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ABC Arbitrage’s Lennar Class A LEN Stock Holding History

ABC Arbitrage’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 		$5.26M Sell
58,098
-41,894
-42% -$3.75M 0.57% 44
2026
Q1 		$8.68M Buy
99,992
+73,092
+272% +$7.9M 1.15% 19
2025
Q4 		$2.77M Buy
26,900
+18,519
+221% +$2.24M 0.26% 74
2025
Q3 		$1.06M Sell
8,381
-19,809
-70% -$2.46M 0.1% 129
2025
Q2 		$3.12M Buy
28,190
+20,577
+270% +$2.23M 0.36% 65
2025
Q1 		$874K Sell
7,613
-20,424
-73% -$2.55M 0.16% 132
2024
Q4 		$3.7M Buy
+28,037
New +$4.56M 0.53% 50

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

ABC Arbitrage's LEN Position: Q2 2026 in Review

ABC Arbitrage reduced its Lennar Class A (LEN) stake by 42% in Q2 2026, selling an estimated $3.75M and leaving 58,098 shares worth $5.26M. The position accounts for 0.57% of the portfolio, ranked #44.

ABC Arbitrage first reported a position in LEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.68M in Q1 2026. 276 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • ABC Arbitrage held 58,098 shares of Lennar Class A worth $5.26M as of Q2 2026.
  • ABC Arbitrage sold 41,894 Lennar Class A shares in Q2 2026, an estimated $3.75M.
  • Lennar Class A made up 0.57% of ABC Arbitrage's portfolio in Q2 2026, its #44 holding.
  • ABC Arbitrage first reported a position in Lennar Class A in Q4 2024 and has held it in 7 quarters since.
  • ABC Arbitrage's Lennar Class A position peaked at $8.68M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on ABC Arbitrage's 13F filing for Q2 2026, filed 20 Jul 2026.