Norman Fields Gottscho Capital Management’s Lennar Class A LEN Stock Holding History

Norman Fields Gottscho Capital 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	$326K	Hold	3,607	–	–	0.1%	57
2026 Q1	$313K	Hold	3,607	–	–	0.1%	57
2025 Q4	$371K	Hold	3,607	–	–	0.12%	52
2025 Q3	$455K	Hold	3,607	–	–	0.15%	48
2025 Q2	$399K	Hold	3,607	–	–	0.13%	48
2025 Q1	$414K	Sell	3,607 -119	-3%	-$14.9K	0.14%	46
2024 Q4	$492K	Hold	3,726	–	–	0.16%	42
2024 Q3	$676K	Hold	3,726	–	–	0.22%	41
2024 Q2	$526K	Hold	3,726	–	–	0.18%	43
2024 Q1	$620K	Hold	3,726	–	–	0.23%	43
2023 Q4	$538K	Hold	3,726	–	–	0.21%	45
2023 Q3	$405K	Hold	3,726	–	–	0.18%	50
2023 Q2	$452K	Hold	3,726	–	–	0.19%	48
2023 Q1	$379K	Hold	3,726	–	–	0.17%	54
2022 Q4	$326K	Hold	3,726	–	–	0.15%	60
2022 Q3	$269K	Hold	3,726	–	–	0.13%	62
2022 Q2	$255K	Hold	3,726	–	–	0.12%	65
2022 Q1	$293K	Hold	3,726	–	–	0.11%	66
2021 Q4	$419K	Hold	3,726	–	–	0.16%	58
2021 Q3	$338K	Hold	3,726	–	–	0.13%	61
2021 Q2	$358K	Hold	3,726	–	–	0.14%	59
2021 Q1	$365K	Hold	3,726	–	–	0.16%	58
2020 Q4	$275K	Hold	3,726	–	–	0.12%	55
2020 Q3	$295K	Hold	3,726	–	–	0.15%	53
2020 Q2	$222K	Buy	+3,726	New	+$190K	0.12%	61
2020 Q1	–	Sell	-3,726	Closed	-$201K	–	69
2019 Q4	$201K	Hold	3,726	–	–	0.1%	72
2019 Q3	$201K	Buy	+3,726	New	+$182K	0.1%	70
2019 Q1	–	Sell	-34,447	Closed	-$1.31M	–	75
2018 Q4	$1.31M	Sell	34,447 -13,455	-28%	-$548K	0.77%	32
2018 Q3	$2.17M	Buy	47,902 +6,420	+15%	+$323K	1.08%	26
2018 Q2	$2.11M	Buy	41,482 +9,917	+31%	+$519K	1.13%	27
2018 Q1	$1.8M	Buy	31,565 +7,522	+31%	+$454K	0.98%	30
2017 Q4	$1.47M	Sell	24,043 -409	-2%	-$23.2K	0.81%	32
2017 Q3	$1.23M	Buy	24,452 +6,776	+38%	+$338K	0.74%	33
2017 Q2	$897K	Buy	17,676 +9,508	+116%	+$468K	0.56%	36
2017 Q1	$398K	Buy	8,168 +105	+1%	+$4.76K	0.25%	52
2016 Q4	$329K	Sell	8,063 -3,441	-30%	-$139K	0.22%	58
2016 Q3	$464K	Buy	11,504 +3,100	+37%	+$137K	0.31%	50
2016 Q2	$369K	Buy	8,404 +1,365	+19%	+$59.7K	0.26%	54
2016 Q1	$324K	Buy	+7,039	New	+$289K	0.22%	56

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

Norman Fields Gottscho Capital Management's LEN Position: Q2 2026 in Review

Norman Fields Gottscho Capital Management held its Lennar Class A (LEN) position steady in Q2 2026 at 3,607 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #57.

Norman Fields Gottscho Capital Management first reported a position in LEN in Q1 2016 and has held it in 39 quarters since. The position peaked at $2.17M in Q3 2018. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Norman Fields Gottscho Capital Management held 3,607 shares of Lennar Class A worth $326K as of Q2 2026.
Norman Fields Gottscho Capital Management left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up 0.1% of Norman Fields Gottscho Capital Management's portfolio in Q2 2026, its #57 holding.
Norman Fields Gottscho Capital Management first reported a position in Lennar Class A in Q1 2016 and has held it in 39 quarters since.
Norman Fields Gottscho Capital Management's Lennar Class A position peaked at $2.17M in Q3 2018.
933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.