AXQ Capital’s Lennar Class A LEN Stock Holding History

AXQ Capital’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	–	Sell	-23,213	Closed	-$2.39M	–	1141
2025 Q4	$2.39M	Buy	23,213 +19,455	+518%	+$2.35M	0.54%	15
2025 Q3	$474K	Buy	+3,758	New	+$466K	0.18%	199
2024 Q2	–	Sell	-6,818	Closed	-$1.14M	–	600
2024 Q1	$1.14M	Buy	+6,818	New	+$1.02M	0.27%	119
2023 Q1	–	Sell	-4,979	Closed	-$436K	–	561
2022 Q4	$436K	Buy	+4,979	New	+$403K	0.3%	120

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

AXQ Capital's LEN Position: Q1 2026 in Review

AXQ Capital sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 23,213 shares — an estimated $2.39M sold.

AXQ Capital first reported a position in LEN in Q4 2022 and held it in 4 quarters. The position peaked at $2.39M in Q4 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

AXQ Capital reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
AXQ Capital sold 23,213 Lennar Class A shares in Q1 2026, an estimated $2.39M.
AXQ Capital first reported a position in Lennar Class A in Q4 2022 and held it in 4 quarters.
AXQ Capital's Lennar Class A position peaked at $2.39M in Q4 2025.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.