Polianta Ltd’s Lennar Class A LEN Stock Holding History

Polianta Ltd’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	$1.79M	Buy	19,800 +3,700	+23%	+$331K	0.22%	53
2026 Q1	$1.4M	Buy	+16,100	New	+$1.74M	0.19%	67
2025 Q1	–	Sell	-6,818	Closed	-$900K	–	91
2024 Q4	$900K	Buy	+6,818	New	+$1.11M	0.43%	69
2024 Q2	–	Sell	-7,438	Closed	-$1.24M	–	87
2024 Q1	$1.24M	Buy	+7,438	New	+$1.12M	0.6%	19
2023 Q4	–	Sell	-9,504	Closed	-$1.03M	–	85
2023 Q3	$1.03M	Buy	+9,504	New	+$1.11M	0.51%	40
2022 Q2	–	Sell	-12,189	Closed	-$957K	–	85
2022 Q1	$957K	Buy	+12,189	New	+$1.1M	0.63%	33
2021 Q4	–	Sell	-13,636	Closed	-$1.24M	–	84
2021 Q3	$1.24M	Buy	13,636 +207	+2%	+$20.5K	0.57%	43
2021 Q2	$1.29M	Buy	+13,429	New	+$1.3M	0.67%	14
2020 Q4	–	Sell	-15,805	Closed	-$1.25M	–	79
2020 Q3	$1.25M	Buy	+15,805	New	+$1.12M	0.74%	15

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Polianta Ltd's LEN Position: Q2 2026 in Review

Polianta Ltd increased its Lennar Class A (LEN) stake by 23% in Q2 2026, buying an estimated $331K and bringing the position to 19,800 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #53.

Polianta Ltd first reported a position in LEN in Q3 2020 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Polianta Ltd held 19,800 shares of Lennar Class A worth $1.79M as of Q2 2026.
Polianta Ltd bought 3,700 Lennar Class A shares in Q2 2026, an estimated $331K.
Lennar Class A made up 0.22% of Polianta Ltd's portfolio in Q2 2026, its #53 holding.
Polianta Ltd first reported a position in Lennar Class A in Q3 2020 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.