,375	New	+$46.4K	0.03%	177

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's LEN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 847 shares — an estimated $107K sold.

Tortoise Investment Management first reported a position in LEN in Q4 2013 and held it in 48 quarters. The position peaked at $251K in Q3 2024. 967 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Tortoise Investment Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 847 Lennar Class A shares in Q4 2025, an estimated $107K.
Tortoise Investment Management first reported a position in Lennar Class A in Q4 2013 and held it in 48 quarters.
Tortoise Investment Management's Lennar Class A position peaked at $251K in Q3 2024.
967 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.