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 Q2	$593K	Buy	6,554 +1,157	+21%	+$103K	0.72%	14
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

MQS Management's LEN Position: Q2 2026 in Review

MQS Management increased its Lennar Class A (LEN) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 6,554 shares worth $593K. The position accounts for 0.72% of the portfolio, ranked #14.

MQS Management first reported a position in LEN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2023. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

MQS Management held 6,554 shares of Lennar Class A worth $593K as of Q2 2026.
MQS Management bought 1,157 Lennar Class A shares in Q2 2026, an estimated $103K.
Lennar Class A made up 0.72% of MQS Management's portfolio in Q2 2026, its #14 holding.
MQS Management first reported a position in Lennar Class A in Q4 2021 and has held it in 11 quarters since.
MQS Management's Lennar Class A position peaked at $1.42M in Q4 2023.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.