Lennar Class B
LEN.B
About: Lennar is one of the largest public homebuilders in the United States. The company's homebuilding operations target first-time, move-up, active adult, and luxury homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily and single-family for-rent construction and has invested in numerous housing-related technology startups.
Employees: 13,265
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
20% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 71
0.23% more ownership
Funds ownership: 24.19% [Q1] → 24.43% (+0.23%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
3% less capital invested
Capital invested by funds: $835M [Q1] → $813M (-$22.5M) [Q2]
6% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 32
2% less funds holding
Funds holding: 242 [Q1] → 237 (-5) [Q2]
Financial journalist opinion