Cape Investment Advisory’s Lennar Class A LEN Stock Holding History

Cape Investment Advisory’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	$5.16K	Buy	+57	New	+$5.1K	﹤0.01%	1023
2026 Q1	–	Sell	-57	Closed	-$5.86K	–	755
2025 Q4	$5.86K	Buy	+57	New	+$6.88K	﹤0.01%	871
2025 Q3	–	Sell	-2	Closed	-$221	–	1028
2025 Q2	$221	Sell	2 -6	-75%	-$650	﹤0.01%	1113
2025 Q1	$918	Buy	+8	New	+$999	﹤0.01%	983

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's LEN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lennar Class A (LEN) in Q2 2026: 57 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LEN as recently as Q4 2025.

Cape Investment Advisory first reported a position in LEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.86K in Q4 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Cape Investment Advisory held 57 shares of Lennar Class A worth $5.16K as of Q2 2026.
Lennar Class A was a new Cape Investment Advisory position in Q2 2026.
Lennar Class A made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1023 holding.
Cape Investment Advisory first reported a position in Lennar Class A in Q1 2025 and has held it in 4 quarters since.
Cape Investment Advisory's Lennar Class A position peaked at $5.86K in Q4 2025.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.