Blueshift Asset Management’s Lennar Class A LEN Stock Holding History

Blueshift 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	$1.99M	Buy	21,951 +16,672	+316%	+$1.49M	0.46%	21
2026 Q1	$458K	Buy	+5,279	New	+$571K	0.14%	227
2025 Q1	–	Sell	-3,357	Closed	-$443K	–	485
2024 Q4	$443K	Buy	+3,357	New	+$546K	0.16%	182
2024 Q3	–	Sell	-2,392	Closed	-$347K	–	426
2024 Q2	$347K	Buy	+2,392	New	+$364K	0.12%	222
2023 Q4	–	Sell	-3,422	Closed	-$372K	–	321
2023 Q3	$372K	Buy	+3,422	New	+$401K	0.22%	137
2022 Q3	–	Sell	-5,266	Closed	-$360K	–	747
2022 Q2	$360K	Buy	5,266 +573	+12%	+$42K	0.06%	398
2022 Q1	$369K	Buy	4,693 +2,332	+99%	+$210K	0.03%	544
2021 Q4	$266K	Buy	+2,361	New	+$241K	0.02%	667
2021 Q3	–	Sell	-91,849	Closed	-$8.83M	–	1158
2021 Q2	$8.83M	Buy	+91,849	New	+$8.87M	0.48%	50
2021 Q1	–	Sell	-3,528	Closed	-$260K	–	977
2020 Q4	$260K	Buy	+3,528	New	+$264K	0.03%	557
2019 Q3	–	Sell	-69,451	Closed	-$3.26M	–	853
2019 Q2	$3.26M	Buy	+69,451	New	+$3.46M	0.43%	31

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

Blueshift Asset Management's LEN Position: Q2 2026 in Review

Blueshift Asset Management increased its Lennar Class A (LEN) stake by 316% in Q2 2026, buying an estimated $1.49M and bringing the position to 21,951 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #21.

Blueshift Asset Management first reported a position in LEN in Q2 2019 and has held it in 11 quarters since. The position peaked at $8.83M in Q2 2021. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Blueshift Asset Management held 21,951 shares of Lennar Class A worth $1.99M as of Q2 2026.
Blueshift Asset Management bought 16,672 Lennar Class A shares in Q2 2026, an estimated $1.49M.
Lennar Class A made up 0.46% of Blueshift Asset Management's portfolio in Q2 2026, its #21 holding.
Blueshift Asset Management first reported a position in Lennar Class A in Q2 2019 and has held it in 11 quarters since.
Blueshift Asset Management's Lennar Class A position peaked at $8.83M in Q2 2021.
933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.