Lakewood Asset Management’s Lennar Class A LEN Stock Holding History

Lakewood Asset 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	$807K	Buy	8,922 +28	+0.3%	+$2.5K	0.44%	56
2026 Q1	$772K	Sell	8,894 -2,522	-22%	-$273K	0.49%	50
2025 Q4	$1.17M	Buy	11,416 +282	+3%	+$34.1K	0.69%	38
2025 Q3	$1.4M	Buy	11,134 +308	+3%	+$38.2K	0.85%	35
2025 Q2	$1.2M	Sell	10,826 -626	-5%	-$67.8K	0.8%	39
2025 Q1	$1.31M	Buy	11,452 +2,344	+26%	+$293K	0.89%	34
2024 Q4	$1.2M	Buy	9,108 +51	+0.6%	+$8.29K	0.83%	34
2024 Q3	$1.64M	Sell	9,057 -638	-7%	-$107K	1.12%	26
2024 Q2	$1.41M	Buy	9,695 +73	+0.8%	+$11.1K	0.98%	29
2024 Q1	$1.6M	Sell	9,622 -3	-0%	-$451	1.09%	28
2023 Q4	$1.39M	Buy	9,625 +3	+0%	+$361	1.08%	28
2023 Q3	$1.05M	Buy	9,622 +189	+2%	+$22.2K	0.85%	39
2023 Q2	$1.14M	Sell	9,433 -43	-0.5%	-$4.69K	0.9%	37
2023 Q1	$964K	Buy	9,476 +120	+1%	+$11.6K	0.8%	43
2022 Q4	$820K	Buy	+9,356	New	+$758K	0.66%	45

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lakewood Asset Management's LEN Position: Q2 2026 in Review

Lakewood Asset Management increased its Lennar Class A (LEN) stake by 0.31% in Q2 2026, buying an estimated $2.5K and bringing the position to 8,922 shares worth $807K. The position accounts for 0.44% of the portfolio, ranked #56.

Lakewood Asset Management first reported a position in LEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Lakewood Asset Management held 8,922 shares of Lennar Class A worth $807K as of Q2 2026.
Lakewood Asset Management bought 28 Lennar Class A shares in Q2 2026, an estimated $2.5K.
Lennar Class A made up 0.44% of Lakewood Asset Management's portfolio in Q2 2026, its #56 holding.
Lakewood Asset Management first reported a position in Lennar Class A in Q4 2022 and has held it in 15 quarters since.
Lakewood Asset Management's Lennar Class A position peaked at $1.64M in Q3 2024.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.