Cidel Asset Management’s Lennar Class A LEN Stock Holding History

Cidel Asset 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	$441K	Buy	4,873 +657	+16%	+$58.7K	0.02%	287
2026 Q1	$366K	Buy	4,216 +858	+26%	+$92.7K	0.02%	289
2025 Q4	$345K	Buy	3,358 +344	+11%	+$41.5K	0.02%	254
2025 Q3	$380K	Buy	3,014 +307	+11%	+$38.1K	0.02%	237
2025 Q2	$299K	Buy	2,707 +372	+16%	+$40.3K	0.02%	265
2025 Q1	$268K	Buy	2,335 +195	+9%	+$24.4K	0.02%	271
2024 Q4	$283K	Hold	2,140	–	–	0.02%	269
2024 Q3	$388K	Sell	2,140 -156	-7%	-$26.1K	0.03%	225
2024 Q2	$333K	Hold	2,296	–	–	0.03%	233
2024 Q1	$382K	Sell	2,296 -191	-8%	-$28.7K	0.03%	217
2023 Q4	$359K	Buy	+2,487	New	+$300K	0.02%	228

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

Cidel Asset Management's LEN Position: Q2 2026 in Review

Cidel Asset Management increased its Lennar Class A (LEN) stake by 16% in Q2 2026, buying an estimated $58.7K and bringing the position to 4,873 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #287.

Cidel Asset Management first reported a position in LEN in Q4 2023 and has held it in 11 quarters since. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Cidel Asset Management held 4,873 shares of Lennar Class A worth $441K as of Q2 2026.
Cidel Asset Management bought 657 Lennar Class A shares in Q2 2026, an estimated $58.7K.
Lennar Class A made up 0.02% of Cidel Asset Management's portfolio in Q2 2026, its #287 holding.
Cidel Asset Management first reported a position in Lennar Class A in Q4 2023 and has held it in 11 quarters since.
935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.