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 Q2	$299K	Hold	3,300	–	–	0.02%	124
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Trust's LEN Position: Q2 2026 in Review

Avalon Trust held its Lennar Class A (LEN) position steady in Q2 2026 at 3,300 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #124.

Avalon Trust first reported a position in LEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Avalon Trust held 3,300 shares of Lennar Class A worth $299K as of Q2 2026.
Avalon Trust left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #124 holding.
Avalon Trust first reported a position in Lennar Class A in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Lennar Class A position peaked at $1.81M in Q1 2024.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.