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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayforest Capital's LEN Position: Q1 2026 in Review

Bayforest Capital reduced its Lennar Class A (LEN) stake by 54% in Q1 2026, selling an estimated $219K and leaving 1,699 shares worth $148K. The position accounts for 0.17% of the portfolio, ranked #220.

Bayforest Capital first reported a position in LEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $383K in Q4 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Bayforest Capital held 1,699 shares of Lennar Class A worth $148K as of Q1 2026.
  • Bayforest Capital sold 2,029 Lennar Class A shares in Q1 2026, an estimated $219K.
  • Lennar Class A made up 0.17% of Bayforest Capital's portfolio in Q1 2026, its #220 holding.
  • Bayforest Capital first reported a position in Lennar Class A in Q4 2025 and has held it in 2 quarters since.
  • Bayforest Capital's Lennar Class A position peaked at $383K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.