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

Qsemble 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	$411K	Buy	+4,540	New	+$406K	0.05%	304
2026 Q1	–	Sell	-53,003	Closed	-$5.45M	–	537
2025 Q4	$5.45M	Buy	+53,003	New	+$6.4M	0.45%	63
2025 Q1	–	Sell	-21,053	Closed	-$2.78M	–	513
2024 Q4	$2.78M	Buy	+21,053	New	+$3.42M	0.37%	98
2024 Q1	–	Sell	-7,112	Closed	-$1.03M	–	478
2023 Q4	$1.03M	Buy	+7,112	New	+$857K	0.26%	140
2023 Q3	–	Sell	-5,578	Closed	-$677K	–	374
2023 Q2	$677K	Buy	+5,578	New	+$609K	0.48%	87

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Qsemble Capital Management opened a new position in Lennar Class A (LEN) in Q2 2026: 4,540 shares worth $411K. The stake represents 0.05% of the portfolio and ranks #304 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in LEN as recently as Q4 2025.

Qsemble Capital Management first reported a position in LEN in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.45M in Q4 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Qsemble Capital Management held 4,540 shares of Lennar Class A worth $411K as of Q2 2026.
Lennar Class A was a new Qsemble Capital Management position in Q2 2026.
Lennar Class A made up 0.05% of Qsemble Capital Management's portfolio in Q2 2026, its #304 holding.
Qsemble Capital Management first reported a position in Lennar Class A in Q2 2023 and has held it in 5 quarters since.
Qsemble Capital Management's Lennar Class A position peaked at $5.45M in Q4 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.