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Bayforest Capital’s Lennar Class A LEN Stock Holding History

Bayforest 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
Q2 		– Sell
-1,699
Closed -$148K – 1093
2026
Q1 		$148K Sell
1,699
-2,029
-54% -$219K 0.17% 220
2025
Q4 		$383K Buy
+3,728
New +$450K 0.29% 74

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayforest Capital's LEN Position: Q2 2026 in Review

Bayforest Capital sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 1,699 shares — an estimated $148K sold.

Bayforest Capital first reported a position in LEN in Q4 2025 and held it in 2 quarters. The position peaked at $383K in Q4 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Bayforest Capital reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 1,699 Lennar Class A shares in Q2 2026, an estimated $148K.
  • Bayforest Capital first reported a position in Lennar Class A in Q4 2025 and held it in 2 quarters.
  • Bayforest Capital's Lennar Class A position peaked at $383K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.