Manning & Napier Group's LEN Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 36,902 shares of Lennar Corporation (LEN) worth $4.71 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in LEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 1.53 M shares. Largest reduction occurred in Q2 2015, reducing 2.35 M shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +454,193 | Add 0.00% | 454,192 | $35.33 |
| Q3 2013 | -1,649 | Reduce 0.36% | 452,543 | $34.70 |
| Q4 2013 | +33,193 | Add 7.33% | 485,736 | $38.78 |
| Q1 2014 | +1.53 M | Add 315.75% | 2.02 M | $38.84 |
| Q2 2014 | +673,727 | Add 33.36% | 2.69 M | $41.16 |
| Q3 2014 | +15,040 | Add 0.56% | 2.71 M | $38.07 |
| Q4 2014 | -94,829 | Reduce 3.50% | 2.61 M | $43.93 |
| Q1 2015 | -185,718 | Reduce 7.11% | 2.43 M | $50.79 |
| Q2 2015 | -2.35 M | Reduce 96.98% | 73,436 | $50.02 |
| Q3 2015 | -28,908 | Reduce 39.36% | 44,528 | $47.16 |
| Q4 2015 | -989 | Reduce 2.22% | 43,539 | $47.91 |
| Q1 2016 | -43,539 | Sold Out | 0 | $0.00 |
| Q2 2018 | +14,226 | New Buy | 14,226 | $52.44 |
| Q3 2018 | -1 | Reduce 0.01% | 14,225 | $46.68 |
| Q4 2018 | -14,225 | Sold Out | 14,225 | $46.68 |
| Q2 2022 | +76,736 | New Buy | 76,736 | $70.55 |
| Q3 2022 | -3,066 | Reduce 4.00% | 73,670 | $74.54 |
| Q4 2022 | -2,466 | Reduce 3.35% | 71,204 | $90.50 |
| Q1 2023 | +286 | Add 0.40% | 71,490 | $105.11 |
| Q2 2023 | -71,490 | Sold Out | 71,490 | $105.11 |
| Q3 2024 | +15,034 | New Buy | 15,034 | $187.48 |
| Q4 2024 | +106 | Add 0.71% | 15,140 | $136.37 |
| Q1 2025 | +13,116 | Add 86.63% | 28,256 | $114.78 |
| Q2 2025 | +35,217 | Add 124.64% | 63,473 | $110.61 |
| Q3 2025 | -26,571 | Reduce 41.86% | 36,902 | $127.68 |
Manning & Napier Group's Lennar Corporation Investment FAQs
Manning & Napier Group first purchased Lennar Corporation (LEN) in Q2 2013, acquiring 454,192 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Lennar Corporation (LEN) for 42 quarters since Q2 2013.
Manning & Napier Group's largest addition to Lennar Corporation (LEN) was in Q1 2014, adding 2,019,461 shares worth $78.44 M.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 36,902 shares of Lennar Corporation (LEN), valued at approximately $4.71 M.
As of the Q3 2025 filing, Lennar Corporation (LEN) represents approximately 0.06% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Lennar Corporation (LEN) was 2,708,228 shares, as reported at the end of Q3 2014.