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

Generali 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
Q1 		$1.25M Sell
14,377
-899
-6% -$97.2K 0.03% 374
2025
Q4 		$1.57M Sell
15,276
-118
-0.8% -$14.3K 0.03% 348
2025
Q3 		$1.94M Buy
15,394
+135
+0.9% +$16.8K 0.04% 315
2025
Q2 		$1.69M Buy
15,259
+222
+1% +$24.1K 0.04% 343
2025
Q1 		$1.73M Sell
15,037
-25,868
-63% -$3.23M 0.04% 327
2024
Q4 		$5.4M Buy
+40,905
New +$6.65M 0.14% 153

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Generali Asset Management reduced its Lennar Class A (LEN) stake by 5.9% in Q1 2026, selling an estimated $97.2K and leaving 14,377 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #374.

Generali Asset Management first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.4M in Q4 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Generali Asset Management held 14,377 shares of Lennar Class A worth $1.25M as of Q1 2026.
  • Generali Asset Management sold 899 Lennar Class A shares in Q1 2026, an estimated $97.2K.
  • Lennar Class A made up 0.03% of Generali Asset Management's portfolio in Q1 2026, its #374 holding.
  • Generali Asset Management first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
  • Generali Asset Management's Lennar Class A position peaked at $5.4M in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Generali Asset Management's 13F filing for Q1 2026, filed 5 May 2026.