683 Capital Management’s Lennar Class A LEN Stock Holding History

683 Capital Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	150,000 +100,000	+200%	+$10.8M	0.68%	34
2025 Q4	$5.14M	Hold	50,000	–	–	0.22%	80
2025 Q3	$6.3M	Hold	50,000	–	–	0.33%	64
2025 Q2	$5.53M	Sell	50,000 -25,000	-33%	-$2.71M	0.36%	70
2025 Q1	$8.61M	Sell	75,000 -17,970	-19%	-$2.24M	0.59%	49
2024 Q4	$12.3M	Buy	92,970 +46,485	+100%	+$7.55M	0.76%	34
2024 Q3	$8.44M	Buy	+46,485	New	+$7.79M	0.64%	46
2024 Q2	–	Sell	-17,148	Closed	-$2.85M	–	154
2024 Q1	$2.85M	Sell	17,148 -103,300	-86%	-$15.5M	0.21%	73
2023 Q4	$17.4M	Buy	120,448 +17,148	+17%	+$2.07M	1.42%	23
2023 Q3	$11.2M	Buy	103,300 +51,650	+100%	+$6.06M	0.87%	39
2023 Q2	$6.27M	Sell	51,650 -103,300	-67%	-$11.3M	0.45%	59
2023 Q1	$15.8M	Sell	154,950 -51,650	-25%	-$4.99M	1.17%	25
2022 Q4	$18.1M	Buy	+206,600	New	+$16.7M	1.53%	18

Other funds holding LEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

683 Capital Management's LEN Position: Q1 2026 in Review

683 Capital Management reduced its Lennar Class A (LEN) stake by 92% in Q1 2026, selling an estimated $6.54M and leaving 5,000 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #195.

683 Capital Management first reported a position in LEN in Q1 2022 and has held it in 9 quarters since. The position peaked at $37.2M in Q3 2022. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

683 Capital Management held 5,000 shares of Lennar Class A worth $434K as of Q1 2026.
683 Capital Management sold 60,500 Lennar Class A shares in Q1 2026, an estimated $6.54M.
Lennar Class A made up 0.02% of 683 Capital Management's portfolio in Q1 2026, its #195 holding.
683 Capital Management first reported a position in Lennar Class A in Q1 2022 and has held it in 9 quarters since.
683 Capital Management's Lennar Class A position peaked at $37.2M in Q3 2022.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on 683 Capital Management's 13F filing for Q1 2026, filed 15 May 2026.