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Essential Partners’s Lennar Class A LEN Stock Holding History

Essential Partners’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 		$108K Sell
1,196
-901
-43% -$80.6K 0.05% 394
2026
Q1 		$182K Buy
2,097
+2,070
+7,667% +$224K 0.06% 306
2025
Q4 		$2.78K Hold
27
– – ﹤0.01% 1685
2025
Q3 		$3.4K Sell
27
-2
-7% -$248 ﹤0.01% 1581
2025
Q2 		$3.21K Buy
+29
New +$3.14K ﹤0.01% 1177

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's LEN Position: Q2 2026 in Review

Essential Partners reduced its Lennar Class A (LEN) stake by 43% in Q2 2026, selling an estimated $80.6K and leaving 1,196 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #394.

Essential Partners first reported a position in LEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $182K in Q1 2026. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Essential Partners held 1,196 shares of Lennar Class A worth $108K as of Q2 2026.
  • Essential Partners sold 901 Lennar Class A shares in Q2 2026, an estimated $80.6K.
  • Lennar Class A made up 0.05% of Essential Partners's portfolio in Q2 2026, its #394 holding.
  • Essential Partners first reported a position in Lennar Class A in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Lennar Class A position peaked at $182K in Q1 2026.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.