Woodline Partners’s Lennar Class A LEN Stock Holding History

Woodline Partners’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
2026 Q1	$694K	Sell	7,993 -117,079	-94%	-$12.7M	﹤0.01%	925
2025 Q4	$12.9M	Buy	+125,072	New	+$15.1M	0.05%	400
2025 Q1	–	Sell	-14,814	Closed	-$1.96M	–	976
2024 Q4	$1.96M	Buy	+14,814	New	+$2.41M	0.01%	651
2024 Q2	–	Sell	-80,331	Closed	-$13.4M	–	616
2024 Q1	$13.4M	Sell	80,331 -175,333	-69%	-$26.4M	0.12%	226
2023 Q4	$36.9M	Buy	255,664 +136,592	+115%	+$16.5M	0.4%	70
2023 Q3	$12.9M	Buy	119,072 +29,401	+33%	+$3.45M	0.15%	191
2023 Q2	$10.9M	Buy	+89,671	New	+$9.79M	0.13%	198

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

Woodline Partners's LEN Position: Q1 2026 in Review

Woodline Partners reduced its Lennar Class A (LEN) stake by 94% in Q1 2026, selling an estimated $12.7M and leaving 7,993 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Woodline Partners first reported a position in LEN in Q2 2023 and has held it in 7 quarters since. The position peaked at $36.9M in Q4 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Woodline Partners held 7,993 shares of Lennar Class A worth $694K as of Q1 2026.
Woodline Partners sold 117,079 Lennar Class A shares in Q1 2026, an estimated $12.7M.
Lennar Class A made up ﹤0.01% of Woodline Partners's portfolio in Q1 2026, its #925 holding.
Woodline Partners first reported a position in Lennar Class A in Q2 2023 and has held it in 7 quarters since.
Woodline Partners's Lennar Class A position peaked at $36.9M in Q4 2023.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.