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Lennar Class B

255 hedge funds and large institutions have $895M invested in Lennar Class B in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $813M → $895M (+$82.4M)

7% more funds holding

Funds holding: 239255 (+16)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 24.43%23.75% (-0.68%)

Holders
255
Holders Change
+16
Holders Change %
+6.69%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
73
Reduced
70
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$185M -$2.56M -21,595 -1%
GF
2
Gabelli Funds
New York
$137M -$593K -5,000 -0.4%
GI
3
GAMCO Investors
Connecticut
$54.4M -$441K -3,721 -0.8%
GA
4
Greenhaven Associates
New York
$43.7M
BlackRock
5
BlackRock
New York
$40.7M -$530K -4,470 -1%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$21.7M +$5.93K +50 +0%
Morgan Stanley
7
Morgan Stanley
New York
$20.3M -$1.15M -9,719 -5%
Goldman Sachs
8
Goldman Sachs
New York
$18.2M -$731K -6,165 -4%
TAM
9
Third Avenue Management
New York
$18M -$22.5K -190 -0.1%
GCM
10
GoodHaven Capital Management
New Jersey
$16.6M
TIP
11
Torray Investment Partners
Maryland
$16.2M +$667K +5,627 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.2M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$15.9M -$1.32M -11,114 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.9M +$1.36M +11,447 +9%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$14M -$3.22M -27,130 -19%
6CM
16
683 Capital Management
New York
$13.8M
NI
17
NFC Investments
Tennessee
$13.7M -$734K -6,190 -5%
Principal Financial Group
18
Principal Financial Group
Iowa
$12.5M +$1.47M +12,433 +14%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$10.4M +$190K +1,603 +2%
Legal & General Group
20
Legal & General Group
United Kingdom
$10M +$935K +7,886 +10%
RDWM
21
Red Door Wealth Management
Tennessee
$8.55M +$359K +3,029 +4%
Aristotle Capital Management
22
Aristotle Capital Management
California
$8.09M -$826K -6,968 -9%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$8M -$828K -6,982 -9%
State Street
24
State Street
Massachusetts
$7.77M -$1.33M -11,233 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.39M -$471K -3,976 -6%

LEN.B Hedge Fund Activity: Q3 2025 in Review

255 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2025, worth a combined $895M — up 10% from $813M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LEN.B positions and 23 closed out — a net gain of 19 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was Carnegie Investment Counsel, adding an estimated $3.26M. The largest seller was Neuberger Berman Group, cutting an estimated $3.22M.

  • 255 institutional investors held Lennar Class B (LEN.B) as of Q3 2025, up from 239 in Q2 2025.
  • Funds reported $895M of Lennar Class B stock for Q3 2025, up 10% quarter-over-quarter.
  • 42 funds opened new Lennar Class B positions in Q3 2025 and 23 closed out, a net change of +19 holders.
  • The largest Lennar Class B buyer in Q3 2025 was Carnegie Investment Counsel, an estimated $3.26M added.
  • The largest Lennar Class B seller in Q3 2025 was Neuberger Berman Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.