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Michael Gelband’s Lennar Class A LEN Stock Holding History

Michael Gelband’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 		– Sell
-167,385
Closed -$17.2M – 1852
2025
Q4 		$17.2M Buy
167,385
+74,101
+79% +$8.95M 0.14% 126
2025
Q3 		$11.8M Buy
+93,284
New +$11.6M 0.12% 160
2025
Q2 		– Sell
-129,148
Closed -$14.8M – 1750
2025
Q1 		$14.8M Buy
129,148
+98,820
+326% +$12.3M 0.15% 144
2024
Q4 		$4M Buy
+30,328
New +$4.93M 0.03% 502
2024
Q3 		– Sell
-76,471
Closed -$12.8M – 1870
2024
Q2 		$11.1M Sell
76,471
-53,408
-41% -$8.13M 0.08% 234
2024
Q1 		$21.6M Sell
129,879
-4,151
-3% -$624K 0.17% 96
2023
Q4 		$19.3M Buy
134,030
+115,933
+641% +$14M 0.13% 105
2023
Q3 		$1.97M Sell
18,097
-21,275
-54% -$2.5M 0.02% 680
2023
Q2 		$4.78M Buy
+39,372
New +$4.3M 0.04% 460
2023
Q1 		– Sell
-89,869
Closed -$7.87M – 1966
2022
Q4 		$7.87M Buy
89,869
+20,658
+30% +$1.67M 0.11% 228
2022
Q3 		$5M Buy
69,211
+56,753
+456% +$4.41M 0.07% 406
2022
Q2 		$851K Sell
12,458
-166,316
-93% -$12.2M 0.01% 1155
2022
Q1 		$14M Buy
178,774
+141,595
+381% +$12.8M 0.18% 118
2021
Q4 		$4.18M Buy
+37,179
New +$3.8M 0.04% 502
2021
Q1 		– Sell
-2,793
Closed -$206K – 2375
2020
Q4 		$206K Sell
2,793
-821
-23% -$61.5K ﹤0.01% 1718
2020
Q3 		$286K Sell
3,614
-13,309
-79% -$945K 0.01% 1312
2020
Q2 		$1.01M Buy
16,923
+11,493
+212% +$587K 0.03% 740
2020
Q1 		$201K Sell
5,430
-59,181
-92% -$3.35M 0.01% 790
2019
Q4 		$3.49M Buy
+64,611
New +$3.69M 0.07% 219
2019
Q3 		– Sell
-15,702
Closed -$737K – 1496
2019
Q2 		$737K Buy
+15,702
New +$783K 0.03% 344
2019
Q1 		– Sell
-10,935
Closed -$414K – 721
2018
Q4 		$414K Buy
+10,935
New +$446K 0.03% 166

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Michael Gelband's LEN Position: Q1 2026 in Review

Michael Gelband sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 167,385 shares — an estimated $17.2M sold.

Michael Gelband first reported a position in LEN in Q4 2018 and held it in 21 quarters. The position peaked at $21.6M in Q1 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Michael Gelband reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Michael Gelband sold 167,385 Lennar Class A shares in Q1 2026, an estimated $17.2M.
  • Michael Gelband first reported a position in Lennar Class A in Q4 2018 and held it in 21 quarters.
  • Michael Gelband's Lennar Class A position peaked at $21.6M in Q1 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.