Chiron Capital Management’s Lennar Class A LEN Stock Holding History

Chiron Capital Management’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	$1.61M	Buy	17,811 +9,900	+125%	+$885K	1.45%	16
2026 Q1	$687K	Buy	+7,911	New	+$855K	0.7%	42
2022 Q3	–	Sell	-7,024	Closed	-$480K	–	126
2022 Q2	$480K	Buy	+7,024	New	+$515K	0.3%	66

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Chiron Capital Management's LEN Position: Q2 2026 in Review

Chiron Capital Management increased its Lennar Class A (LEN) stake by 125% in Q2 2026, buying an estimated $885K and bringing the position to 17,811 shares worth $1.61M. The position accounts for 1.45% of the portfolio, ranked #16.

Chiron Capital Management first reported a position in LEN in Q2 2022 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Chiron Capital Management held 17,811 shares of Lennar Class A worth $1.61M as of Q2 2026.
Chiron Capital Management bought 9,900 Lennar Class A shares in Q2 2026, an estimated $885K.
Lennar Class A made up 1.45% of Chiron Capital Management's portfolio in Q2 2026, its #16 holding.
Chiron Capital Management first reported a position in Lennar Class A in Q2 2022 and has held it in 3 quarters since.
160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Chiron Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.