Austin Asset Management’s Lennar Class A LEN Stock Holding History

Austin 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
2025 Q4	–	Sell	-1,700	Closed	-$214K	–	78
2025 Q3	$214K	Buy	+1,700	New	+$211K	0.04%	72
2025 Q1	–	Sell	-4,132	Closed	-$545K	–	83
2024 Q4	$545K	Hold	4,132	–	–	0.11%	46
2024 Q3	$750K	Sell	4,132 -21	-0.5%	-$3.52K	0.15%	34
2024 Q2	$602K	Buy	4,153 +21	+0.5%	+$3.19K	0.12%	36
2024 Q1	$688K	Hold	4,132	–	–	0.15%	31
2023 Q4	$596K	Hold	4,132	–	–	0.16%	29
2023 Q3	$449K	Hold	4,132	–	–	0.13%	38
2023 Q2	$501K	Hold	4,132	–	–	0.14%	35
2023 Q1	$420K	Hold	4,132	–	–	0.13%	34
2022 Q4	$298K	Hold	4,132	–	–	0.11%	40
2022 Q3	$298K	Hold	4,132	–	–	0.11%	40
2022 Q2	$282K	Hold	4,132	–	–	0.1%	44
2022 Q1	$325K	Hold	4,132	–	–	0.1%	43
2021 Q4	$465K	Buy	+4,132	New	+$422K	0.15%	37

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Austin Asset Management's LEN Position: Q4 2025 in Review

Austin Asset Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 1,700 shares — an estimated $214K sold.

Austin Asset Management first reported a position in LEN in Q4 2021 and held it in 14 quarters. The position peaked at $750K in Q3 2024. 964 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

Austin Asset Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
Austin Asset Management sold 1,700 Lennar Class A shares in Q4 2025, an estimated $214K.
Austin Asset Management first reported a position in Lennar Class A in Q4 2021 and held it in 14 quarters.
Austin Asset Management's Lennar Class A position peaked at $750K in Q3 2024.
964 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Austin Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.