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 Q2	$9.05M	Sell	100,000 -50,000	-33%	-$4.47M	0.44%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

683 Capital Management's LEN Position: Q2 2026 in Review

683 Capital Management increased its Lennar Class A (LEN) stake by 1,900% in Q2 2026, buying an estimated $8.49M and bringing the position to 100,000 shares worth $9.05M. The position accounts for 0.44% of the portfolio, ranked #52.

683 Capital Management first reported a position in LEN in Q1 2022 and has held it in 10 quarters since. The position peaked at $37.2M in Q3 2022. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

683 Capital Management held 100,000 shares of Lennar Class A worth $9.05M as of Q2 2026.
683 Capital Management bought 95,000 Lennar Class A shares in Q2 2026, an estimated $8.49M.
Lennar Class A made up 0.44% of 683 Capital Management's portfolio in Q2 2026, its #52 holding.
683 Capital Management first reported a position in Lennar Class A in Q1 2022 and has held it in 10 quarters since.
683 Capital Management's Lennar Class A position peaked at $37.2M in Q3 2022.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on 683 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.