LRI Investments’s Lennar Class A LEN Stock Holding History

LRI Investments’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	$129K	Sell	1,426 -938	-40%	-$83.9K	0.01%	406
2026 Q1	$205K	Buy	2,364 +83	+4%	+$8.97K	0.02%	283
2025 Q4	$234K	Buy	2,281 +231	+11%	+$27.9K	0.02%	255
2025 Q3	$258K	Hold	2,050	–	–	0.02%	255
2025 Q2	$227K	Sell	2,050 -61	-3%	-$6.61K	0.02%	261
2025 Q1	$242K	Sell	2,111 -960	-31%	-$120K	0.02%	238
2024 Q4	$405K	Hold	3,071	–	–	0.04%	162
2024 Q3	$505K	Buy	3,071 +159	+5%	+$26.6K	0.05%	147
2024 Q2	$422K	Buy	2,912 +2,124	+270%	+$323K	0.05%	128
2024 Q1	$131K	Buy	+788	New	+$118K	0.03%	168

Other funds holding LEN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LRI Investments's LEN Position: Q2 2026 in Review

LRI Investments reduced its Lennar Class A (LEN) stake by 40% in Q2 2026, selling an estimated $83.9K and leaving 1,426 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #406.

LRI Investments first reported a position in LEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $505K in Q3 2024. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

LRI Investments held 1,426 shares of Lennar Class A worth $129K as of Q2 2026.
LRI Investments sold 938 Lennar Class A shares in Q2 2026, an estimated $83.9K.
Lennar Class A made up 0.01% of LRI Investments's portfolio in Q2 2026, its #406 holding.
LRI Investments first reported a position in Lennar Class A in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Lennar Class A position peaked at $505K in Q3 2024.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.