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 Q2	$967M	Sell	10,686,983 -193,472	-2%	-$17.3M	2.95%	16
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

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

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Eagle Capital Management (New York)'s LEN Position: Q2 2026 in Review

Eagle Capital Management (New York) reduced its Lennar Class A (LEN) stake by 1.8% in Q2 2026, selling an estimated $17.3M and leaving 10,686,983 shares worth $967M. The position accounts for 2.95% of the portfolio, ranked #16.

Eagle Capital Management (New York) first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19B in Q3 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Eagle Capital Management (New York) held 10,686,983 shares of Lennar Class A worth $967M as of Q2 2026.
Eagle Capital Management (New York) sold 193,472 Lennar Class A shares in Q2 2026, an estimated $17.3M.
Lennar Class A made up 2.95% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #16 holding.
Eagle Capital Management (New York) first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
Eagle Capital Management (New York)'s Lennar Class A position peaked at $1.19B in Q3 2025.
936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.