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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Asset Management's LEN Position: Q1 2026 in Review

Fulcrum Asset Management increased its Lennar Class A (LEN) stake by 53% in Q1 2026, buying an estimated $672K and bringing the position to 18,009 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #87.

Fulcrum Asset Management first reported a position in LEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Fulcrum Asset Management held 18,009 shares of Lennar Class A worth $1.53M as of Q1 2026.
  • Fulcrum Asset Management bought 6,219 Lennar Class A shares in Q1 2026, an estimated $672K.
  • Lennar Class A made up 0.23% of Fulcrum Asset Management's portfolio in Q1 2026, its #87 holding.
  • Fulcrum Asset Management first reported a position in Lennar Class A in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Lennar Class A position peaked at $1.53M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.