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Oak Thistle LLC’s Lennar Class A LEN Stock Holding History

Oak Thistle LLC’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 		– Sell
-23,358
Closed -$2.03M – 564
2026
Q1 		$2.03M Buy
23,358
+15,014
+180% +$1.62M 0.2% 210
2025
Q4 		$858K Buy
+8,344
New +$1.01M 0.12% 349
2025
Q3 		– Sell
-12,822
Closed -$1.42M – 566
2025
Q2 		$1.42M Buy
12,822
+5,764
+82% +$625K 0.21% 182
2025
Q1 		$810K Buy
+7,058
New +$881K 0.16% 228
2023
Q2 		– Sell
-4,045
Closed -$412K – 459
2023
Q1 		$412K Buy
+4,045
New +$391K 0.24% 191
2022
Q1 		– Sell
-3,776
Closed -$425K – 458
2021
Q4 		$425K Buy
+3,776
New +$386K 0.33% 129

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

Oak Thistle LLC's LEN Position: Q2 2026 in Review

Oak Thistle LLC sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 23,358 shares — an estimated $2.03M sold.

Oak Thistle LLC first reported a position in LEN in Q4 2021 and held it in 6 quarters. The position peaked at $2.03M in Q1 2026. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Oak Thistle LLC reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 23,358 Lennar Class A shares in Q2 2026, an estimated $2.03M.
  • Oak Thistle LLC first reported a position in Lennar Class A in Q4 2021 and held it in 6 quarters.
  • Oak Thistle LLC's Lennar Class A position peaked at $2.03M in Q1 2026.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.