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&Partners’s Lennar Class A LEN Stock Holding History

&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
Q1 		$3.79M Buy
43,634
+12,298
+39% +$1.33M 0.02% 626
2025
Q4 		$3.22M Buy
31,336
+6,410
+26% +$774K 0.02% 655
2025
Q3 		$3.14M Buy
24,926
+2,960
+13% +$367K 0.02% 577
2025
Q2 		$2.44M Buy
21,966
+5,443
+33% +$590K 0.02% 592
2025
Q1 		$1.89M Buy
16,523
+6,625
+67% +$827K 0.02% 562
2024
Q4 		$1.3M Buy
9,898
+3,736
+61% +$607K 0.02% 660
2024
Q3 		$1.12M Buy
6,162
+4,259
+224% +$713K 0.02% 537
2024
Q2 		$276K Buy
+1,903
New +$290K 0.01% 738

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's LEN Position: Q1 2026 in Review

&Partners increased its Lennar Class A (LEN) stake by 39% in Q1 2026, buying an estimated $1.33M and bringing the position to 43,634 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #626.

&Partners first reported a position in LEN in Q2 2024 and has held it in 8 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • &Partners held 43,634 shares of Lennar Class A worth $3.79M as of Q1 2026.
  • &Partners bought 12,298 Lennar Class A shares in Q1 2026, an estimated $1.33M.
  • Lennar Class A made up 0.02% of &Partners's portfolio in Q1 2026, its #626 holding.
  • &Partners first reported a position in Lennar Class A in Q2 2024 and has held it in 8 quarters since.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.