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Davenport & Co’s Lennar Class A LEN Stock Holding History

Davenport & Co’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 		$3.29M Sell
36,334
-8,750
-19% -$782K 0.02% 461
2026
Q1 		$3.92M Buy
45,084
+4,778
+12% +$516K 0.02% 387
2025
Q4 		$4.14M Sell
40,306
-1,665
-4% -$201K 0.02% 380
2025
Q3 		$5.29M Buy
41,971
+18,005
+75% +$2.23M 0.03% 332
2025
Q2 		$2.65M Buy
23,966
+21,475
+862% +$2.33M 0.01% 456
2025
Q1 		$286K Sell
2,491
-907
-27% -$113K ﹤0.01% 1017
2024
Q4 		$449K Buy
3,398
+95
+3% +$15.4K ﹤0.01% 876
2024
Q3 		$599K Buy
3,303
+203
+7% +$34K ﹤0.01% 766
2024
Q2 		$450K Buy
3,100
+31
+1% +$4.72K ﹤0.01% 834
2024
Q1 		$511K Sell
3,069
-76
-2% -$11.4K ﹤0.01% 803
2023
Q4 		$454K Sell
3,145
-73
-2% -$8.79K ﹤0.01% 796
2023
Q3 		$350K Buy
3,218
+18
+0.6% +$2.11K ﹤0.01% 830
2023
Q2 		$388K Sell
3,200
-16,956
-84% -$1.85M ﹤0.01% 811
2023
Q1 		$2.05M Sell
20,156
-4,725
-19% -$456K 0.02% 373
2022
Q4 		$2.18M Sell
24,881
-2,203
-8% -$178K 0.02% 357
2022
Q3 		$1.96M Sell
27,084
-215
-0.8% -$16.7K 0.02% 357
2022
Q2 		$1.86M Sell
27,299
-416
-2% -$30.5K 0.02% 374
2022
Q1 		$2.18M Buy
27,715
+588
+2% +$53K 0.01% 384
2021
Q4 		$3.05M Buy
27,127
+10,679
+65% +$1.09M 0.02% 335
2021
Q3 		$1.49M Buy
16,448
+11,601
+239% +$1.15M 0.01% 453
2021
Q2 		$466K Buy
+4,847
New +$468K ﹤0.01% 670
2018
Q4 		– Sell
-8,848
Closed -$400K – 659
2018
Q3 		$400K Buy
+8,848
New +$446K ﹤0.01% 493
2016
Q3 		– Sell
-4,638
Closed -$204K – 630
2016
Q2 		$204K Hold
4,638
– – ﹤0.01% 547
2016
Q1 		$214K Buy
4,638
+184
+4% +$7.55K ﹤0.01% 521
2015
Q4 		$207K Hold
4,454
– – ﹤0.01% 533
2015
Q3 		$204K Buy
+4,454
New +$219K ﹤0.01% 521
2015
Q2 		– Sell
-4,108
Closed -$203K – 617
2015
Q1 		$203K Buy
+4,108
New +$187K ﹤0.01% 566

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
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
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
AA
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

Davenport & Co's LEN Position: Q2 2026 in Review

Davenport & Co reduced its Lennar Class A (LEN) stake by 19% in Q2 2026, selling an estimated $782K and leaving 36,334 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #461.

Davenport & Co first reported a position in LEN in Q1 2015 and has held it in 27 quarters since. The position peaked at $5.29M in Q3 2025. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Davenport & Co held 36,334 shares of Lennar Class A worth $3.29M as of Q2 2026.
  • Davenport & Co sold 8,750 Lennar Class A shares in Q2 2026, an estimated $782K.
  • Lennar Class A made up 0.02% of Davenport & Co's portfolio in Q2 2026, its #461 holding.
  • Davenport & Co first reported a position in Lennar Class A in Q1 2015 and has held it in 27 quarters since.
  • Davenport & Co's Lennar Class A position peaked at $5.29M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.