Levin Capital Strategies’s Lennar Class A LEN Stock Holding History

Levin Capital Strategies’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	$1.23M	Buy	+14,131	New	+$1.53M	0.09%	119
2025 Q4	–	Sell	-2,000	Closed	-$252K	–	240
2025 Q3	$252K	Buy	+2,000	New	+$248K	0.02%	175
2025 Q2	–	Sell	-2,250	Closed	-$258K	–	215
2025 Q1	$258K	Buy	2,250 +700	+45%	+$87.4K	0.03%	146
2024 Q4	$205K	Buy	+1,550	New	+$252K	0.02%	194
2023 Q4	–	Sell	-2,066	Closed	-$224K	–	286
2023 Q3	$224K	Buy	+2,066	New	+$242K	0.03%	215
2021 Q4	–	Sell	-2,242	Closed	-$203K	–	370
2021 Q3	$203K	Buy	+2,242	New	+$222K	0.02%	281
2019 Q4	–	Sell	-7,748	Closed	-$419K	–	223
2019 Q3	$419K	Buy	+7,748	New	+$378K	0.05%	119
2018 Q4	–	Sell	-4,649	Closed	-$210K	–	279
2018 Q3	$210K	Buy	4,649 +517	+13%	+$26K	﹤0.01%	241
2018 Q2	$210K	Buy	+4,132	New	+$216K	﹤0.01%	249

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Levin Capital Strategies's LEN Position: Q1 2026 in Review

Levin Capital Strategies opened a new position in Lennar Class A (LEN) in Q1 2026: 14,131 shares worth $1.23M. The stake represents 0.09% of the portfolio and ranks #119 among its holdings. This is a return to the name: Levin Capital Strategies previously reported a position in LEN as recently as Q3 2025.

Levin Capital Strategies first reported a position in LEN in Q2 2018 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Levin Capital Strategies held 14,131 shares of Lennar Class A worth $1.23M as of Q1 2026.
Lennar Class A was a new Levin Capital Strategies position in Q1 2026.
Lennar Class A made up 0.09% of Levin Capital Strategies's portfolio in Q1 2026, its #119 holding.
Levin Capital Strategies first reported a position in Lennar Class A in Q2 2018 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.