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 Q2	$1K	Hold	9	–	–	﹤0.01%	1258
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 $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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's LEN Position: Q2 2026 in Review

Capital Advisors Ltd held its Lennar Class A (LEN) position steady in Q2 2026 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Capital Advisors Ltd first reported a position in LEN in Q4 2021 and has held it in 17 quarters since. The position peaked at $36K in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Capital Advisors Ltd held 9 shares of Lennar Class A worth $1K as of Q2 2026.
Capital Advisors Ltd left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1258 holding.
Capital Advisors Ltd first reported a position in Lennar Class A in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Lennar Class A position peaked at $36K in Q3 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.