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Sage Mountain Advisors’s Lennar Class A LEN Stock Holding History

Sage Mountain Advisors’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 		– Sell
-2,700
Closed -$278K – 444
2025
Q4 		$278K Sell
2,700
-1,018
-27% -$123K 0.01% 401
2025
Q3 		$469K Buy
3,718
+878
+31% +$109K 0.03% 287
2025
Q2 		$314K Buy
2,840
+808
+40% +$87.5K 0.02% 313
2025
Q1 		$233K Sell
2,032
-98
-5% -$12.2K 0.02% 346
2024
Q4 		$281K Buy
2,130
+74
+4% +$12K 0.02% 306
2024
Q3 		$373K Buy
2,056
+340
+20% +$57K 0.03% 247
2024
Q2 		$249K Sell
1,716
-1
-0.1% -$152 0.02% 301
2024
Q1 		$286K Sell
1,717
-105
-6% -$15.8K 0.03% 248
2023
Q4 		$263K Sell
1,822
-35
-2% -$4.21K 0.03% 220
2023
Q3 		$202K Buy
1,857
+4
+0.2% +$469 0.03% 252
2023
Q2 		$225K Buy
1,853
+51
+3% +$5.57K 0.03% 229
2023
Q1 		$183K Buy
+1,802
New +$174K 0.03% 241

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

Sage Mountain Advisors's LEN Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 2,700 shares — an estimated $278K sold.

Sage Mountain Advisors first reported a position in LEN in Q1 2023 and held it in 12 quarters. The position peaked at $469K in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,700 Lennar Class A shares in Q1 2026, an estimated $278K.
  • Sage Mountain Advisors first reported a position in Lennar Class A in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Lennar Class A position peaked at $469K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.