Fulcrum Asset Management’s Lennar Class A LEN Stock Holding History

Fulcrum Asset 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 Q2	$880K	Sell	9,688 -8,321	-46%	-$744K	0.09%	234
2026 Q1	$1.53M	Buy	18,009 +6,219	+53%	+$672K	0.23%	87
2025 Q4	$1.22M	Sell	11,790 -342	-3%	-$41.3K	0.34%	60
2025 Q3	$1.53M	Sell	12,132 -330	-3%	-$41K	0.42%	58
2025 Q2	$1.38M	Buy	+12,462	New	+$1.35M	0.39%	54
2022 Q1	–	Hold	0	–	–	–	186
2021 Q4	–	Hold	0	–	–	–	54
2021 Q3	–	Hold	0	–	–	–	54
2021 Q2	–	Hold	0	–	–	–	25
2021 Q1	–	Hold	0	–	–	–	94
2020 Q3	–	Hold	0	–	–	–	53

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fulcrum Asset Management's LEN Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Lennar Class A (LEN) stake by 46% in Q2 2026, selling an estimated $744K and leaving 9,688 shares worth $880K. The position accounts for 0.09% of the portfolio, ranked #234.

Fulcrum Asset Management first reported a position in LEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Fulcrum Asset Management held 9,688 shares of Lennar Class A worth $880K as of Q2 2026.
Fulcrum Asset Management sold 8,321 Lennar Class A shares in Q2 2026, an estimated $744K.
Lennar Class A made up 0.09% of Fulcrum Asset Management's portfolio in Q2 2026, its #234 holding.
Fulcrum Asset Management first reported a position in Lennar Class A in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Lennar Class A position peaked at $1.53M in Q3 2025.
933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.