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Allen Investment Management’s Lennar Class A LEN Stock Holding History

Allen Investment 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
-4,061
Closed -$353K – 232
2026
Q1 		$353K Hold
4,061
– – ﹤0.01% 202
2025
Q4 		$417K Hold
4,061
– – ﹤0.01% 194
2025
Q3 		$512K Sell
4,061
-2,605
-39% -$323K 0.01% 161
2025
Q2 		$737K Hold
6,666
– – 0.01% 141
2025
Q1 		$765K Sell
6,666
-220
-3% -$27.5K 0.01% 144
2024
Q4 		$909K Hold
6,886
– – 0.01% 140
2024
Q3 		$1.25M Hold
6,886
– – 0.01% 135
2024
Q2 		$999K Hold
6,886
– – 0.01% 143
2024
Q1 		$1.15M Hold
6,886
– – 0.01% 132
2023
Q4 		$994K Hold
6,886
– – 0.01% 133
2023
Q3 		$748K Buy
6,886
+4,195
+156% +$492K 0.01% 149
2023
Q2 		$326K Hold
2,691
– – ﹤0.01% 191
2023
Q1 		$274K Hold
2,691
– – ﹤0.01% 200
2022
Q4 		$236K Buy
+2,691
New +$218K ﹤0.01% 204
2022
Q2 		– Sell
-2,691
Closed -$211K – 234
2022
Q1 		$211K Hold
2,691
– – ﹤0.01% 228
2021
Q4 		$303K Hold
2,691
– – ﹤0.01% 217
2021
Q3 		$244K Buy
+2,691
New +$266K ﹤0.01% 189
2017
Q4 		– Sell
-6,088
Closed -$306K – 195
2017
Q3 		$306K Sell
6,088
-1,950
-24% -$97.2K 0.01% 184
2017
Q2 		$408K Sell
8,038
-483
-6% -$23.8K 0.02% 169
2017
Q1 		$415K Buy
+8,521
New +$386K 0.02% 171
2015
Q4 		– Sell
-9,265
Closed -$424K – 211
2015
Q3 		$424K Sell
9,265
-4,413
-32% -$217K 0.04% 147
2015
Q2 		$665K Sell
13,678
-76
-0.6% -$3.49K 0.06% 125
2015
Q1 		$678K Sell
13,754
-1,924
-12% -$87.6K 0.05% 119
2014
Q4 		$669K Sell
15,678
-2,788
-15% -$115K 0.05% 117
2014
Q3 		$683K Buy
18,466
+8,499
+85% +$315K 0.06% 103
2014
Q2 		$398K Hold
9,967
– – 0.04% 92
2014
Q1 		$376K Buy
+9,967
New +$381K 0.06% 88

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allen Investment Management's LEN Position: Q2 2026 in Review

Allen Investment Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 4,061 shares — an estimated $353K sold.

Allen Investment Management first reported a position in LEN in Q1 2014 and held it in 27 quarters. The position peaked at $1.25M in Q3 2024. 488 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Allen Investment Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Allen Investment Management sold 4,061 Lennar Class A shares in Q2 2026, an estimated $353K.
  • Allen Investment Management first reported a position in Lennar Class A in Q1 2014 and held it in 27 quarters.
  • Allen Investment Management's Lennar Class A position peaked at $1.25M in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.