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Murray Stahl’s Lennar Class A LEN Stock Holding History

Murray Stahl’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 		$478K Buy
5,284
+370
+8% +$33.1K 0.01% 222
2026
Q1 		$427K Buy
4,914
+225
+5% +$24.3K ﹤0.01% 237
2025
Q4 		$482K Sell
4,689
-571
-11% -$69K 0.01% 225
2025
Q3 		$663K Sell
5,260
-48
-0.9% -$5.96K 0.01% 209
2025
Q2 		$587K Buy
5,308
+2
+0% +$217 0.01% 226
2025
Q1 		$609K Sell
5,306
-634
-11% -$79.2K 0.01% 217
2024
Q4 		$784K Sell
5,940
-115
-2% -$18.7K 0.01% 204
2024
Q3 		$1.1M Buy
6,055
+776
+15% +$130K 0.02% 171
2024
Q2 		$766K Buy
5,279
+34
+0.6% +$5.17K 0.01% 187
2024
Q1 		$873K Sell
5,245
-51
-1% -$7.67K 0.02% 175
2023
Q4 		$764K Sell
5,296
-78
-1% -$9.39K 0.02% 179
2023
Q3 		$584K Hold
5,374
– – 0.01% 201
2023
Q2 		$652K Sell
5,374
-3
-0.1% -$327 0.01% 196
2023
Q1 		$547K Hold
5,377
– – 0.01% 210
2022
Q4 		$471K Sell
5,377
-4
-0.1% -$324 0.01% 215
2022
Q3 		$388K Buy
5,381
+593
+12% +$46.1K 0.01% 235
2022
Q2 		$327K Buy
4,788
+52
+1% +$3.81K 0.01% 264
2022
Q1 		$372K Sell
4,736
-52
-1% -$4.68K 0.01% 268
2021
Q4 		$538K Buy
4,788
+52
+1% +$5.32K 0.01% 236
2021
Q3 		$430K Hold
4,736
– – 0.01% 251
2021
Q2 		$456K Sell
4,736
-878
-16% -$84.8K 0.01% 249
2021
Q1 		$550K Hold
5,614
– – 0.01% 235
2020
Q4 		$414K Hold
5,614
– – 0.01% 259
2020
Q3 		$444K Sell
5,614
-3,317
-37% -$236K 0.02% 252
2020
Q2 		$533K Buy
8,931
+1,009
+13% +$51.6K 0.02% 225
2020
Q1 		$293K Sell
7,922
-116
-1% -$6.57K 0.01% 271
2019
Q4 		$434K Sell
8,038
-730
-8% -$41.6K 0.01% 262
2019
Q3 		$474K Sell
8,768
-303
-3% -$14.8K 0.01% 256
2019
Q2 		$425K Sell
9,071
-1,390
-13% -$69.3K 0.01% 277
2019
Q1 		$497K Buy
+10,461
New +$473K 0.01% 259

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

Murray Stahl's LEN Position: Q2 2026 in Review

Murray Stahl increased its Lennar Class A (LEN) stake by 7.5% in Q2 2026, buying an estimated $33.1K and bringing the position to 5,284 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #222.

Murray Stahl first reported a position in LEN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.1M in Q3 2024. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Murray Stahl held 5,284 shares of Lennar Class A worth $478K as of Q2 2026.
  • Murray Stahl bought 370 Lennar Class A shares in Q2 2026, an estimated $33.1K.
  • Lennar Class A made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #222 holding.
  • Murray Stahl first reported a position in Lennar Class A in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's Lennar Class A position peaked at $1.1M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.