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

Davis 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
Q3 		$653 Buy
+8
New +$672 ﹤0.01% 577
2025
Q4 		– Sell
-2
Closed -$252 – 626
2025
Q3 		$252 Buy
+2
New +$248 ﹤0.01% 538
2020
Q2 		$29K Hold
491
– – 0.05% 143
2020
Q1 		$18K Buy
+491
New +$27.8K 0.04% 164

Other funds holding LEN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davis Capital Management's LEN Position: Q3 2026 in Review

Davis Capital Management opened a new position in Lennar Class A (LEN) in Q3 2026: 8 shares worth $653. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in LEN as recently as Q3 2025.

Davis Capital Management first reported a position in LEN in Q1 2020 and has held it in 4 quarters since. The position peaked at $29K in Q2 2020. 35 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Davis Capital Management held 8 shares of Lennar Class A worth $653 as of Q3 2026.
  • Lennar Class A was a new Davis Capital Management position in Q3 2026.
  • Lennar Class A made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #577 holding.
  • Davis Capital Management first reported a position in Lennar Class A in Q1 2020 and has held it in 4 quarters since.
  • Davis Capital Management's Lennar Class A position peaked at $29K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.