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Horiko Capital Management’s Lennar Class A LEN Stock Holding History

Horiko Capital 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
Q2 		$7.73M Sell
85,378
-3,051
-3% -$273K 1.36% 16
2026
Q1 		$7.64M Buy
88,429
+880
+1% +$95.1K 1.76% 13
2025
Q4 		$9.02M Sell
87,549
-7,708
-8% -$931K 1.99% 13
2025
Q3 		$12M Sell
95,257
-1,428
-1% -$177K 2.85% 13
2025
Q2 		$10.7M Sell
96,685
-2,402
-2% -$260K 2.79% 12
2025
Q1 		$11.4M Buy
99,087
+801
+0.8% +$100K 3.34% 12
2024
Q4 		$13M Sell
98,286
-4,148
-4% -$674K 3.75% 11
2024
Q3 		$18.6M Sell
102,434
-5,398
-5% -$904K 5.37% 8
2024
Q2 		$15.6M Buy
107,832
+1,215
+1% +$185K 4.44% 10
2024
Q1 		$17.8M Sell
106,617
-3,258
-3% -$490K 5.43% 10
2023
Q4 		$15.9M Buy
109,875
+33,977
+45% +$4.09M 5.43% 8
2023
Q3 		$8.25M Buy
75,898
+7,683
+11% +$901K 4.33% 10
2023
Q2 		$8.27M Buy
68,215
+4,856
+8% +$530K 4.4% 9
2023
Q1 		$6.45M Buy
+63,359
New +$6.12M 3.88% 9

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horiko Capital Management's LEN Position: Q2 2026 in Review

Horiko Capital Management reduced its Lennar Class A (LEN) stake by 3.5% in Q2 2026, selling an estimated $273K and leaving 85,378 shares worth $7.73M. The position accounts for 1.36% of the portfolio, ranked #16.

Horiko Capital Management first reported a position in LEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.6M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Horiko Capital Management held 85,378 shares of Lennar Class A worth $7.73M as of Q2 2026.
  • Horiko Capital Management sold 3,051 Lennar Class A shares in Q2 2026, an estimated $273K.
  • Lennar Class A made up 1.36% of Horiko Capital Management's portfolio in Q2 2026, its #16 holding.
  • Horiko Capital Management first reported a position in Lennar Class A in Q1 2023 and has held it in 14 quarters since.
  • Horiko Capital Management's Lennar Class A position peaked at $18.6M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Horiko Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.