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
-6,198
Closed -$562K – 4594
2021
Q3 		$562K Buy
+6,198
New +$613K ﹤0.01% 3154
2021
Q2 		– Sell
-5,165
Closed -$506K – 4341
2021
Q1 		$506K Buy
5,165
+1,343
+35% +$113K ﹤0.01% 2916
2020
Q4 		$282K Sell
3,822
-310
-8% -$23.2K ﹤0.01% 2913
2020
Q3 		$327K Buy
+4,132
New +$293K ﹤0.01% 2534
2020
Q2 		– Sell
-21,177
Closed -$783K – 3269
2020
Q1 		$783K Sell
21,177
-104,333
-83% -$5.91M 0.01% 1608
2019
Q4 		$6.78M Sell
125,510
-29,853
-19% -$1.7M 0.02% 783
2019
Q3 		$8.4M Buy
155,363
+73,756
+90% +$3.59M 0.03% 613
2019
Q2 		$3.83M Buy
81,607
+40,803
+100% +$2.04M 0.01% 1036
2019
Q1 		$1.94M Sell
40,804
-16,734
-29% -$757K 0.01% 1442
2018
Q4 		$2.18M Sell
57,538
-69,418
-55% -$2.83M 0.01% 1201
2018
Q3 		$5.74M Sell
126,956
-23,655
-16% -$1.19M 0.02% 891
2018
Q2 		$7.66M Buy
150,611
+12,912
+9% +$676K 0.02% 792
2018
Q1 		$7.86M Buy
+137,699
New +$8.31M 0.03% 702
2017
Q4 		– Sell
-81,944
Closed -$4.12M – 3288
2017
Q3 		$4.12M Buy
81,944
+9,140
+13% +$456K 0.01% 896
2017
Q2 		$3.69M Buy
72,804
+51,267
+238% +$2.52M 0.01% 1032
2017
Q1 		$1.05M Sell
21,537
-49,376
-70% -$2.24M ﹤0.01% 1897
2016
Q4 		$2.9M Buy
70,913
+525
+0.7% +$21.2K 0.01% 1199
2016
Q3 		$2.84M Buy
70,388
+19,226
+38% +$852K 0.01% 1217
2016
Q2 		$2.25M Buy
51,162
+31,411
+159% +$1.37M 0.01% 1197
2016
Q1 		$909K Sell
19,751
-14,918
-43% -$612K ﹤0.01% 1658
2015
Q4 		$1.61M Buy
+34,669
New +$1.65M 0.01% 1205
2015
Q3 		– Sell
-14,708
Closed -$715K – 2481
2015
Q2 		$715K Buy
+14,708
New +$676K ﹤0.01% 1890

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.