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

Disciplina 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	$22K	Sell	243 -55	-18%	-$4.92K	﹤0.01%	58
2026 Q1	$25.9K	Buy	298 +1	+0.3%	+$108	﹤0.01%	61
2025 Q4	$30.5K	Buy	297 +1	+0.3%	+$121	﹤0.01%	61
2025 Q3	$37.3K	Buy	296 +2	+0.7%	+$248	﹤0.01%	54
2025 Q2	$32.6K	Sell	294 -39	-12%	-$4.23K	﹤0.01%	55
2025 Q1	$38.2K	Buy	333 +210	+171%	+$26.2K	0.01%	53
2024 Q4	$16.2K	Hold	123	–	–	﹤0.01%	57
2024 Q3	$22.3K	Buy	+123	New	+$20.6K	﹤0.01%	54

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

Disciplina Capital Management's LEN Position: Q2 2026 in Review

Disciplina Capital Management reduced its Lennar Class A (LEN) stake by 18% in Q2 2026, selling an estimated $4.92K and leaving 243 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #58.

Disciplina Capital Management first reported a position in LEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.2K in Q1 2025. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Disciplina Capital Management held 243 shares of Lennar Class A worth $22K as of Q2 2026.
Disciplina Capital Management sold 55 Lennar Class A shares in Q2 2026, an estimated $4.92K.
Lennar Class A made up ﹤0.01% of Disciplina Capital Management's portfolio in Q2 2026, its #58 holding.
Disciplina Capital Management first reported a position in Lennar Class A in Q3 2024 and has held it in 8 quarters since.
Disciplina Capital Management's Lennar Class A position peaked at $38.2K in Q1 2025.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Disciplina Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.