- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 11 Feb 2025
- Managers listing it
- 22
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 19 listed it in both
- Shares listed
- 29,996,976
- combined, among listed positions
- Reported value
- $4.1bn
- combined, at the quarter end
Among the 94 comparable managers: 16 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LEN in Q4 2024
22 of 22 holders
Largest increases and reductions, by shares
Increases
- Renaissance Technologies LLCnew position · 637,133 shares now+637,133
- Voloridge Investment Management LLCexisting position · 779,762 shares now+602,305
- Wellington Management Group LLPexisting position · 3,239,488 shares now+515,378
- AQR Capital Management LLCexisting position · 1,846,753 shares now+482,808
- Invesco Ltdexisting position · 2,319,313 shares now+307,824
Reductions
- Fidelity (FMR LLC)existing position · 7,192,279 shares now-6,197,266
- Lone Pine Capital LLCexisting position · 1,717,903 shares now-1,209,751
- D. E. Shaw & Co.existing position · 673,918 shares now-242,184
- Arrowstreet Capital LPexisting position · 3,056,131 shares now-188,526
- Neuberger Berman Group LLCexisting position · 1,992,491 shares now-48,876
New positions and exits
New (2)
Exited (2)
- Holocene Advisors LPwas $115m
- Discovery Capital Management LLCwas $4.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 14 | $1.5bn | n.a. | n.a. |
| Q3 2013 | 11 | $1.5bn | n.a. | n.a. |
| Q4 2013 | 11 | $1.8bn | n.a. | n.a. |
| Q1 2014 | 9 | $1.6bn | n.a. | n.a. |
| Q2 2014 | 9 | $1.6bn | n.a. | n.a. |
| Q3 2014 | 11 | $1.2bn | n.a. | n.a. |
| Q4 2014 | 16 | $1.6bn | n.a. | n.a. |
| Q1 2015 | 15 | $2.1bn | n.a. | n.a. |
| Q2 2015 | 16 | $1.9bn | n.a. | n.a. |
| Q3 2015 | 12 | $1.6bn | n.a. | n.a. |
| Q4 2015 | 12 | $1.7bn | n.a. | n.a. |
| Q1 2016 | 10 | $1.4bn | n.a. | n.a. |
| Q2 2016 | 11 | $1.2bn | n.a. | n.a. |
| Q3 2016 | 12 | $850m | n.a. | n.a. |
| Q4 2016 | 11 | $838m | n.a. | n.a. |
| Q1 2017 | 14 | $1.3bn | n.a. | n.a. |
| Q2 2017 | 16 | $1.3bn | n.a. | n.a. |
| Q3 2017 | 14 | $1.5bn | n.a. | n.a. |
| Q4 2017 | 20 | $3.0bn | n.a. | n.a. |
| Q1 2018 | 22 | $3.4bn | n.a. | n.a. |
| Q2 2018 | 15 | $2.4bn | n.a. | n.a. |
| Q3 2018 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 12 | $850m | n.a. | n.a. |
| Q1 2019 | 14 | $1.5bn | n.a. | n.a. |
| Q2 2019 | 13 | $1.4bn | n.a. | n.a. |
| Q3 2019 | 13 | $1.9bn | n.a. | n.a. |
| Q4 2019 | 18 | $1.6bn | n.a. | n.a. |
| Q1 2020 | 13 | $1.0bn | n.a. | n.a. |
| Q2 2020 | 13 | $1.9bn | n.a. | n.a. |
| Q3 2020 | 13 | $3.3bn | n.a. | n.a. |
| Q4 2020 | 10 | $3.1bn | n.a. | n.a. |
| Q1 2021 | 10 | $4.3bn | n.a. | n.a. |
| Q2 2021 | 10 | $3.8bn | n.a. | n.a. |
| Q3 2021 | 7 | $3.4bn | n.a. | n.a. |
| Q4 2021 | 16 | $4.1bn | n.a. | n.a. |
| Q1 2022 | 18 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 12 | $2.2bn | n.a. | n.a. |
| Q3 2022 | 8 | $3.6bn | n.a. | n.a. |
| Q4 2022 | 14 | $5.2bn | n.a. | n.a. |
| Q1 2023 | 19 | $5.9bn | n.a. | n.a. |
| Q2 2023 | 25 | $6.1bn | n.a. | n.a. |
| Q3 2023 | 25 | $5.1bn | n.a. | n.a. |
| Q4 2023 | 26 | $6.4bn | 12 | 16 |
| Q1 2024 | 26 | $7.2bn | 14 | 13 |
| Q2 2024 | 25 | $6.1bn | 14 | 13 |
| Q3 2024 | 26 | $6.8bn | 13 | 14 |
| Q4 2024 | 22 | $4.1bn | 16 | 8 |
| Q1 2025 | 24 | $3.0bn | 15 | 11 |
| Q2 2025 | 19 | $3.0bn | 10 | 10 |
| Q3 2025 | 14 | $3.1bn | 8 | 10 |
| Q4 2025 | 21 | $2.4bn | 25 | 12 |
| Q1 2026 | 13 | $2.2bn | 12 | 24 |
| Q2 2026 | 12 | $2.3bn | 16 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LEN and KLAC →LEN and GE →LEN and LRCX →Choose a stock to compare with LEN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LEN, latest filings →Back to the 13F Explorer →