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Ellsworth Advisors’s Lennar Class A LEN Stock Holding History

Ellsworth Advisors’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 		$1.91M Buy
22,382
+2,539
+13% +$227K 0.31% 80
2026
Q1 		$1.72M Buy
19,843
+1,378
+7% +$149K 0.32% 82
2025
Q4 		$2.26M Buy
18,465
+476
+3% +$57.5K 0.45% 75
2025
Q3 		$2.2M Buy
17,989
+454
+3% +$56.3K 0.47% 68
2025
Q2 		$1.94M Buy
17,535
+897
+5% +$97.2K 0.47% 67
2025
Q1 		$1.91M Sell
16,638
-364
-2% -$45.5K 0.5% 65
2024
Q4 		$2.24M Buy
17,002
+260
+2% +$42.3K 0.59% 55
2024
Q3 		$3.04M Buy
16,742
+85
+0.5% +$14.2K 0.79% 47
2024
Q2 		$2.42M Buy
16,657
+156
+0.9% +$23.7K 0.67% 52
2024
Q1 		$2.55M Sell
16,501
-249
-1% -$37.4K 0.73% 51
2023
Q4 		$2.42M Buy
16,750
+255
+2% +$30.7K 0.76% 47
2023
Q3 		$1.67M Sell
16,495
-292
-2% -$34.3K 0.59% 55
2023
Q2 		$2.04M Sell
16,787
-420
-2% -$45.8K 0.7% 54
2023
Q1 		$1.75M Sell
17,207
-169
-1% -$16.3K 0.62% 59
2022
Q4 		$1.64M Buy
17,376
+48
+0.3% +$3.89K 0.61% 61
2022
Q3 		$1.25M Sell
17,328
-108
-0.6% -$8.39K 0.54% 61
2022
Q2 		$1.19M Buy
17,436
+31
+0.2% +$2.27K 0.48% 62
2022
Q1 		$1.34M Buy
17,405
+485
+3% +$43.7K 0.47% 62
2021
Q4 		$1.9M Buy
16,920
+340
+2% +$34.8K 0.7% 54
2021
Q3 		$1.5M Buy
16,580
+234
+1% +$23.2K 0.68% 57
2021
Q2 		$1.57M Buy
16,346
+657
+4% +$63.5K 0.77% 54
2021
Q1 		$1.54M Buy
15,689
+954
+6% +$80.2K 0.92% 44
2020
Q4 		$1.09M Buy
14,735
+2,123
+17% +$159K 0.79% 49
2020
Q3 		$997K Buy
+12,612
New +$896K 1% 45

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ellsworth Advisors's LEN Position: Q2 2026 in Review

Ellsworth Advisors increased its Lennar Class A (LEN) stake by 13% in Q2 2026, buying an estimated $227K and bringing the position to 22,382 shares worth $1.91M. The position accounts for 0.31% of the portfolio, ranked #80.

Ellsworth Advisors first reported a position in LEN in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.04M in Q3 2024. 141 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Ellsworth Advisors held 22,382 shares of Lennar Class A worth $1.91M as of Q2 2026.
  • Ellsworth Advisors bought 2,539 Lennar Class A shares in Q2 2026, an estimated $227K.
  • Lennar Class A made up 0.31% of Ellsworth Advisors's portfolio in Q2 2026, its #80 holding.
  • Ellsworth Advisors first reported a position in Lennar Class A in Q3 2020 and has held it in 24 quarters since.
  • Ellsworth Advisors's Lennar Class A position peaked at $3.04M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.