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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
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 $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 $6.07B AUM 11.2% 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

AGF Management's LEN Position: Q1 2026 in Review

AGF Management increased its Lennar Class A (LEN) stake by 23% in Q1 2026, buying an estimated $639K and bringing the position to 31,343 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #452.

AGF Management first reported a position in LEN in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.09M in Q2 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • AGF Management held 31,343 shares of Lennar Class A worth $2.72M as of Q1 2026.
  • AGF Management bought 5,917 Lennar Class A shares in Q1 2026, an estimated $639K.
  • Lennar Class A made up 0.01% of AGF Management's portfolio in Q1 2026, its #452 holding.
  • AGF Management first reported a position in Lennar Class A in Q2 2024 and has held it in 5 quarters since.
  • AGF Management's Lennar Class A position peaked at $3.09M in Q2 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.