Capital Advisors Ltd’s Lennar Class A LEN Stock Holding History

Capital Advisors Ltd’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 Q1	$1K	Hold	9	–	–	﹤0.01%	1249
2025 Q4	$1K	Sell	9 -280	-97%	-$33.8K	﹤0.01%	1226
2025 Q3	$36K	Buy	289 +73	+34%	+$9.06K	﹤0.01%	540
2025 Q2	$24K	Buy	216 +196	+980%	+$21.2K	﹤0.01%	596
2025 Q1	$2K	Buy	20 +11	+122%	+$1.37K	﹤0.01%	1068
2024 Q4	$1K	Sell	9 -2	-18%	-$325	﹤0.01%	1239
2024 Q3	$2K	Hold	11	–	–	﹤0.01%	1077
2024 Q2	$2K	Sell	11 -1	-8%	-$152	﹤0.01%	1064
2024 Q1	$2K	Buy	12 +3	+33%	+$451	﹤0.01%	1050
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	1163
2023 Q3	$1K	Hold	9	–	–	﹤0.01%	1160
2023 Q2	$1K	Hold	9	–	–	﹤0.01%	1171
2023 Q1	$1K	Hold	9	–	–	﹤0.01%	1057
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	1027
2022 Q3	$1K	Buy	+9	New	+$699	﹤0.01%	1054
2022 Q1	–	Sell	-5	Closed	-$1K	–	1078
2021 Q4	$1K	Buy	+5	New	+$511	﹤0.01%	700

Other funds holding LEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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