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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
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
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 $8.66B AUM 17.37% 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

Longfellow Investment Management's LEN Position: Q1 2026 in Review

Longfellow Investment Management held its Lennar Class A (LEN) position steady in Q1 2026 at 3,985 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #122.

Longfellow Investment Management first reported a position in LEN in Q3 2018 and has held it in 5 quarters since. The position peaked at $502K in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Longfellow Investment Management held 3,985 shares of Lennar Class A worth $346K as of Q1 2026.
  • Longfellow Investment Management left its Lennar Class A share count unchanged in Q1 2026.
  • Lennar Class A made up 0.07% of Longfellow Investment Management's portfolio in Q1 2026, its #122 holding.
  • Longfellow Investment Management first reported a position in Lennar Class A in Q3 2018 and has held it in 5 quarters since.
  • Longfellow Investment Management's Lennar Class A position peaked at $502K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.