London & Capital Asset Management
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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
Q2 		$2.13M Buy
23,586
+5,086
+27% +$455K 0.02% 86
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 $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 $3.38T AUM 44.17% 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

London & Capital Asset Management's LEN Position: Q2 2026 in Review

London & Capital Asset Management increased its Lennar Class A (LEN) stake by 27% in Q2 2026, buying an estimated $455K and bringing the position to 23,586 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #86.

London & Capital Asset Management first reported a position in LEN in Q4 2025 and has held it in 3 quarters since. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • London & Capital Asset Management held 23,586 shares of Lennar Class A worth $2.13M as of Q2 2026.
  • London & Capital Asset Management bought 5,086 Lennar Class A shares in Q2 2026, an estimated $455K.
  • Lennar Class A made up 0.02% of London & Capital Asset Management's portfolio in Q2 2026, its #86 holding.
  • London & Capital Asset Management first reported a position in Lennar Class A in Q4 2025 and has held it in 3 quarters since.
  • 940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.