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Brasada Capital Management’s Lennar Class A LEN Stock Holding History

Brasada Capital 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
2025
Q4 		– Sell
-10,000
Closed -$1.26M – 151
2025
Q3 		$1.26M Buy
+10,000
New +$1.24M 0.21% 80

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BlackRock
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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brasada Capital Management's LEN Position: Q4 2025 in Review

Brasada Capital Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 5,000 shares — an estimated $630K sold.

Brasada Capital Management first reported a position in LEN in Q1 2019 and held it in 2 quarters. The position peaked at $630K in Q3 2025. 964 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Brasada Capital Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Brasada Capital Management sold 5,000 Lennar Class A shares in Q4 2025, an estimated $630K.
  • Brasada Capital Management first reported a position in Lennar Class A in Q1 2019 and held it in 2 quarters.
  • Brasada Capital Management's Lennar Class A position peaked at $630K in Q3 2025.
  • 964 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Brasada Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.