Main Street Research’s Lennar Class A LEN Stock Holding History

Main Street Research’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	$406K	Buy	4,483 +579	+15%	+$51.8K	0.02%	99
2026 Q1	$339K	Buy	+3,904	New	+$422K	0.02%	103

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

Main Street Research's LEN Position: Q2 2026 in Review

Main Street Research increased its Lennar Class A (LEN) stake by 15% in Q2 2026, buying an estimated $51.8K and bringing the position to 4,483 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #99.

Main Street Research first reported a position in LEN in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Main Street Research held 4,483 shares of Lennar Class A worth $406K as of Q2 2026.
Main Street Research bought 579 Lennar Class A shares in Q2 2026, an estimated $51.8K.
Lennar Class A made up 0.02% of Main Street Research's portfolio in Q2 2026, its #99 holding.
Main Street Research first reported a position in Lennar Class A in Q1 2026 and has held it in 2 quarters since.
326 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.