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Atlas Capital Advisors’s Lennar Class A LEN Stock Holding History

Atlas Capital Advisors’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 		$399K Sell
4,594
-1,420
-24% -$153K 0.05% 292
2025
Q4 		$618K Buy
+6,014
New +$726K 0.07% 228
2025
Q2 		$713K Sell
6,442
-698
-10% -$75.6K 0.09% 194
2025
Q1 		$820K Sell
7,140
-917
-11% -$115K 0.1% 170
2024
Q4 		$1.06M Sell
8,057
-50
-0.6% -$8.13K 0.14% 130
2024
Q3 		$1.47M Buy
8,107
+581
+8% +$97.3K 0.22% 91
2024
Q2 		$1.09M Sell
7,526
-893
-11% -$136K 0.14% 115
2024
Q1 		$1.4M Buy
8,419
+269
+3% +$40.4K 0.22% 85
2023
Q4 		$1.18M Buy
8,150
+279
+4% +$33.6K 0.17% 100
2023
Q3 		$855K Buy
7,871
+33
+0.4% +$3.87K 0.14% 121
2023
Q2 		$951K Buy
7,838
+263
+3% +$28.7K 0.14% 114
2023
Q1 		$771K Buy
7,575
+822
+12% +$79.4K 0.12% 126
2022
Q4 		$592K Sell
6,753
-184
-3% -$14.9K 0.1% 163
2022
Q3 		$501K Hold
6,937
– – 0.09% 179
2022
Q2 		$474K Sell
6,937
-129
-2% -$9.45K 0.08% 205
2022
Q1 		$555K Sell
7,066
-167
-2% -$15K 0.09% 205
2021
Q4 		$813K Hold
7,233
– – 0.12% 143
2021
Q3 		$656K Hold
7,233
– – 0.11% 161
2021
Q2 		$696K Buy
7,233
+23
+0.3% +$2.22K 0.12% 163
2021
Q1 		$707K Sell
7,210
-174
-2% -$14.6K 0.14% 149
2020
Q4 		$545K Sell
7,384
-694
-9% -$52K 0.11% 168
2020
Q3 		$639K Sell
8,078
-307
-4% -$21.8K 0.15% 148
2020
Q2 		$500K Buy
8,385
+7,408
+758% +$378K 0.12% 180
2020
Q1 		$36.1K Sell
977
-5,747
-85% -$325K 0.01% 468
2019
Q4 		$363K Buy
6,724
+3,239
+93% +$185K 0.09% 238
2019
Q3 		$188K Sell
3,485
-347
-9% -$16.9K 0.06% 327
2019
Q2 		$180K Buy
3,832
+3,193
+500% +$159K 0.06% 307
2019
Q1 		$30.4K Hold
639
– – 0.01% 450
2018
Q4 		$24.2K Hold
639
– – 0.01% 455
2018
Q3 		$28.6K Sell
639
-3,730
-85% -$188K 0.01% 448
2018
Q2 		$235K Buy
+4,369
New +$229K 0.08% 249

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Capital Advisors's LEN Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Lennar Class A (LEN) stake by 24% in Q1 2026, selling an estimated $153K and leaving 4,594 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #292.

Atlas Capital Advisors first reported a position in LEN in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Atlas Capital Advisors held 4,594 shares of Lennar Class A worth $399K as of Q1 2026.
  • Atlas Capital Advisors sold 1,420 Lennar Class A shares in Q1 2026, an estimated $153K.
  • Lennar Class A made up 0.05% of Atlas Capital Advisors's portfolio in Q1 2026, its #292 holding.
  • Atlas Capital Advisors first reported a position in Lennar Class A in Q2 2018 and has held it in 31 quarters since.
  • Atlas Capital Advisors's Lennar Class A position peaked at $1.47M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.