Manning & Napier Group's LEN Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 36.9K 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 50 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 1.5M shares. Largest reduction occurred in Q2 2015, reducing 2.4M 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
| Period | 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 | 43,539 | $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 | $0.00 |
| 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 | $0.00 |
| 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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's largest addition to Lennar Corporation (LEN) was in Q1 2014, adding 2,019,461 shares worth $78.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lennar Corporation (LEN) represents approximately 0.06% of Manning & Napier Group'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.
Manning & Napier Group's peak holding in Lennar Corporation (LEN) was 2,708,228 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.