Ellsworth Advisors
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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
Q3 		$1.94M Buy
23,732
+1,350
+6% +$113K 0.31% 82
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% +$42.2K 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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ellsworth Advisors's LEN Position: Q3 2026 in Review

Ellsworth Advisors increased its Lennar Class A (LEN) stake by 6% in Q3 2026, buying an estimated $113K and bringing the position to 23,732 shares worth $1.94M. The position accounts for 0.31% of the portfolio, ranked #82.

Ellsworth Advisors first reported a position in LEN in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.04M in Q3 2024. 285 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Ellsworth Advisors held 23,732 shares of Lennar Class A worth $1.94M as of Q3 2026.
  • Ellsworth Advisors bought 1,350 Lennar Class A shares in Q3 2026, an estimated $113K.
  • Lennar Class A made up 0.31% of Ellsworth Advisors's portfolio in Q3 2026, its #82 holding.
  • Ellsworth Advisors first reported a position in Lennar Class A in Q3 2020 and has held it in 25 quarters since.
  • Ellsworth Advisors's Lennar Class A position peaked at $3.04M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.