Basswood Capital Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.47M | Sell |
86,001
-2,266
| -3% | -$245K | 0.35% | 72 |
|
|
2025
Q4 | $9.07M | Sell |
88,267
-17,784
| -17% | -$2.15M | 0.37% | 70 |
|
|
2025
Q3 | $13.4M | Sell |
106,051
-342,933
| -76% | -$42.6M | 0.55% | 58 |
|
|
2025
Q2 | $49.7M | Buy |
448,984
+43,051
| +11% | +$4.66M | 2.28% | 11 |
|
|
2025
Q1 | $46.6M | Sell |
405,933
-13,396
| -3% | -$1.67M | 2.61% | 8 |
|
|
2024
Q4 | $55.4M | Hold |
419,329
| – | – | 3.23% | 5 |
|
|
2024
Q3 | $76.1M | Hold |
419,329
| – | – | 3.92% | 3 |
|
|
2024
Q2 | $60.8M | Hold |
419,329
| – | – | 3.95% | 3 |
|
|
2024
Q1 | $69.8M | Hold |
419,329
| – | – | 4.07% | 3 |
|
|
2023
Q4 | $60.5M | Hold |
419,329
| – | – | 3.91% | 3 |
|
|
2023
Q3 | $45.6M | Hold |
419,329
| – | – | 3.46% | 3 |
|
|
2023
Q2 | $50.9M | Sell |
419,329
-19,519
| -4% | -$2.13M | 3.75% | 3 |
|
|
2023
Q1 | $44.7M | Sell |
438,848
-11,611
| -3% | -$1.12M | 3.11% | 8 |
|
|
2022
Q4 | $39.5M | Buy |
450,459
+46,009
| +11% | +$3.73M | 2.92% | 7 |
|
|
2022
Q3 | $29.2M | Sell |
404,450
-6,388
| -2% | -$496K | 2.14% | 11 |
|
|
2022
Q2 | $28.1M | Sell |
410,838
-53,855
| -12% | -$3.95M | 1.77% | 19 |
|
|
2022
Q1 | $36.5M | Buy |
464,693
+54,601
| +13% | +$4.92M | 1.75% | 22 |
|
|
2021
Q4 | $46.1M | Sell |
410,092
-27,222
| -6% | -$2.78M | 2.12% | 15 |
|
|
2021
Q3 | $39.7M | Sell |
437,314
-244,658
| -36% | -$24.2M | 1.61% | 16 |
|
|
2021
Q2 | $65.6M | Buy |
681,972
+266,712
| +64% | +$25.8M | 2.74% | 7 |
|
|
2021
Q1 | $40.7M | Sell |
415,260
-101,277
| -20% | -$8.52M | 1.84% | 16 |
|
|
2020
Q4 | $38.1M | Buy |
516,537
+201,043
| +64% | +$15.1M | 2.36% | 17 |
|
|
2020
Q3 | $24.9M | Sell |
315,494
-102,624
| -25% | -$7.29M | 2.07% | 19 |
|
|
2020
Q2 | $24.9M | Sell |
418,118
-388,563
| -48% | -$19.9M | 2.39% | 13 |
|
|
2020
Q1 | $29.8M | Buy |
806,681
+267,517
| +50% | +$15.1M | 3.48% | 6 |
|
|
2019
Q4 | $29.1M | Sell |
539,164
-20,445
| -4% | -$1.17M | 2.03% | 14 |
|
|
2019
Q3 | $30.3M | Sell |
559,609
-44,037
| -7% | -$2.15M | 2.21% | 13 |
|
|
2019
Q2 | $28.3M | Buy |
603,646
+70,409
| +13% | +$3.51M | 1.76% | 18 |
|
|
2019
Q1 | $25.3M | Buy |
533,237
+243,685
| +84% | +$11M | 1.64% | 16 |
|
|
2018
Q4 | $11M | Sell |
289,552
-94,684
| -25% | -$3.86M | 0.64% | 49 |
|
|
2018
Q3 | $17.4M | Sell |
384,236
-18,661
| -5% | -$940K | 0.79% | 37 |
|
|
2018
Q2 | $20.5M | Sell |
402,897
-209,928
| -34% | -$11M | 0.96% | 28 |
|
|
2018
Q1 | $35M | Buy |
612,825
+506,524
| +476% | +$30.5M | 1.51% | 17 |
|
|
2017
Q4 | $6.51M | Sell |
106,301
-51,239
| -33% | -$2.91M | 0.3% | 79 |
|
|
2017
Q3 | $7.92M | Buy |
157,540
+804
| +0.5% | +$40.1K | 0.36% | 67 |
|
|
2017
Q2 | $7.96M | Buy |
156,736
+23,572
| +18% | +$1.16M | 0.39% | 63 |
|
|
2017
Q1 | $6.49M | Buy |
133,164
+22,563
| +20% | +$1.02M | 0.33% | 78 |
|
|
2016
Q4 | $4.52M | Buy |
110,601
+60,828
| +122% | +$2.46M | 0.2% | 94 |
|
|
2016
Q3 | $2.01M | Buy |
+49,773
| New | +$2.2M | 0.1% | 134 |
|
|
2014
Q3 | – | Sell |
-68,670
| Closed | -$2.74M | – | 174 |
|
|
2014
Q2 | $2.74M | Sell |
68,670
-17,716
| -21% | -$672K | 0.14% | 128 |
|
|
2014
Q1 | $3.26M | Buy |
86,386
+18,486
| +27% | +$707K | 0.17% | 115 |
|
|
2013
Q4 | $2.56M | Buy |
+67,900
| New | +$2.29M | 0.14% | 120 |
|
Other funds holding LEN
VCM
GA
VPM
Basswood Capital Management's LEN Position: Q1 2026 in Review
Basswood Capital Management reduced its Lennar Class A (LEN) stake by 2.6% in Q1 2026, selling an estimated $245K and leaving 86,001 shares worth $7.47M. The position accounts for 0.35% of the portfolio, ranked #72.
Basswood Capital Management first reported a position in LEN in Q4 2013 and has held it in 42 quarters since. The position peaked at $76.1M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Basswood Capital Management held 86,001 shares of Lennar Class A worth $7.47M as of Q1 2026.
- Basswood Capital Management sold 2,266 Lennar Class A shares in Q1 2026, an estimated $245K.
- Lennar Class A made up 0.35% of Basswood Capital Management's portfolio in Q1 2026, its #72 holding.
- Basswood Capital Management first reported a position in Lennar Class A in Q4 2013 and has held it in 42 quarters since.
- Basswood Capital Management's Lennar Class A position peaked at $76.1M in Q3 2024.
- 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.