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

Howard 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 		$3.74M Buy
41,324
+13,191
+47% +$1.18M 0.04% 132
2026
Q1 		$2.44M Sell
28,133
-7,140
-20% -$772K 0.04% 110
2025
Q4 		$3.63M Buy
35,273
+3,073
+10% +$371K 0.05% 122
2025
Q3 		$4.06M Buy
32,200
+258
+0.8% +$32K 0.05% 106
2025
Q2 		$3.53M Buy
31,942
+820
+3% +$88.8K 0.05% 112
2025
Q1 		$3.57M Buy
31,122
+1,334
+4% +$167K 0.09% 90
2024
Q4 		$3.93M Buy
29,788
+84
+0.3% +$13.7K 0.06% 94
2024
Q3 		$5.39M Buy
+29,704
New +$4.98M 0.09% 54
2022
Q1 		– Sell
-2,106
Closed -$221K – 58
2021
Q4 		$221K Sell
2,106
-309
-13% -$31.6K 0.03% 69
2021
Q3 		$234K Sell
2,415
-6,019
-71% -$596K 0.03% 58
2021
Q2 		$375K Buy
8,434
+326
+4% +$31.5K 0.07% 44
2021
Q1 		$815K Buy
8,108
+138
+2% +$11.6K 0.15% 35
2020
Q4 		$632K Buy
+7,970
New +$597K 0.13% 41

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

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

Howard Capital Management increased its Lennar Class A (LEN) stake by 47% in Q2 2026, buying an estimated $1.18M and bringing the position to 41,324 shares worth $3.74M. The position accounts for 0.04% of the portfolio, ranked #132.

Howard Capital Management first reported a position in LEN in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.39M in Q3 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Howard Capital Management held 41,324 shares of Lennar Class A worth $3.74M as of Q2 2026.
  • Howard Capital Management bought 13,191 Lennar Class A shares in Q2 2026, an estimated $1.18M.
  • Lennar Class A made up 0.04% of Howard Capital Management's portfolio in Q2 2026, its #132 holding.
  • Howard Capital Management first reported a position in Lennar Class A in Q4 2020 and has held it in 13 quarters since.
  • Howard Capital Management's Lennar Class A position peaked at $5.39M in Q3 2024.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.