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Argosy-Lionbridge Management’s Lennar Class A LEN Stock Holding History

Argosy-Lionbridge 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 		$2.82M Sell
31,134
-119,036
-79% -$10.6M 1.77% 14
2026
Q1 		$13M Sell
150,170
-5,250
-3% -$567K 9.15% 6
2025
Q4 		$16M Hold
155,420
– – 10.11% 4
2025
Q3 		$19.6M Buy
155,420
+27,750
+22% +$3.44M 12.88% 5
2025
Q2 		$14.1M Buy
127,670
+103,620
+431% +$11.2M 9.76% 5
2025
Q1 		$2.76M Buy
+24,050
New +$3M 1.84% 10

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 $3.37T AUM 44.26% 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

Argosy-Lionbridge Management's LEN Position: Q2 2026 in Review

Argosy-Lionbridge Management reduced its Lennar Class A (LEN) stake by 79% in Q2 2026, selling an estimated $10.6M and leaving 31,134 shares worth $2.82M. The position accounts for 1.77% of the portfolio, ranked #14.

Argosy-Lionbridge Management first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.6M in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Argosy-Lionbridge Management held 31,134 shares of Lennar Class A worth $2.82M as of Q2 2026.
  • Argosy-Lionbridge Management sold 119,036 Lennar Class A shares in Q2 2026, an estimated $10.6M.
  • Lennar Class A made up 1.77% of Argosy-Lionbridge Management's portfolio in Q2 2026, its #14 holding.
  • Argosy-Lionbridge Management first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
  • Argosy-Lionbridge Management's Lennar Class A position peaked at $19.6M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Argosy-Lionbridge Management's 13F filing for Q2 2026, filed 14 Aug 2026.