AM
LEN icon

AGF Management’s Lennar Class A LEN Stock Holding History

AGF 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 		– Sell
-31,343
Closed -$2.72M – 703
2026
Q1 		$2.72M Buy
31,343
+5,917
+23% +$639K 0.01% 452
2025
Q4 		$2.61M Buy
25,426
+1,059
+4% +$128K 0.01% 454
2025
Q3 		$3.07M Sell
24,367
-3,597
-13% -$446K 0.01% 425
2025
Q2 		$3.09M Buy
+27,964
New +$3.03M 0.01% 358
2024
Q3 		– Sell
-1,387
Closed -$201K – 698
2024
Q2 		$201K Buy
+1,387
New +$211K ﹤0.01% 671

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 $3.38T AUM 44.17% 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

AGF Management's LEN Position: Q2 2026 in Review

AGF Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 31,343 shares — an estimated $2.72M sold.

AGF Management first reported a position in LEN in Q2 2024 and held it in 5 quarters. The position peaked at $3.09M in Q2 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • AGF Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • AGF Management sold 31,343 Lennar Class A shares in Q2 2026, an estimated $2.72M.
  • AGF Management first reported a position in Lennar Class A in Q2 2024 and held it in 5 quarters.
  • AGF Management's Lennar Class A position peaked at $3.09M in Q2 2025.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.