Asahi Life Asset Management’s Lennar Class A LEN Stock Holding History

Asahi Life Asset 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	$268K	Sell	3,090 -137	-4%	-$14.8K	0.17%	141
2025 Q4	$332K	Buy	+3,227	New	+$390K	0.19%	139
2025 Q1	–	Sell	-2,448	Closed	-$323K	–	187
2024 Q4	$323K	Buy	+2,448	New	+$398K	0.2%	134
2024 Q2	–	Sell	-2,603	Closed	-$433K	–	189
2024 Q1	$433K	Sell	2,603 -382	-13%	-$57.4K	0.26%	77
2023 Q4	$431K	Sell	2,985 -26,382	-90%	-$3.18M	0.23%	63
2023 Q3	$3.19M	Buy	29,367 +1,827	+7%	+$214K	1.1%	27
2023 Q2	$3.34M	Sell	27,540 -3,431	-11%	-$374K	1.1%	29
2023 Q1	$3.15M	Buy	+30,971	New	+$2.99M	1%	30
2022 Q2	–	Sell	-4,710	Closed	-$370K	–	275
2022 Q1	$370K	Buy	4,710 +588	+14%	+$53K	0.05%	139
2021 Q4	$463K	Hold	4,122	–	–	0.06%	102
2021 Q3	$374K	Sell	4,122 -206	-5%	-$20.4K	0.05%	120
2021 Q2	$416K	Buy	+4,328	New	+$418K	0.06%	107
2021 Q1	–	Sell	-5,465	Closed	-$403K	–	227
2020 Q4	$403K	Buy	+5,465	New	+$409K	0.05%	150
2020 Q3	–	Sell	-6,446	Closed	-$385K	–	260
2020 Q2	$385K	Buy	+6,446	New	+$329K	0.06%	96
2019 Q1	–	Sell	-11,032	Closed	-$418K	–	210
2018 Q4	$418K	Buy	+11,032	New	+$450K	0.07%	115

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asahi Life Asset Management's LEN Position: Q1 2026 in Review

Asahi Life Asset Management reduced its Lennar Class A (LEN) stake by 4.2% in Q1 2026, selling an estimated $14.8K and leaving 3,090 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #141.

Asahi Life Asset Management first reported a position in LEN in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.34M in Q2 2023. 934 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Asahi Life Asset Management held 3,090 shares of Lennar Class A worth $268K as of Q1 2026.
Asahi Life Asset Management sold 137 Lennar Class A shares in Q1 2026, an estimated $14.8K.
Lennar Class A made up 0.17% of Asahi Life Asset Management's portfolio in Q1 2026, its #141 holding.
Asahi Life Asset Management first reported a position in Lennar Class A in Q4 2018 and has held it in 15 quarters since.
Asahi Life Asset Management's Lennar Class A position peaked at $3.34M in Q2 2023.
934 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.