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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
2025
Q2 		– Sell
-28,426
Closed -$1.04M – 291
2025
Q1 		$1.04M Buy
+28,426
New +$3.55M 0.2% 107

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 $3.38T 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

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. 939 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.
  • 939 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.