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

Two Sigma Securities’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
2024 Q4	–	Sell	-14,152	Closed	-$2.57M	–	2502
2024 Q3	$2.57M	Buy	14,152 +2,479	+21%	+$415K	0.04%	464
2024 Q2	$1.69M	Buy	11,673 +5,062	+77%	+$770K	0.02%	795
2024 Q1	$1.1M	Buy	+6,611	New	+$994K	0.01%	1078
2021 Q3	–	Sell	-10,330	Closed	-$993K	–	1761
2021 Q2	$993K	Buy	+10,330	New	+$998K	0.03%	414
2021 Q1	–	Sell	-5,888	Closed	-$435K	–	1346
2020 Q4	$435K	Sell	5,888 -3,616	-38%	-$271K	0.01%	786
2020 Q3	$751K	Buy	9,504 +4,752	+100%	+$337K	0.02%	442
2020 Q2	$283K	Buy	+4,752	New	+$243K	0.01%	936
2020 Q1	–	Sell	-51,753	Closed	-$2.79M	–	1894
2019 Q4	$2.79M	Buy	51,753 +46,278	+845%	+$2.64M	0.02%	602
2019 Q3	$296K	Sell	5,475 -65,492	-92%	-$3.19M	﹤0.01%	1565
2019 Q2	$3.33M	Buy	70,967 +9,917	+16%	+$495K	0.03%	322
2019 Q1	$2.9M	Buy	61,050 +41,836	+218%	+$1.89M	0.03%	247
2018 Q4	$728K	Sell	19,214 -6,714	-26%	-$274K	0.01%	796
2018 Q3	$1.17M	Sell	25,928 -54,026	-68%	-$2.72M	0.01%	961
2018 Q2	$4.06M	Buy	79,954 +74,169	+1,282%	+$3.88M	0.02%	567
2018 Q1	$330K	Buy	+5,785	New	+$349K	﹤0.01%	1937

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.