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Keel Point’s Lennar Class A LEN Stock Holding History

Keel Point’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
-3,209
Closed -$330K – 524
2025
Q4 		$330K Sell
3,209
-46
-1% -$5.55K 0.02% 388
2025
Q3 		$410K Sell
3,255
-10
-0.3% -$1.24K 0.03% 344
2025
Q2 		$361K Buy
3,265
+1,264
+63% +$137K 0.02% 367
2025
Q1 		$230K Buy
2,001
+260
+15% +$32.5K 0.02% 413
2024
Q4 		$230K Buy
1,741
+5
+0.3% +$813 0.02% 384
2024
Q3 		$315K Sell
1,736
-59
-3% -$9.88K 0.03% 318
2024
Q2 		$296K Sell
1,795
-69
-4% -$10.5K 0.03% 320
2024
Q1 		$310K Buy
1,864
+16
+0.9% +$2.4K 0.03% 277
2023
Q4 		$267K Sell
1,848
-170
-8% -$20.5K 0.03% 277
2023
Q3 		$219K Buy
2,018
+188
+10% +$22.1K 0.03% 286
2023
Q2 		$222K Buy
+1,830
New +$200K 0.03% 295

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

Keel Point's LEN Position: Q1 2026 in Review

Keel Point sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 3,209 shares — an estimated $330K sold.

Keel Point first reported a position in LEN in Q2 2023 and held it in 11 quarters. The position peaked at $410K in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Keel Point reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 3,209 Lennar Class A shares in Q1 2026, an estimated $330K.
  • Keel Point first reported a position in Lennar Class A in Q2 2023 and held it in 11 quarters.
  • Keel Point's Lennar Class A position peaked at $410K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.