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Kimelman & Baird’s Lennar Class A LEN Stock Holding History

Kimelman & Baird’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 		$74.7K Hold
825
– – 0.01% 154
2026
Q1 		$71.6K Hold
825
– – 0.01% 159
2025
Q4 		$84.8K Hold
825
– – 0.01% 149
2025
Q3 		$104K Hold
825
– – 0.01% 144
2025
Q2 		$91.3K Hold
825
– – 0.01% 152
2025
Q1 		$94.7K Sell
825
-27
-3% -$3.37K 0.01% 148
2024
Q4 		$113K Hold
852
– – 0.01% 147
2024
Q3 		$155K Hold
852
– – 0.01% 133
2024
Q2 		$124K Buy
+852
New +$130K 0.01% 144

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

Kimelman & Baird's LEN Position: Q2 2026 in Review

Kimelman & Baird held its Lennar Class A (LEN) position steady in Q2 2026 at 825 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #154.

Kimelman & Baird first reported a position in LEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $155K in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Kimelman & Baird held 825 shares of Lennar Class A worth $74.7K as of Q2 2026.
  • Kimelman & Baird left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #154 holding.
  • Kimelman & Baird first reported a position in Lennar Class A in Q2 2024 and has held it in 9 quarters since.
  • Kimelman & Baird's Lennar Class A position peaked at $155K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.