Eagle Capital Management (New York)
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Eagle Capital Management (New York)’s Lennar Class A LEN Stock Holding History

Eagle Capital Management (New York)’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
Q1 		$945M Sell
10,880,455
-105,757
-1% -$11.4M 3.17% 15
2025
Q4 		$1.13B Buy
10,986,212
+1,531,169
+16% +$185M 3.52% 13
2025
Q3 		$1.19B Buy
9,455,043
+418,386
+5% +$51.9M 3.79% 13
2025
Q2 		$1,000M Buy
9,036,657
+1,738,667
+24% +$188M 3.29% 13
2025
Q1 		$838M Buy
+7,297,990
New +$911M 3.06% 16

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