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

QRG 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 Q2	$6.7M	Sell	74,083 -669	-0.9%	-$59.8K	0.06%	262
2026 Q1	$6.49M	Buy	74,752 +4,531	+6%	+$490K	0.07%	246
2025 Q4	$7.22M	Sell	70,221 -2,694	-4%	-$325K	0.08%	204
2025 Q3	$9.19M	Sell	72,915 -52,122	-42%	-$6.47M	0.11%	169
2025 Q2	$13.8M	Sell	125,037 -48,372	-28%	-$5.24M	0.12%	177
2025 Q1	$19.9M	Sell	173,409 -91,174	-34%	-$11.4M	0.21%	105
2024 Q4	$34.9M	Sell	264,583 -1,797	-0.7%	-$292K	0.36%	53
2024 Q3	$48.3M	Sell	266,380 -2,835	-1%	-$475K	0.52%	33
2024 Q2	$39.1M	Buy	269,215 +31,269	+13%	+$4.76M	0.46%	42
2024 Q1	$39.6M	Buy	237,946 +9,589	+4%	+$1.44M	0.5%	42
2023 Q4	$32.9M	Buy	228,357 +5,907	+3%	+$711K	0.49%	38
2023 Q3	$24.2M	Buy	+222,450	New	+$26.1M	0.42%	51

Other funds holding LEN

SIC

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

QRG Capital Management's LEN Position: Q2 2026 in Review

QRG Capital Management reduced its Lennar Class A (LEN) stake by 0.89% in Q2 2026, selling an estimated $59.8K and leaving 74,083 shares worth $6.7M. The position accounts for 0.06% of the portfolio, ranked #262.

QRG Capital Management first reported a position in LEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.3M in Q3 2024. 217 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

QRG Capital Management held 74,083 shares of Lennar Class A worth $6.7M as of Q2 2026.
QRG Capital Management sold 669 Lennar Class A shares in Q2 2026, an estimated $59.8K.
Lennar Class A made up 0.06% of QRG Capital Management's portfolio in Q2 2026, its #262 holding.
QRG Capital Management first reported a position in Lennar Class A in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's Lennar Class A position peaked at $48.3M in Q3 2024.
217 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.