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New England Research & Management’s Lennar Class A LEN Stock Holding History

New England Research & 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 		$574K Sell
6,345
-125
-2% -$11.2K 0.22% 92
2026
Q1 		$562K Sell
6,470
-275
-4% -$29.7K 0.24% 103
2025
Q4 		$693K Sell
6,745
-14,975
-69% -$1.81M 0.3% 85
2025
Q3 		$2.74M Buy
21,720
+9,675
+80% +$1.2M 1.26% 20
2025
Q2 		$1.33M Sell
12,045
-332
-3% -$36K 0.63% 55
2025
Q1 		$1.42M Sell
12,377
-873
-7% -$109K 0.72% 48
2024
Q4 		$1.75M Buy
13,250
+7,104
+116% +$1.15M 0.89% 34
2024
Q3 		$1.12M Sell
6,146
-8,368
-58% -$1.4M 0.52% 67
2024
Q2 		$2.11M Buy
14,514
+594
+4% +$90.4K 1.01% 29
2024
Q1 		$2.32M Sell
13,920
-3,279
-19% -$493K 1.14% 25
2023
Q4 		$2.48M Sell
17,199
-2,815
-14% -$339K 1.31% 18
2023
Q3 		$2.17M Buy
+20,014
New +$2.35M 1.24% 21
2020
Q3 		– Sell
-10,666
Closed -$636K – 149
2020
Q2 		$636K Buy
+10,666
New +$545K 0.46% 78
2019
Q4 		– Sell
-19,550
Closed -$1.06M – 155
2019
Q3 		$1.06M Sell
19,550
-955
-5% -$46.5K 0.77% 42
2019
Q2 		$962K Buy
+20,505
New +$1.02M 0.65% 50
2018
Q3 		– Sell
-28,459
Closed -$1.45M – 171
2018
Q2 		$1.45M Buy
28,459
+22,881
+410% +$1.2M 0.96% 32
2018
Q1 		$318K Buy
+5,578
New +$336K 0.21% 133
2017
Q1 		– Sell
-12,575
Closed -$514K – 176
2016
Q4 		$514K Sell
12,575
-3,157
-20% -$128K 0.4% 85
2016
Q3 		$634K Sell
15,732
-1,445
-8% -$64K 0.53% 67
2016
Q2 		$754K Buy
17,177
+11,136
+184% +$487K 0.65% 46
2016
Q1 		$278K Buy
+6,041
New +$248K 0.24% 127
2015
Q3 		– Sell
-6,534
Closed -$317K – 180
2015
Q2 		$317K Buy
+6,534
New +$300K 0.26% 127

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

New England Research & Management's LEN Position: Q2 2026 in Review

New England Research & Management reduced its Lennar Class A (LEN) stake by 1.9% in Q2 2026, selling an estimated $11.2K and leaving 6,345 shares worth $574K. The position accounts for 0.22% of the portfolio, ranked #92.

New England Research & Management first reported a position in LEN in Q2 2015 and has held it in 22 quarters since. The position peaked at $2.74M in Q3 2025. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • New England Research & Management held 6,345 shares of Lennar Class A worth $574K as of Q2 2026.
  • New England Research & Management sold 125 Lennar Class A shares in Q2 2026, an estimated $11.2K.
  • Lennar Class A made up 0.22% of New England Research & Management's portfolio in Q2 2026, its #92 holding.
  • New England Research & Management first reported a position in Lennar Class A in Q2 2015 and has held it in 22 quarters since.
  • New England Research & Management's Lennar Class A position peaked at $2.74M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.