MQS Management’s Lennar Class A LEN Stock Holding History

MQS 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	$469K	Buy	+5,397	New	+$583K	0.32%	113
2025 Q4	–	Sell	-2,485	Closed	-$313K	–	546
2025 Q3	$313K	Buy	+2,485	New	+$308K	0.18%	249
2024 Q4	–	Sell	-6,486	Closed	-$1.18M	–	224
2024 Q3	$1.18M	Buy	6,486 +1,581	+32%	+$265K	0.66%	7
2024 Q2	$712K	Sell	4,905 -2,624	-35%	-$399K	0.43%	39
2024 Q1	$1.25M	Sell	7,529 -2,301	-23%	-$346K	0.72%	2
2023 Q4	$1.42M	Buy	+9,830	New	+$1.18M	0.79%	2
2023 Q3	–	Sell	-9,980	Closed	-$1.21M	–	541
2023 Q2	$1.21M	Buy	9,980 +2,895	+41%	+$316K	0.82%	1
2023 Q1	$721K	Sell	7,085 -2,536	-26%	-$245K	0.46%	35
2022 Q4	$843K	Buy	+9,621	New	+$779K	0.57%	25
2022 Q1	–	Sell	-4,161	Closed	-$468K	–	383
2021 Q4	$468K	Buy	+4,161	New	+$425K	0.75%	30

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MQS Management's LEN Position: Q1 2026 in Review

MQS Management opened a new position in Lennar Class A (LEN) in Q1 2026: 5,397 shares worth $469K. The stake represents 0.32% of the portfolio and ranks #113 among its holdings. This is a return to the name: MQS Management previously reported a position in LEN as recently as Q3 2025.

MQS Management first reported a position in LEN in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

MQS Management held 5,397 shares of Lennar Class A worth $469K as of Q1 2026.
Lennar Class A was a new MQS Management position in Q1 2026.
Lennar Class A made up 0.32% of MQS Management's portfolio in Q1 2026, its #113 holding.
MQS Management first reported a position in Lennar Class A in Q4 2021 and has held it in 10 quarters since.
MQS Management's Lennar Class A position peaked at $1.42M in Q4 2023.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.