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London & Capital Asset Management’s Lennar Class A LEN Stock Holding History

London & Capital 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 		$1.61M Buy
18,500
+4,700
+34% +$508K 0.02% 90
2025
Q4 		$1.42M Buy
+13,800
New +$1.67M 0.01% 108

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

London & Capital Asset Management's LEN Position: Q1 2026 in Review

London & Capital Asset Management increased its Lennar Class A (LEN) stake by 34% in Q1 2026, buying an estimated $508K and bringing the position to 18,500 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #90.

London & Capital Asset Management first reported a position in LEN in Q4 2025 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • London & Capital Asset Management held 18,500 shares of Lennar Class A worth $1.61M as of Q1 2026.
  • London & Capital Asset Management bought 4,700 Lennar Class A shares in Q1 2026, an estimated $508K.
  • Lennar Class A made up 0.02% of London & Capital Asset Management's portfolio in Q1 2026, its #90 holding.
  • London & Capital Asset Management first reported a position in Lennar Class A in Q4 2025 and has held it in 2 quarters since.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.