Jeremy Grantham's LEN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 225.2K shares of Lennar Corporation (LEN) worth $28.38 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in LEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 179.5K shares. Largest reduction occurred in Q2 2023, reducing 122.1K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +14,383 | Add 0.00% | 14,382 | $35.32 |
| Q3 2013 | -2,244 | Reduce 15.60% | 12,138 | $34.68 |
| Q4 2013 | -12,138 | Sold Out | 12,138 | $0.00 |
| Q4 2020 | +191,600 | New Buy | 191,600 | $76.23 |
| Q1 2021 | +58,400 | Add 30.48% | 250,000 | $101.23 |
| Q2 2021 | +58,100 | Add 23.24% | 308,100 | $99.35 |
| Q3 2021 | +9,600 | Add 3.12% | 317,700 | $93.68 |
| Q4 2021 | -36,900 | Reduce 11.61% | 280,800 | $116.16 |
| Q1 2022 | +25,900 | Add 9.22% | 306,700 | $81.17 |
| Q2 2022 | +87,900 | Add 28.66% | 394,600 | $70.57 |
| Q3 2022 | -31,500 | Reduce 7.98% | 363,100 | $74.55 |
| Q4 2022 | +10,002 | Add 2.75% | 373,102 | $90.50 |
| Q1 2023 | -53,900 | Reduce 14.45% | 319,202 | $105.11 |
| Q2 2023 | -122,088 | Reduce 38.25% | 197,114 | $125.31 |
| Q3 2023 | -20,800 | Reduce 10.55% | 176,314 | $112.23 |
| Q4 2023 | -30,069 | Reduce 17.05% | 146,245 | $149.04 |
| Q1 2024 | -28,819 | Reduce 19.71% | 117,426 | $171.98 |
| Q2 2024 | -5,614 | Reduce 4.78% | 111,812 | $149.87 |
| Q3 2024 | -11,729 | Reduce 10.49% | 100,083 | $187.48 |
| Q4 2024 | +138,975 | Add 138.86% | 239,058 | $136.37 |
| Q1 2025 | +57,476 | Add 24.04% | 296,534 | $114.78 |
| Q2 2025 | -63,429 | Reduce 21.39% | 233,105 | $110.61 |
| Q3 2025 | -7,927 | Reduce 3.40% | 225,178 | $126.04 |
Jeremy Grantham's Lennar Corporation Investment FAQs
Jeremy Grantham first purchased Lennar Corporation (LEN) in Q2 2013, acquiring 14,382 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Lennar Corporation (LEN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Lennar Corporation (LEN) was in Q4 2020, adding 191,600 shares worth $14.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 225,178 shares of Lennar Corporation (LEN), valued at approximately $28.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lennar Corporation (LEN) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Lennar Corporation (LEN) was 394,600 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.