Mike Alfred’s Lennar Class A LEN Stock Holding History

Mike Alfred’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	-25,000	Closed	-$2.57M	–	21
2025 Q4	$2.57M	Buy	+25,000	New	+$3.02M	1.36%	11

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Mike Alfred's LEN Position: Q1 2026 in Review

Mike Alfred sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 25,000 shares — an estimated $2.57M sold.

Mike Alfred first reported a position in LEN in Q4 2025 and held it in 1 quarter. The position peaked at $2.57M in Q4 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Mike Alfred reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
Mike Alfred sold 25,000 Lennar Class A shares in Q1 2026, an estimated $2.57M.
Mike Alfred first reported a position in Lennar Class A in Q4 2025 and held it in 1 quarter.
Mike Alfred's Lennar Class A position peaked at $2.57M in Q4 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

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