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Portfolio Design Labs’s Lennar Class A LEN Stock Holding History

Portfolio Design Labs’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 		$991K Sell
11,410
-458
-4% -$49.5K 0.18% 129
2025
Q4 		$1.22M Buy
11,868
+582
+5% +$70.3K 0.2% 128
2025
Q3 		$1.42M Buy
+11,286
New +$1.4M 0.24% 104

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

Portfolio Design Labs's LEN Position: Q1 2026 in Review

Portfolio Design Labs reduced its Lennar Class A (LEN) stake by 3.9% in Q1 2026, selling an estimated $49.5K and leaving 11,410 shares worth $991K. The position accounts for 0.18% of the portfolio, ranked #129.

Portfolio Design Labs first reported a position in LEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Portfolio Design Labs held 11,410 shares of Lennar Class A worth $991K as of Q1 2026.
  • Portfolio Design Labs sold 458 Lennar Class A shares in Q1 2026, an estimated $49.5K.
  • Lennar Class A made up 0.18% of Portfolio Design Labs's portfolio in Q1 2026, its #129 holding.
  • Portfolio Design Labs first reported a position in Lennar Class A in Q3 2025 and has held it in 3 quarters since.
  • Portfolio Design Labs's Lennar Class A position peaked at $1.42M in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.