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Armistice Capital’s Lennar Class A LEN Stock Holding History

Armistice Capital’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 		$20M Buy
221,444
+44,431
+25% +$3.97M 0.25% 64
2026
Q1 		$15.4M Buy
177,013
+25,718
+17% +$2.78M 0.27% 69
2025
Q4 		$15.6M Buy
151,295
+72,746
+93% +$8.78M 0.19% 83
2025
Q3 		$9.9M Buy
78,549
+38,528
+96% +$4.78M 0.15% 86
2025
Q2 		$4.43M Buy
40,021
+5,021
+14% +$544K 0.08% 104
2025
Q1 		$4.02M Buy
+35,000
New +$4.37M 0.06% 123
2024
Q4 		– Sell
-20,696
Closed -$3.76M – 275
2024
Q3 		$3.76M Sell
20,696
-8,630
-29% -$1.45M 0.06% 134
2024
Q2 		$4.25M Sell
29,326
-7,862
-21% -$1.2M 0.05% 120
2024
Q1 		$6.19M Buy
+37,188
New +$5.59M 0.08% 116

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

Armistice Capital's LEN Position: Q2 2026 in Review

Armistice Capital increased its Lennar Class A (LEN) stake by 25% in Q2 2026, buying an estimated $3.97M and bringing the position to 221,444 shares worth $20M. The position accounts for 0.25% of the portfolio, ranked #64.

Armistice Capital first reported a position in LEN in Q1 2024 and has held it in 9 quarters since. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Armistice Capital held 221,444 shares of Lennar Class A worth $20M as of Q2 2026.
  • Armistice Capital bought 44,431 Lennar Class A shares in Q2 2026, an estimated $3.97M.
  • Lennar Class A made up 0.25% of Armistice Capital's portfolio in Q2 2026, its #64 holding.
  • Armistice Capital first reported a position in Lennar Class A in Q1 2024 and has held it in 9 quarters since.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Armistice Capital's 13F filing for Q2 2026, filed 14 Aug 2026.