Baker Avenue Asset Management’s Lennar Class A LEN Stock Holding History

Baker Avenue 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
2026 Q2	$512K	Buy	5,659 +1,653	+41%	+$148K	0.01%	485
2026 Q1	$348K	Buy	4,006 +50	+1%	+$5.4K	0.01%	555
2025 Q4	$407K	Sell	3,956 -679	-15%	-$82K	0.01%	422
2025 Q3	$584K	Sell	4,635 -43	-0.9%	-$5.34K	0.01%	324
2025 Q2	$517K	Sell	4,678 -384	-8%	-$41.6K	0.01%	301
2025 Q1	$581K	Buy	5,062 +1,764	+53%	+$220K	0.02%	283
2024 Q4	$435K	Sell	3,298 -51	-2%	-$8.29K	0.01%	313
2024 Q3	$608K	Buy	+3,349	New	+$561K	0.02%	275
2023 Q4	–	Sell	-170	Closed	-$18.5K	–	994
2023 Q3	$18.5K	Buy	170 +6	+4%	+$704	﹤0.01%	664
2023 Q2	$19.9K	Hold	164	–	–	﹤0.01%	653
2023 Q1	$16.7K	Hold	164	–	–	﹤0.01%	693
2022 Q4	$14.4K	Buy	+164	New	+$13.3K	﹤0.01%	666

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

Baker Avenue Asset Management's LEN Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Lennar Class A (LEN) stake by 41% in Q2 2026, buying an estimated $148K and bringing the position to 5,659 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #485.

Baker Avenue Asset Management first reported a position in LEN in Q4 2022 and has held it in 12 quarters since. The position peaked at $608K in Q3 2024. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Baker Avenue Asset Management held 5,659 shares of Lennar Class A worth $512K as of Q2 2026.
Baker Avenue Asset Management bought 1,653 Lennar Class A shares in Q2 2026, an estimated $148K.
Lennar Class A made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #485 holding.
Baker Avenue Asset Management first reported a position in Lennar Class A in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Lennar Class A position peaked at $608K in Q3 2024.
935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.