Two Sigma Investments
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Two Sigma Investments’s Lennar Class A LEN Stock Holding History

Two Sigma Investments’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
2021
Q4 		– Sell
-2,376
Closed -$215K – 4593
2021
Q3 		$215K Buy
+2,376
New +$235K ﹤0.01% 3915
2021
Q2 		– Sell
-2,066
Closed -$202K – 4340
2021
Q1 		$202K Sell
2,066
-4,649
-69% -$391K ﹤0.01% 3626
2020
Q4 		$495K Buy
+6,715
New +$503K ﹤0.01% 2526
2020
Q2 		– Sell
-18,904
Closed -$699K – 3267
2020
Q1 		$699K Sell
18,904
-80,574
-81% -$4.56M 0.01% 1694
2019
Q4 		$5.37M Sell
99,478
-28,304
-22% -$1.61M 0.02% 908
2019
Q3 		$6.91M Buy
127,782
+68,798
+117% +$3.35M 0.02% 706
2019
Q2 		$2.77M Sell
58,984
-3,926
-6% -$196K 0.01% 1230
2019
Q1 		$2.99M Buy
62,910
+5,062
+9% +$229K 0.01% 1218
2018
Q4 		$2.19M Sell
57,848
-82,227
-59% -$3.35M 0.01% 1197
2018
Q3 		$6.33M Buy
140,075
+10,433
+8% +$526K 0.02% 851
2018
Q2 		$6.59M Buy
129,642
+28,305
+28% +$1.48M 0.02% 887
2018
Q1 		$5.78M Buy
+101,337
New +$6.11M 0.02% 873
2017
Q4 		– Sell
-74,905
Closed -$3.77M – 3287
2017
Q3 		$3.77M Buy
74,905
+36,875
+97% +$1.84M 0.01% 943
2017
Q2 		$1.93M Buy
38,030
+27,524
+262% +$1.35M 0.01% 1444
2017
Q1 		$512K Sell
10,506
-48,430
-82% -$2.2M ﹤0.01% 2333
2016
Q4 		$2.41M Sell
58,936
-25,424
-30% -$1.03M 0.01% 1343
2016
Q3 		$3.4M Buy
84,360
+40,236
+91% +$1.78M 0.01% 1118
2016
Q2 		$1.94M Buy
44,124
+31,517
+250% +$1.38M 0.01% 1281
2016
Q1 		$580K Sell
12,607
-30,466
-71% -$1.25M ﹤0.01% 1959
2015
Q4 		$2M Buy
+43,073
New +$2.05M 0.01% 1092
2015
Q3 		– Sell
-13,657
Closed -$664K – 2480
2015
Q2 		$664K Buy
13,657
+8,404
+160% +$386K ﹤0.01% 1938
2015
Q1 		$259K Buy
+5,253
New +$239K ﹤0.01% 2353

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments's LEN Position: Q1 2026 in Review

Two Sigma Investments increased its Lennar Class A (LEN) stake by 69% in Q1 2026, buying an estimated $115M and bringing the position to 2,603,937 shares worth $226M. The position accounts for 0.18% of the portfolio, ranked #121.

Two Sigma Investments first reported a position in LEN in Q2 2013 and has held it in 21 quarters since. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Two Sigma Investments held 2,603,937 shares of Lennar Class A worth $226M as of Q1 2026.
  • Two Sigma Investments bought 1,067,658 Lennar Class A shares in Q1 2026, an estimated $115M.
  • Lennar Class A made up 0.18% of Two Sigma Investments's portfolio in Q1 2026, its #121 holding.
  • Two Sigma Investments first reported a position in Lennar Class A in Q2 2013 and has held it in 21 quarters since.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.