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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
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
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

Lakewood Asset Management's LEN Position: Q1 2026 in Review

Lakewood Asset Management reduced its Lennar Class A (LEN) stake by 22% in Q1 2026, selling an estimated $273K and leaving 8,894 shares worth $772K. The position accounts for 0.49% of the portfolio, ranked #50.

Lakewood Asset Management first reported a position in LEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Lakewood Asset Management held 8,894 shares of Lennar Class A worth $772K as of Q1 2026.
  • Lakewood Asset Management sold 2,522 Lennar Class A shares in Q1 2026, an estimated $273K.
  • Lennar Class A made up 0.49% of Lakewood Asset Management's portfolio in Q1 2026, its #50 holding.
  • Lakewood Asset Management first reported a position in Lennar Class A in Q4 2022 and has held it in 14 quarters since.
  • Lakewood Asset Management's Lennar Class A position peaked at $1.64M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.