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Breakwater Investment Management’s Lennar Class A LEN Stock Holding History

Breakwater Investment 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 		$543 Buy
6
+2
+50% +$179 ﹤0.01% 531
2026
Q1 		$348 Hold
4
– – ﹤0.01% 498
2025
Q4 		$412 Hold
4
– – ﹤0.01% 489
2025
Q3 		$505 Buy
+4
New +$496 ﹤0.01% 432

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 $3.38T AUM 44.17% 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

Breakwater Investment Management's LEN Position: Q2 2026 in Review

Breakwater Investment Management increased its Lennar Class A (LEN) stake by 50% in Q2 2026, buying an estimated $179 and bringing the position to 6 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Breakwater Investment Management first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Breakwater Investment Management held 6 shares of Lennar Class A worth $543 as of Q2 2026.
  • Breakwater Investment Management bought 2 Lennar Class A shares in Q2 2026, an estimated $179.
  • Lennar Class A made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #531 holding.
  • Breakwater Investment Management first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.