Pointe Capital Management’s Lennar Class A LEN Stock Holding History

Pointe Capital 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 Q1	$246K	Hold	2,838	–	–	0.12%	136
2025 Q4	$292K	Hold	2,838	–	–	0.14%	123
2025 Q3	$358K	Hold	2,838	–	–	0.17%	119
2025 Q2	$314K	Hold	2,838	–	–	0.16%	122
2025 Q1	$326K	Sell	2,838 -94	-3%	-$11.7K	0.19%	116
2024 Q4	$387K	Sell	2,932 -141	-5%	-$22.9K	0.22%	107
2024 Q3	$558K	Hold	3,073	–	–	0.33%	82
2024 Q2	$446K	Hold	3,073	–	–	0.28%	93
2024 Q1	$512K	Hold	3,073	–	–	0.31%	84
2023 Q4	$443K	Hold	3,073	–	–	0.31%	86
2023 Q3	$334K	Hold	3,073	–	–	0.25%	100
2023 Q2	$373K	Hold	3,073	–	–	0.28%	98
2023 Q1	$313K	Sell	3,073 -734	-19%	-$70.9K	0.22%	114
2022 Q4	$333K	Sell	3,807 -244	-6%	-$19.8K	0.26%	103
2022 Q3	$292K	Hold	4,051	–	–	0.23%	107
2022 Q2	$277K	Hold	4,051	–	–	0.21%	115
2022 Q1	$318K	Hold	4,051	–	–	0.2%	121
2021 Q4	$456K	Hold	4,051	–	–	0.28%	92
2021 Q3	$367K	Hold	4,051	–	–	0.25%	103
2021 Q2	$390K	Hold	4,051	–	–	0.27%	101
2021 Q1	$397K	Buy	4,051 +59	+1%	+$4.96K	0.28%	90
2020 Q4	$294K	Sell	3,992 -1,446	-27%	-$108K	0.25%	106
2020 Q3	$430K	Hold	5,438	–	–	0.38%	74
2020 Q2	$324K	Hold	5,438	–	–	0.29%	98
2020 Q1	$201K	Hold	5,438	–	–	0.2%	115
2019 Q4	$294K	Hold	5,438	–	–	0.25%	107
2019 Q3	$2.94M	Hold	5,438	–	–	2.49%	7
2019 Q2	$255K	Hold	5,438	–	–	0.21%	121
2019 Q1	$258K	Hold	5,438	–	–	0.22%	122
2018 Q4	$206K	Sell	5,438 -184	-3%	-$7.5K	0.2%	132
2018 Q3	$254K	Hold	5,622	–	–	0.2%	135
2018 Q2	$286K	Sell	5,622 -1,291	-19%	-$67.6K	0.25%	114
2018 Q1	$394K	Hold	6,913	–	–	0.34%	89
2017 Q4	$423K	Sell	6,913 -254	-4%	-$14.4K	0.34%	89
2017 Q3	$360K	Hold	7,167	–	–	0.27%	108
2017 Q2	$364K	Sell	7,167 -1,034	-13%	-$50.9K	0.26%	107
2017 Q1	$400K	Buy	+8,201	New	+$372K	0.31%	101
2016 Q4	–	Sell	-9,428	Closed	-$380K	–	202
2016 Q3	$380K	Sell	9,428 -43	-0.5%	-$1.91K	0.28%	109
2016 Q2	$416K	Sell	9,471 -410	-4%	-$17.9K	0.3%	99
2016 Q1	$455K	Hold	9,881	–	–	0.36%	87
2015 Q4	$460K	Buy	9,881 +1,314	+15%	+$62.6K	0.33%	88
2015 Q3	$393K	Hold	8,567	–	–	0.24%	107
2015 Q2	$416K	Buy	8,567 +2,757	+47%	+$127K	0.19%	114
2015 Q1	$287K	Buy	+5,810	New	+$265K	0.13%	131

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pointe Capital Management's LEN Position: Q1 2026 in Review

Pointe Capital Management held its Lennar Class A (LEN) position steady in Q1 2026 at 2,838 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #136.

Pointe Capital Management first reported a position in LEN in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.94M in Q3 2019. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Pointe Capital Management held 2,838 shares of Lennar Class A worth $246K as of Q1 2026.
Pointe Capital Management left its Lennar Class A share count unchanged in Q1 2026.
Lennar Class A made up 0.12% of Pointe Capital Management's portfolio in Q1 2026, its #136 holding.
Pointe Capital Management first reported a position in Lennar Class A in Q1 2015 and has held it in 44 quarters since.
Pointe Capital Management's Lennar Class A position peaked at $2.94M in Q3 2019.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.