Lennar Class B
LEN.B
243 hedge funds and large institutions have $602M invested in Lennar Class B in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 84 reducing their positions, and 42 closing their positions.
1.1% less ownership
Funds ownership: 24.02% → 22.92% (-1.1%)
5% less funds holding
Funds holding: 257 → 243 (-14)
16% less capital invested
Capital invested by funds: $713M → $602M (-$112M)
19% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 42
21% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 84
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$13.3M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$5.93M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$5.71M |
| 4 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$3.8M |
| 5 |
HF
HRT Financial
New York
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NFC Investments
Memphis,
Tennessee
|
-$10.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.72M |
| 4 |
Jane Street
New York
|
-$2.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$2.61M |
LEN.B Hedge Fund Activity: Q1 2026 in Review
243 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2026, worth a combined $602M — down 16% from $713M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of LEN.B and 34 opened new positions — a net loss of 8 holders — while 84 trimmed existing stakes and 66 added.
The largest buyer was Raymond James Financial, adding an estimated $13.3M. The largest seller was NFC Investments, exiting entirely with an estimated $10.8M sold.
- 243 institutional investors held Lennar Class B (LEN.B) as of Q1 2026, down from 257 in Q4 2025.
- Funds reported $602M of Lennar Class B stock for Q1 2026, down 16% quarter-over-quarter.
- 34 funds opened new Lennar Class B positions in Q1 2026 and 42 closed out, a net change of -8 holders.
- The largest Lennar Class B buyer in Q1 2026 was Raymond James Financial, an estimated $13.3M added.
- The largest Lennar Class B seller in Q1 2026 was NFC Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2026.