OP Asset Management’s Lennar Class A LEN Stock Holding History

OP Asset 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	$2.09M	Buy	23,062 +625	+3%	+$55.9K	0.02%	462
2026 Q1	$1.95M	Sell	22,437 -3,731	-14%	-$403K	0.02%	461
2025 Q4	$2.69M	Buy	26,168 +550	+2%	+$66.4K	0.03%	364
2025 Q3	$3.23M	Buy	25,618 +736	+3%	+$91.4K	0.04%	330
2025 Q2	$2.75M	Sell	24,882 -509	-2%	-$55.1K	0.04%	350
2025 Q1	$2.91M	Buy	+25,391	New	+$3.17M	0.05%	326

Other funds holding LEN

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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) 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

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

OP Asset Management's LEN Position: Q2 2026 in Review

OP Asset Management increased its Lennar Class A (LEN) stake by 2.8% in Q2 2026, buying an estimated $55.9K and bringing the position to 23,062 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #462.

OP Asset Management first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.23M in Q3 2025. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

OP Asset Management held 23,062 shares of Lennar Class A worth $2.09M as of Q2 2026.
OP Asset Management bought 625 Lennar Class A shares in Q2 2026, an estimated $55.9K.
Lennar Class A made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #462 holding.
OP Asset Management first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Lennar Class A position peaked at $3.23M in Q3 2025.
352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.