Dark Forest Capital Management’s Lennar Class A LEN Stock Holding History

Dark Forest 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	–	Sell	-2,847	Closed	-$247K	–	922
2026 Q1	$247K	Sell	2,847 -19,228	-87%	-$2.08M	0.02%	710
2025 Q4	$2.27M	Buy	22,075 +5,003	+29%	+$604K	0.1%	341
2025 Q3	$2.15M	Buy	17,072 +6,594	+63%	+$818K	0.08%	440
2025 Q2	$1.16M	Buy	+10,478	New	+$1.14M	0.05%	690
2025 Q1	–	Sell	-3,016	Closed	-$398K	–	1343
2024 Q4	$398K	Buy	3,016 +307	+11%	+$49.9K	0.06%	543
2024 Q3	$492K	Sell	2,709 -1,935	-42%	-$324K	0.06%	391
2024 Q2	$674K	Buy	4,644 +3,347	+258%	+$509K	0.12%	181
2024 Q1	$216K	Buy	+1,297	New	+$195K	0.04%	595
2023 Q4	–	Sell	-14,204	Closed	-$1.54M	–	817
2023 Q3	$1.54M	Sell	14,204 -137	-1%	-$16.1K	0.12%	236
2023 Q2	$1.74M	Buy	+14,341	New	+$1.57M	0.16%	102
2022 Q1	–	Sell	-188	Closed	-$21K	–	1551
2021 Q4	$21K	Buy	+188	New	+$19.2K	0.01%	670

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 $3.38T AUM 44.17% 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

Dark Forest Capital Management's LEN Position: Q2 2026 in Review

Dark Forest Capital Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 2,847 shares — an estimated $247K sold.

Dark Forest Capital Management first reported a position in LEN in Q4 2021 and held it in 11 quarters. The position peaked at $2.27M in Q4 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Dark Forest Capital Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Dark Forest Capital Management sold 2,847 Lennar Class A shares in Q2 2026, an estimated $247K.
Dark Forest Capital Management first reported a position in Lennar Class A in Q4 2021 and held it in 11 quarters.
Dark Forest Capital Management's Lennar Class A position peaked at $2.27M in Q4 2025.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.