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Ritholtz Wealth Management’s Lennar Class A LEN Stock Holding History

Ritholtz Wealth 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 		$362K Buy
4,003
+1,077
+37% +$96.3K 0.01% 976
2026
Q1 		$254K Buy
2,926
+150
+5% +$16.2K ﹤0.01% 1046
2025
Q4 		$285K Sell
2,776
-190
-6% -$22.9K 0.01% 915
2025
Q3 		$374K Buy
2,966
+917
+45% +$114K 0.01% 767
2025
Q2 		$227K Sell
2,049
-1,596
-44% -$173K 0.01% 883
2025
Q1 		$418K Sell
3,645
-2,342
-39% -$292K 0.01% 642
2024
Q4 		$790K Sell
5,987
-1,429
-19% -$232K 0.02% 436
2024
Q3 		$1.35M Sell
7,416
-438
-6% -$73.4K 0.04% 309
2024
Q2 		$1.14M Sell
7,854
-534
-6% -$81.3K 0.04% 323
2024
Q1 		$1.4M Buy
8,388
+1,140
+16% +$171K 0.05% 269
2023
Q4 		$1.05M Buy
7,248
+2,361
+48% +$284K 0.04% 301
2023
Q3 		$531K Buy
+4,887
New +$573K 0.02% 441
2022
Q4 		– Sell
-4,756
Closed -$343K – 667
2022
Q3 		$343K Buy
+4,756
New +$369K 0.02% 505
2022
Q2 		– Sell
-2,573
Closed -$202K – 572
2022
Q1 		$202K Sell
2,573
-2,361
-48% -$213K 0.01% 511
2021
Q4 		$555K Sell
4,934
-339
-6% -$34.7K 0.03% 280
2021
Q3 		$478K Sell
5,273
-72
-1% -$7.13K 0.03% 280
2021
Q2 		$514K Buy
5,345
+689
+15% +$66.6K 0.04% 248
2021
Q1 		$456K Buy
4,656
+1,494
+47% +$126K 0.04% 225
2020
Q4 		$233K Buy
3,162
+302
+11% +$22.6K 0.02% 305
2020
Q3 		$226K Buy
+2,860
New +$203K 0.03% 252

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's LEN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Lennar Class A (LEN) stake by 37% in Q2 2026, buying an estimated $96.3K and bringing the position to 4,003 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #976.

Ritholtz Wealth Management first reported a position in LEN in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.4M in Q1 2024. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Ritholtz Wealth Management held 4,003 shares of Lennar Class A worth $362K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,077 Lennar Class A shares in Q2 2026, an estimated $96.3K.
  • Lennar Class A made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #976 holding.
  • Ritholtz Wealth Management first reported a position in Lennar Class A in Q3 2020 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's Lennar Class A position peaked at $1.4M in Q1 2024.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.