Opal Capital’s Lennar Class A LEN Stock Holding History

Opal Capital’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	-53,032	Closed	-$4.61M	–	144
2026 Q1	$4.61M	Buy	53,032 +29,435	+125%	+$3.18M	0.82%	49
2025 Q4	$2.43M	Buy	+23,597	New	+$2.85M	0.61%	53

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

Opal Capital's LEN Position: Q2 2026 in Review

Opal Capital sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 53,032 shares — an estimated $4.61M sold.

Opal Capital first reported a position in LEN in Q4 2025 and held it in 2 quarters. The position peaked at $4.61M in Q1 2026. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Opal Capital reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Opal Capital sold 53,032 Lennar Class A shares in Q2 2026, an estimated $4.61M.
Opal Capital first reported a position in Lennar Class A in Q4 2025 and held it in 2 quarters.
Opal Capital's Lennar Class A position peaked at $4.61M in Q1 2026.
935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Opal Capital's 13F filing for Q2 2026, filed 5 Aug 2026.