Two Sigma Securities’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 | $1.61M | Buy |
18,573
+14,665
| +375% | +$1.58M | 0.19% | 124 |
|
|
2025
Q4 | $402K | Sell |
3,908
-2,484
| -39% | -$300K | 0.06% | 493 |
|
|
2025
Q3 | $806K | Sell |
6,392
-22,564
| -78% | -$2.8M | 0.12% | 219 |
|
|
2025
Q2 | $3.2M | Buy |
28,956
+23,596
| +440% | +$2.56M | 0.4% | 39 |
|
|
2025
Q1 | $615K | Buy |
5,360
+1,503
| +39% | +$188K | 0.09% | 280 |
|
|
2024
Q4 | $509K | Buy |
+3,857
| New | +$627K | 0.07% | 370 |
|
|
2024
Q3 | – | Sell |
-13,781
| Closed | -$2.31M | – | 3293 |
|
|
2024
Q2 | $2M | Buy |
+13,781
| New | +$2.1M | 0.02% | 716 |
|
|
2024
Q1 | – | Sell |
-5,764
| Closed | -$866K | – | 3318 |
|
|
2023
Q4 | $832K | Buy |
5,764
+3,077
| +115% | +$371K | 0.01% | 1162 |
|
|
2023
Q3 | $292K | Buy |
+2,687
| New | +$315K | ﹤0.01% | 1988 |
|
|
2023
Q2 | – | Sell |
-37,299
| Closed | -$4.07M | – | 3103 |
|
|
2023
Q1 | $3.8M | Buy |
37,299
+15,533
| +71% | +$1.5M | 0.08% | 318 |
|
|
2022
Q4 | $1.91M | Buy |
21,766
+8,816
| +68% | +$714K | 0.06% | 430 |
|
|
2022
Q3 | $935K | Buy |
+12,950
| New | +$1.01M | 0.03% | 677 |
|
|
2022
Q2 | – | Sell |
-6,585
| Closed | -$517K | – | 2577 |
|
|
2022
Q1 | $517K | Buy |
+6,585
| New | +$593K | 0.02% | 999 |
|
|
2021
Q2 | – | Sell |
-4,413
| Closed | -$426K | – | 1616 |
|
|
2021
Q1 | $432K | Buy |
+4,413
| New | +$371K | 0.02% | 324 |
|
|
2020
Q1 | – | Sell |
-5,377
| Closed | -$290K | – | 1893 |
|
|
2019
Q4 | $290K | Sell |
5,377
-6,309
| -54% | -$360K | ﹤0.01% | 1813 |
|
|
2019
Q3 | $632K | Sell |
11,686
-8,187
| -41% | -$399K | 0.01% | 1085 |
|
|
2019
Q2 | $932K | Buy |
19,873
+4,392
| +28% | +$219K | 0.01% | 767 |
|
|
2019
Q1 | $736K | Sell |
15,481
-8,032
| -34% | -$363K | 0.01% | 690 |
|
|
2018
Q4 | $891K | Buy |
+23,513
| New | +$958K | 0.01% | 691 |
|
|
2018
Q3 | – | Sell |
-25,544
| Closed | -$1.29M | – | 2827 |
|
|
2018
Q2 | $1.3M | Buy |
+25,544
| New | +$1.34M | 0.01% | 1176 |
|
|
2016
Q4 | – | Sell |
-9,297
| Closed | -$375K | – | 839 |
|
|
2016
Q3 | $375K | Buy |
9,297
+4,733
| +104% | +$210K | 0.13% | 230 |
|
|
2016
Q2 | $200K | Buy |
+4,564
| New | +$200K | 0.11% | 271 |
|
|
2015
Q2 | – | Sell |
-5,734
| Closed | -$283K | – | 223 |
|
|
2015
Q1 | $283K | Buy |
+5,734
| New | +$261K | 0.29% | 72 |
|
Other funds holding LEN
VCM
GA
VPM
Two Sigma Securities's LEN Position: Q1 2026 in Review
Two Sigma Securities increased its Lennar Class A (LEN) stake by 375% in Q1 2026, buying an estimated $1.58M and bringing the position to 18,573 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #124.
Two Sigma Securities first reported a position in LEN in Q1 2015 and has held it in 23 quarters since. The position peaked at $3.8M in Q1 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Two Sigma Securities held 18,573 shares of Lennar Class A worth $1.61M as of Q1 2026.
- Two Sigma Securities bought 14,665 Lennar Class A shares in Q1 2026, an estimated $1.58M.
- Lennar Class A made up 0.19% of Two Sigma Securities's portfolio in Q1 2026, its #124 holding.
- Two Sigma Securities first reported a position in Lennar Class A in Q1 2015 and has held it in 23 quarters since.
- Two Sigma Securities's Lennar Class A position peaked at $3.8M in Q1 2023.
- 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.