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ACR Alpine Capital Research’s Lennar Class A LEN Stock Holding History

ACR Alpine Capital Research’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 		$429M Buy
4,743,250
+531,139
+13% +$47.5M 6.09% 4
2026
Q1 		$366M Buy
4,212,111
+997,039
+31% +$108M 5.46% 9
2025
Q4 		$331M Buy
3,215,072
+335,041
+12% +$40.5M 5.15% 12
2025
Q3 		$363M Sell
2,880,031
-75,782
-3% -$9.41M 6.2% 9
2025
Q2 		$327M Buy
2,955,813
+275,869
+10% +$29.9M 5.85% 11
2025
Q1 		$308M Buy
2,679,944
+961,732
+56% +$120M 6.44% 8
2024
Q4 		$227M Buy
1,718,212
+856,565
+99% +$139M 4.91% 11
2024
Q3 		$156M Sell
861,647
-302,619
-26% -$50.7M 4.62% 13
2024
Q2 		$169M Sell
1,164,266
-3,825
-0.3% -$582K 5.22% 11
2024
Q1 		$194M Sell
1,168,091
-474,480
-29% -$71.3M 5.9% 8
2023
Q4 		$237M Sell
1,642,571
-10,501
-0.6% -$1.26M 8.01% 2
2023
Q3 		$180M Buy
1,653,072
+5,024
+0.3% +$589K 6.98% 8
2023
Q2 		$200M Sell
1,648,048
-428,488
-21% -$46.8M 7.54% 5
2023
Q1 		$211M Sell
2,076,536
-39,004
-2% -$3.77M 8.6% 2
2022
Q4 		$185M Sell
2,115,540
-3,135
-0.1% -$254K 8.32% 3
2022
Q3 		$153M Sell
2,118,675
-506,250
-19% -$39.3M 7.58% 7
2022
Q2 		$179M Buy
+2,624,925
New +$192M 8.14% 2

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACR Alpine Capital Research's LEN Position: Q2 2026 in Review

ACR Alpine Capital Research increased its Lennar Class A (LEN) stake by 13% in Q2 2026, buying an estimated $47.5M and bringing the position to 4,743,250 shares worth $429M. The position accounts for 6.09% of the portfolio, ranked #4.

ACR Alpine Capital Research first reported a position in LEN in Q2 2022 and has held it in 17 quarters since. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • ACR Alpine Capital Research held 4,743,250 shares of Lennar Class A worth $429M as of Q2 2026.
  • ACR Alpine Capital Research bought 531,139 Lennar Class A shares in Q2 2026, an estimated $47.5M.
  • Lennar Class A made up 6.09% of ACR Alpine Capital Research's portfolio in Q2 2026, its #4 holding.
  • ACR Alpine Capital Research first reported a position in Lennar Class A in Q2 2022 and has held it in 17 quarters since.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on ACR Alpine Capital Research's 13F filing for Q2 2026, filed 29 Jul 2026.