Lennar Class B
LEN.B
240 hedge funds and large institutions have $813M invested in Lennar Class B in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 32 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 70
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.49% less ownership
Funds ownership: 24.92% → 24.43% (-0.49%)
6% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 32
2% less funds holding
Funds holding: 245 → 240 (-5)
6% less capital invested
Capital invested by funds: $860M → $813M (-$47.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIP
Torray Investment Partners
Bethesda,
Maryland
|
+$3.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.91M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$2.91M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$2.75M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCM
QRG Capital Management
Chicago,
Illinois
|
-$7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.67M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$5.79M |
| 4 |
Millennium Management
New York
|
-$4.35M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$2.6M |
LEN.B Hedge Fund Activity: Q2 2025 in Review
240 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q2 2025, worth a combined $813M — down 5.5% from $860M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of LEN.B and 30 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 86 added.
The largest buyer was Torray Investment Partners, adding an estimated $3.4M. The largest seller was QRG Capital Management, cutting an estimated $7M.
- 240 institutional investors held Lennar Class B (LEN.B) as of Q2 2025, down from 245 in Q1 2025.
- Funds reported $813M of Lennar Class B stock for Q2 2025, down 5.5% quarter-over-quarter.
- 30 funds opened new Lennar Class B positions in Q2 2025 and 32 closed out, a net change of -2 holders.
- The largest Lennar Class B buyer in Q2 2025 was Torray Investment Partners, an estimated $3.4M added.
- The largest Lennar Class B seller in Q2 2025 was QRG Capital Management, an estimated $7M sold.
Based on aggregated 13F filings for Q2 2025.