Avalon Trust’s Lennar Class A LEN Stock Holding History

Avalon Trust’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	$287K	Hold	3,300	–	–	0.02%	128
2025 Q4	$339K	Sell	3,300 -3,333	-50%	-$402K	0.02%	116
2025 Q3	$836K	Buy	6,633 +133	+2%	+$16.5K	0.05%	77
2025 Q2	$719K	Sell	6,500 -1,500	-19%	-$163K	0.05%	78
2025 Q1	$918K	Sell	8,000 -1,622	-17%	-$203K	0.07%	76
2024 Q4	$1.27M	Buy	9,622 +325	+3%	+$52.8K	0.09%	67
2024 Q3	$1.69M	Hold	9,297	–	–	0.12%	58
2024 Q2	$1.35M	Sell	9,297 -1,550	-14%	-$236K	0.11%	62
2024 Q1	$1.81M	Hold	10,847	–	–	0.15%	58
2023 Q4	$1.56M	Hold	10,847	–	–	0.14%	58
2023 Q3	$1.18M	Sell	10,847 -1,549	-12%	-$182K	0.12%	62
2023 Q2	$1.5M	Sell	12,396 -3,099	-20%	-$338K	0.14%	60
2023 Q1	$1.58M	Buy	+15,495	New	+$1.5M	0.16%	58

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 $6.07B AUM 11.2% 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

Avalon Trust's LEN Position: Q1 2026 in Review

Avalon Trust held its Lennar Class A (LEN) position steady in Q1 2026 at 3,300 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #128.

Avalon Trust first reported a position in LEN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q1 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Avalon Trust held 3,300 shares of Lennar Class A worth $287K as of Q1 2026.
Avalon Trust left its Lennar Class A share count unchanged in Q1 2026.
Lennar Class A made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #128 holding.
Avalon Trust first reported a position in Lennar Class A in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Lennar Class A position peaked at $1.81M in Q1 2024.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.