GAMMA Investing’s Lennar Class A LEN Stock Holding History

GAMMA Investing’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	$433K	Buy	4,790 +353	+8%	+$31.6K	0.02%	724
2026 Q1	$385K	Sell	4,437 -2,026	-31%	-$219K	0.02%	700
2025 Q4	$664K	Sell	6,463 -321	-5%	-$38.8K	0.03%	430
2025 Q3	$855K	Buy	6,784 +1,586	+31%	+$197K	0.05%	339
2025 Q2	$575K	Buy	5,198 +1,953	+60%	+$212K	0.04%	433
2025 Q1	$372K	Sell	3,245 -241	-7%	-$30.1K	0.03%	513
2024 Q4	$460K	Buy	3,486 +25	+0.7%	+$4.06K	0.04%	382
2024 Q3	$628K	Buy	3,461 +1,003	+41%	+$168K	0.06%	278
2024 Q2	$357K	Buy	2,458 +1,576	+179%	+$240K	0.05%	342
2024 Q1	$147K	Buy	882 +145	+20%	+$21.8K	0.03%	490
2023 Q4	$107K	Buy	+737	New	+$88.8K	0.03%	515

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GAMMA Investing's LEN Position: Q2 2026 in Review

GAMMA Investing increased its Lennar Class A (LEN) stake by 8% in Q2 2026, buying an estimated $31.6K and bringing the position to 4,790 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #724.

GAMMA Investing first reported a position in LEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $855K in Q3 2025. 197 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

GAMMA Investing held 4,790 shares of Lennar Class A worth $433K as of Q2 2026.
GAMMA Investing bought 353 Lennar Class A shares in Q2 2026, an estimated $31.6K.
Lennar Class A made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #724 holding.
GAMMA Investing first reported a position in Lennar Class A in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's Lennar Class A position peaked at $855K in Q3 2025.
197 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.