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Adapt Investment Managers’s Lennar Class A LEN Stock Holding History

Adapt Investment Managers’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 		– Sell
-100,000
Closed -$10.3M – 175
2025
Q4 		$10.3M Hold
100,000
– – 0.08% 126
2025
Q3 		$12.6M Buy
+100,000
New +$12.4M 0.12% 97

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adapt Investment Managers's LEN Position: Q1 2026 in Review

Adapt Investment Managers sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 114,143 shares — an estimated $11.7M sold.

Adapt Investment Managers first reported a position in LEN in Q4 2025 and held it in 1 quarter. The position peaked at $11.7M in Q4 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Adapt Investment Managers reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 114,143 Lennar Class A shares in Q1 2026, an estimated $11.7M.
  • Adapt Investment Managers first reported a position in Lennar Class A in Q4 2025 and held it in 1 quarter.
  • Adapt Investment Managers's Lennar Class A position peaked at $11.7M in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.