Quarry LP’s Lennar Class A LEN Stock Holding History

Quarry LP’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	$72.7K	Buy	837 +439	+110%	+$47.4K	0.01%	580
2025 Q4	$40.9K	Buy	+398	New	+$48.1K	0.01%	710
2025 Q3	–	Sell	-4,477	Closed	-$495K	–	2355
2025 Q2	$495K	Buy	4,477 +3,766	+530%	+$408K	0.11%	166
2025 Q1	$81.6K	Buy	711 +454	+177%	+$56.7K	0.02%	599
2024 Q4	$34K	Buy	257 +17	+7%	+$2.76K	﹤0.01%	956
2024 Q3	$43.5K	Buy	240 +139	+138%	+$23.3K	0.01%	793
2024 Q2	$14.7K	Sell	101 -172	-63%	-$26.2K	﹤0.01%	1194
2024 Q1	$45.4K	Buy	273 +13	+5%	+$1.95K	0.01%	512
2023 Q4	$37.6K	Hold	260	–	–	0.01%	435
2023 Q3	$28.3K	Buy	260 +201	+341%	+$23.6K	0.01%	545
2023 Q2	$7.14K	Buy	+59	New	+$6.44K	﹤0.01%	902

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

Quarry LP's LEN Position: Q1 2026 in Review

Quarry LP increased its Lennar Class A (LEN) stake by 110% in Q1 2026, buying an estimated $47.4K and bringing the position to 837 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #580.

Quarry LP first reported a position in LEN in Q2 2023 and has held it in 11 quarters since. The position peaked at $495K in Q2 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Quarry LP held 837 shares of Lennar Class A worth $72.7K as of Q1 2026.
Quarry LP bought 439 Lennar Class A shares in Q1 2026, an estimated $47.4K.
Lennar Class A made up 0.01% of Quarry LP's portfolio in Q1 2026, its #580 holding.
Quarry LP first reported a position in Lennar Class A in Q2 2023 and has held it in 11 quarters since.
Quarry LP's Lennar Class A position peaked at $495K in Q2 2025.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.