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Oakcliff Capital Partners’s Lennar Class A LEN Stock Holding History

Oakcliff Capital Partners’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 		$10.7M Hold
118,000
– – 3.98% 8
2026
Q1 		$10.2M Hold
118,000
– – 4.52% 8
2025
Q4 		$12.1M Hold
118,000
– – 5.2% 8
2025
Q3 		$14.9M Hold
118,000
– – 6.42% 7
2025
Q2 		$13.1M Buy
118,000
+14,000
+13% +$1.52M 6.52% 7
2025
Q1 		$11.9M Buy
+104,000
New +$13M 6.29% 9

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

Oakcliff Capital Partners's LEN Position: Q2 2026 in Review

Oakcliff Capital Partners held its Lennar Class A (LEN) position steady in Q2 2026 at 118,000 shares worth $10.7M. The position accounts for 3.98% of the portfolio, ranked #8.

Oakcliff Capital Partners first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.9M in Q3 2025. 933 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Oakcliff Capital Partners held 118,000 shares of Lennar Class A worth $10.7M as of Q2 2026.
  • Oakcliff Capital Partners left its Lennar Class A share count unchanged in Q2 2026.
  • Lennar Class A made up 3.98% of Oakcliff Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Oakcliff Capital Partners first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
  • Oakcliff Capital Partners's Lennar Class A position peaked at $14.9M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Oakcliff Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.