Longfellow Investment Management’s Lennar Class A LEN Stock Holding History

Longfellow Investment 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	$767K	Buy	8,479 +4,494	+113%	+$402K	0.16%	96
2026 Q1	$346K	Hold	3,985	–	–	0.07%	122
2025 Q4	$410K	Hold	3,985	–	–	0.09%	122
2025 Q3	$502K	Hold	3,985	–	–	0.12%	120
2025 Q2	$441K	Buy	+3,985	New	+$432K	0.11%	115
2018 Q4	–	Sell	-1,477	Closed	-$67K	–	107
2018 Q3	$67K	Buy	+1,477	New	+$74.4K	0.02%	101

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

Longfellow Investment Management's LEN Position: Q2 2026 in Review

Longfellow Investment Management increased its Lennar Class A (LEN) stake by 113% in Q2 2026, buying an estimated $402K and bringing the position to 8,479 shares worth $767K. The position accounts for 0.16% of the portfolio, ranked #96.

Longfellow Investment Management first reported a position in LEN in Q3 2018 and has held it in 6 quarters since. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Longfellow Investment Management held 8,479 shares of Lennar Class A worth $767K as of Q2 2026.
Longfellow Investment Management bought 4,494 Lennar Class A shares in Q2 2026, an estimated $402K.
Lennar Class A made up 0.16% of Longfellow Investment Management's portfolio in Q2 2026, its #96 holding.
Longfellow Investment Management first reported a position in Lennar Class A in Q3 2018 and has held it in 6 quarters since.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

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