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Gilbert & Cook’s Lennar Class A LEN Stock Holding History

Gilbert & Cook’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 		$453K Buy
5,213
+755
+17% +$81.6K 0.06% 156
2025
Q4 		$458K Buy
4,458
+15
+0.3% +$1.81K 0.06% 163
2025
Q3 		$560K Buy
4,443
+275
+7% +$34.1K 0.07% 135
2025
Q2 		$461K Buy
4,168
+2
+0% +$217 0.06% 148
2025
Q1 		$478K Buy
4,166
+512
+14% +$63.9K 0.07% 142
2024
Q4 		$482K Buy
3,654
+46
+1% +$7.47K 0.07% 145
2024
Q3 		$655K Sell
3,608
-18
-0.5% -$3.02K 0.09% 101
2024
Q2 		$526K Sell
3,626
-477
-12% -$72.6K 0.08% 119
2024
Q1 		$683K Sell
4,103
-84
-2% -$12.6K 0.09% 103
2023
Q4 		$604K Buy
4,187
+218
+5% +$26.3K 0.09% 114
2023
Q3 		$431K Buy
3,969
+376
+10% +$44.1K 0.07% 143
2023
Q2 		$436K Buy
3,593
+150
+4% +$16.4K 0.07% 130
2023
Q1 		$350K Buy
3,443
+58
+2% +$5.6K 0.06% 148
2022
Q4 		$297K Sell
3,385
-226
-6% -$18.3K 0.05% 171
2022
Q3 		$280K Sell
3,611
-387
-10% -$30.1K 0.06% 167
2022
Q2 		$273K Buy
3,998
+413
+12% +$30.3K 0.05% 166
2022
Q1 		$282K Buy
3,585
+135
+4% +$12.2K 0.05% 182
2021
Q4 		$388K Buy
3,450
+255
+8% +$26.1K 0.06% 145
2021
Q3 		$290K Buy
3,195
+81
+3% +$8.02K 0.05% 170
2021
Q2 		$300K Buy
3,114
+247
+9% +$23.9K 0.05% 161
2021
Q1 		$281K Buy
+2,867
New +$241K 0.06% 162

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

Gilbert & Cook's LEN Position: Q1 2026 in Review

Gilbert & Cook increased its Lennar Class A (LEN) stake by 17% in Q1 2026, buying an estimated $81.6K and bringing the position to 5,213 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #156.

Gilbert & Cook first reported a position in LEN in Q1 2021 and has held it in 21 quarters since. The position peaked at $683K in Q1 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Gilbert & Cook held 5,213 shares of Lennar Class A worth $453K as of Q1 2026.
  • Gilbert & Cook bought 755 Lennar Class A shares in Q1 2026, an estimated $81.6K.
  • Lennar Class A made up 0.06% of Gilbert & Cook's portfolio in Q1 2026, its #156 holding.
  • Gilbert & Cook first reported a position in Lennar Class A in Q1 2021 and has held it in 21 quarters since.
  • Gilbert & Cook's Lennar Class A position peaked at $683K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.