Glassy Mountain Advisors’s Lennar Class A LEN Stock Holding History

Glassy Mountain Advisors’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	–	Sell	-2,205	Closed	-$227K	–	80
2025 Q4	$227K	Hold	2,205	–	–	0.07%	61
2025 Q3	$278K	Hold	2,205	–	–	0.08%	58
2025 Q2	$244K	Sell	2,205 -16	-0.7%	-$1.73K	0.08%	57
2025 Q1	$255K	Sell	2,221 -379	-15%	-$47.3K	0.09%	55
2024 Q4	$343K	Sell	2,600 -306	-11%	-$49.7K	0.12%	49
2024 Q3	$527K	Hold	2,906	–	–	0.19%	44
2024 Q2	$422K	Hold	2,906	–	–	0.16%	43
2024 Q1	$484K	Buy	2,906 +17	+0.6%	+$2.56K	0.18%	43
2023 Q4	$417K	Sell	2,889 -1,069	-27%	-$129K	0.17%	44
2023 Q3	$426K	Sell	3,958 -181	-4%	-$21.2K	0.2%	44
2023 Q2	$502K	Buy	+4,139	New	+$452K	0.22%	47
2023 Q1	–	Sell	-70,330	Closed	-$6.16M	–	142
2022 Q4	$6.16M	Buy	+70,330	New	+$5.7M	3.39%	7
2022 Q2	$4.8M	Sell	70,309 -249	-0.4%	-$18.2K	2.87%	10
2022 Q1	$5.54M	Buy	70,558 +1,951	+3%	+$176K	2.85%	10
2021 Q4	$7.71M	Buy	+68,607	New	+$7.01M	3.98%	8

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassy Mountain Advisors's LEN Position: Q1 2026 in Review

Glassy Mountain Advisors sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 2,205 shares — an estimated $227K sold.

Glassy Mountain Advisors first reported a position in LEN in Q4 2021 and held it in 15 quarters. The position peaked at $7.71M in Q4 2021. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Glassy Mountain Advisors reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
Glassy Mountain Advisors sold 2,205 Lennar Class A shares in Q1 2026, an estimated $227K.
Glassy Mountain Advisors first reported a position in Lennar Class A in Q4 2021 and held it in 15 quarters.
Glassy Mountain Advisors's Lennar Class A position peaked at $7.71M in Q4 2021.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.