Carmel Capital Partners’s Lennar Class A LEN Stock Holding History

Carmel Capital Partners’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	$6.33M	Sell	69,945 -28,390	-29%	-$2.54M	2.09%	13
2026 Q1	$8.54M	Sell	98,335 -1,609	-2%	-$174K	3.08%	5
2025 Q4	$10.3M	Sell	99,944 -2	-0%	-$242	3.61%	3
2025 Q3	$12.6M	Sell	99,946 -64	-0.1%	-$7.94K	5.31%	4
2025 Q2	$11.1M	Sell	100,010 -6,383	-6%	-$692K	3.88%	4
2025 Q1	$12.2M	Buy	106,393 +13,148	+14%	+$1.64M	4.8%	3
2024 Q4	$12.3M	Hold	93,245	–	–	4.96%	5
2024 Q3	$16.9M	Sell	93,245 -6,516	-7%	-$1.09M	6.53%	3
2024 Q2	$14.5M	Hold	99,761	–	–	6.1%	3
2024 Q1	$16.6M	Buy	99,761 +21,257	+27%	+$3.19M	6.87%	3
2023 Q4	$11.3M	Sell	78,504 -6,714	-8%	-$809K	5.78%	3
2023 Q3	$9.26M	Hold	85,218	–	–	4.16%	3
2023 Q2	$10.3M	Hold	85,218	–	–	5.33%	3
2023 Q1	$8.67M	Buy	85,218 +8,258	+11%	+$797K	5.13%	3
2022 Q4	$6.74M	Hold	76,960	–	–	4.66%	3
2022 Q3	$5.55M	Hold	76,960	–	–	5.36%	2
2022 Q2	$5.26M	Sell	76,960 -86,880	-53%	-$6.37M	4.91%	3
2022 Q1	$12.9M	Buy	163,840 +38,837	+31%	+$3.5M	10.76%	2
2021 Q4	$14.1M	Buy	+125,003	New	+$12.8M	10.49%	2

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

Carmel Capital Partners's LEN Position: Q2 2026 in Review

Carmel Capital Partners reduced its Lennar Class A (LEN) stake by 29% in Q2 2026, selling an estimated $2.54M and leaving 69,945 shares worth $6.33M. The position accounts for 2.09% of the portfolio, ranked #13.

Carmel Capital Partners first reported a position in LEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.9M in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Carmel Capital Partners held 69,945 shares of Lennar Class A worth $6.33M as of Q2 2026.
Carmel Capital Partners sold 28,390 Lennar Class A shares in Q2 2026, an estimated $2.54M.
Lennar Class A made up 2.09% of Carmel Capital Partners's portfolio in Q2 2026, its #13 holding.
Carmel Capital Partners first reported a position in Lennar Class A in Q4 2021 and has held it in 19 quarters since.
Carmel Capital Partners's Lennar Class A position peaked at $16.9M in Q3 2024.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.