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

Cloud 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
2025
Q4 		– Sell
-31
Closed -$3K – 877
2025
Q3 		$3K Buy
+31
New +$3.85K ﹤0.01% 577
2025
Q2 		– Sell
-120
Closed -$13K – 178
2025
Q1 		$13K Buy
+120
New +$15K 0.01% 257

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cloud Capital Management's LEN Position: Q4 2025 in Review

Cloud Capital Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 31 shares — an estimated $3K sold.

Cloud Capital Management first reported a position in LEN in Q1 2025 and held it in 2 quarters. The position peaked at $13K in Q1 2025. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Cloud Capital Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 31 Lennar Class A shares in Q4 2025, an estimated $3K.
  • Cloud Capital Management first reported a position in Lennar Class A in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's Lennar Class A position peaked at $13K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.