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Cannell & Spears’s Lennar Class A LEN Stock Holding History

Cannell & Spears’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 		$19M Buy
209,701
+24,755
+13% +$2.21M 0.34% 76
2026
Q1 		$16.1M Sell
184,946
-37,286
-17% -$4.03M 0.31% 79
2025
Q4 		$22.8M Sell
222,232
-2,952
-1% -$356K 0.43% 60
2025
Q3 		$28.4M Buy
225,184
+33,433
+17% +$4.15M 0.54% 54
2025
Q2 		$21.2M Buy
191,751
+1,149
+0.6% +$124K 0.43% 69
2025
Q1 		$21.9M Sell
190,602
-341,362
-64% -$42.6M 0.47% 68
2024
Q4 		$70.2M Buy
531,964
+5,486
+1% +$891K 1.44% 15
2024
Q3 		$95.6M Buy
526,478
+329,528
+167% +$55.2M 1.88% 8
2024
Q2 		$28.6M Sell
196,950
-5,854
-3% -$891K 0.59% 57
2024
Q1 		$33.8M Buy
+202,804
New +$30.5M 0.7% 47
2023
Q1 		– Sell
-2,841
Closed -$249K – 222
2022
Q4 		$249K Hold
2,841
– – 0.02% 194
2022
Q3 		$205K Buy
+2,841
New +$221K 0.02% 181
2022
Q2 		– Sell
-2,841
Closed -$223K – 216
2022
Q1 		$223K Hold
2,841
– – 0.02% 208
2021
Q4 		$319K Hold
2,841
– – 0.02% 179
2021
Q3 		$258K Hold
2,841
– – 0.02% 206
2021
Q2 		$273K Hold
2,841
– – 0.02% 203
2021
Q1 		$278K Hold
2,841
– – 0.02% 189
2020
Q4 		$210K Hold
2,841
– – 0.02% 218
2020
Q3 		$225K Sell
2,841
-516
-15% -$36.6K 0.02% 206
2020
Q2 		$200K Buy
+3,357
New +$172K 0.02% 210
2020
Q1 		– Sell
-4,658
Closed -$252K – 237
2019
Q4 		$252K Buy
4,658
+164
+4% +$9.36K 0.03% 164
2019
Q3 		$243K Sell
4,494
-2,066
-31% -$101K 0.03% 156
2019
Q2 		$308K Buy
+6,560
New +$327K 0.04% 136

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

Cannell & Spears's LEN Position: Q2 2026 in Review

Cannell & Spears increased its Lennar Class A (LEN) stake by 13% in Q2 2026, buying an estimated $2.21M and bringing the position to 209,701 shares worth $19M. The position accounts for 0.34% of the portfolio, ranked #76.

Cannell & Spears first reported a position in LEN in Q2 2019 and has held it in 23 quarters since. The position peaked at $95.6M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Cannell & Spears held 209,701 shares of Lennar Class A worth $19M as of Q2 2026.
  • Cannell & Spears bought 24,755 Lennar Class A shares in Q2 2026, an estimated $2.21M.
  • Lennar Class A made up 0.34% of Cannell & Spears's portfolio in Q2 2026, its #76 holding.
  • Cannell & Spears first reported a position in Lennar Class A in Q2 2019 and has held it in 23 quarters since.
  • Cannell & Spears's Lennar Class A position peaked at $95.6M in Q3 2024.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.