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

Element 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 Q1	–	Sell	-62,620	Closed	-$6.44M	–	71
2025 Q4	$6.44M	Buy	+62,620	New	+$7.56M	3.08%	11
2017 Q1	–	Sell	-1,133,429	Closed	-$46.3M	–	45
2016 Q4	$46.3M	Hold	1,133,429	–	–	4.75%	7
2016 Q3	$45.7M	Sell	1,133,429 -12,988	-1%	-$575K	7.69%	5
2016 Q2	$50.3M	Buy	1,146,417 +131	+0%	+$5.73K	7.6%	2
2016 Q1	$52.8M	Buy	1,146,286 +12,857	+1%	+$527K	7.83%	2
2015 Q4	$52.8M	Buy	1,133,429 +391,523	+53%	+$18.7M	10.27%	2
2015 Q3	$34M	Buy	741,906 +1,050	+0.1%	+$51.5K	12.3%	2
2015 Q2	$36M	Sell	740,856 -1,050	-0.1%	-$48.3K	12.8%	1
2015 Q1	$36.6M	Sell	741,906 -284,009	-28%	-$12.9M	16.55%	2
2014 Q4	$43.8M	Buy	+1,025,915	New	+$42.5M	8.72%	2

Other funds holding LEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Element Capital Management's LEN Position: Q1 2026 in Review

Element Capital Management sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 62,620 shares — an estimated $6.44M sold.

Element Capital Management first reported a position in LEN in Q4 2014 and held it in 10 quarters. The position peaked at $52.8M in Q4 2015. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Element Capital Management reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
Element Capital Management sold 62,620 Lennar Class A shares in Q1 2026, an estimated $6.44M.
Element Capital Management first reported a position in Lennar Class A in Q4 2014 and held it in 10 quarters.
Element Capital Management's Lennar Class A position peaked at $52.8M in Q4 2015.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Element Capital Management's 13F filing for Q1 2026, filed 12 May 2026.