Applied Finance Capital Management’s Lennar Class A LEN Stock Holding History

Applied Finance Capital 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	-3,589	Closed	-$312K	–	246
2026 Q1	$312K	Buy	3,589 +824	+30%	+$89K	0.02%	185
2025 Q4	$284K	Sell	2,765 -2,676	-49%	-$323K	0.02%	200
2025 Q3	$686K	Sell	5,441 -1,320	-20%	-$164K	0.05%	146
2025 Q2	$748K	Hold	6,761	–	–	0.05%	160
2025 Q1	$776K	Buy	6,761 +1,822	+37%	+$228K	0.06%	152
2024 Q4	$652K	Sell	4,939 -1,000	-17%	-$163K	0.03%	161
2024 Q3	$1.08M	Buy	5,939 +1,164	+24%	+$195K	0.05%	108
2024 Q2	$693K	Buy	+4,775	New	+$727K	0.03%	142

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Applied Finance Capital Management's LEN Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 3,589 shares — an estimated $312K sold.

Applied Finance Capital Management first reported a position in LEN in Q2 2024 and held it in 8 quarters. The position peaked at $1.08M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Applied Finance Capital Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Applied Finance Capital Management sold 3,589 Lennar Class A shares in Q2 2026, an estimated $312K.
Applied Finance Capital Management first reported a position in Lennar Class A in Q2 2024 and held it in 8 quarters.
Applied Finance Capital Management's Lennar Class A position peaked at $1.08M in Q3 2024.
936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.