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Fidelis Capital Partners’s Lennar Class A LEN Stock Holding History

Fidelis Capital 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 		$205K Sell
2,269
-209
-8% -$18.7K 0.01% 519
2026
Q1 		$215K Buy
2,478
+46
+2% +$4.97K 0.02% 473
2025
Q4 		$250K Sell
2,432
-60
-2% -$7.25K 0.02% 427
2025
Q3 		$314K Buy
2,492
+44
+2% +$5.46K 0.02% 382
2025
Q2 		$292K Sell
2,448
-224
-8% -$24.3K 0.03% 355
2025
Q1 		$288K Buy
2,672
+134
+5% +$16.7K 0.03% 325
2024
Q4 		$310K Buy
2,538
+186
+8% +$30.2K 0.03% 330
2024
Q3 		$393K Sell
2,352
-243
-9% -$40.7K 0.05% 273
2024
Q2 		$419K Buy
2,595
+404
+18% +$61.5K 0.06% 233
2024
Q1 		$365K Buy
2,191
+287
+15% +$43.1K 0.06% 256
2023
Q4 		$275K Buy
+1,904
New +$229K 0.06% 263
2023
Q3 		– Sell
-1,791
Closed -$217K – 283
2023
Q2 		$217K Buy
+1,791
New +$195K 0.08% 249

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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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's LEN Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Lennar Class A (LEN) stake by 8.4% in Q2 2026, selling an estimated $18.7K and leaving 2,269 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #519.

Fidelis Capital Partners first reported a position in LEN in Q2 2023 and has held it in 12 quarters since. The position peaked at $419K in Q2 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Fidelis Capital Partners held 2,269 shares of Lennar Class A worth $205K as of Q2 2026.
  • Fidelis Capital Partners sold 209 Lennar Class A shares in Q2 2026, an estimated $18.7K.
  • Lennar Class A made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #519 holding.
  • Fidelis Capital Partners first reported a position in Lennar Class A in Q2 2023 and has held it in 12 quarters since.
  • Fidelis Capital Partners's Lennar Class A position peaked at $419K in Q2 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.