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Sagefield Capital’s Lennar Class A LEN Stock Holding History

Sagefield Capital’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 		$801K Buy
+8,857
New +$792K 0.06% 104
2025
Q4 		– Sell
-18,393
Closed -$2.32M – 121
2025
Q3 		$2.32M Sell
18,393
-36,344
-66% -$4.51M 0.26% 74
2025
Q2 		$6.05M Buy
+54,737
New +$5.93M 0.85% 32
2025
Q1 		– Sell
-33,529
Closed -$4.43M – 116
2024
Q4 		$4.43M Buy
+33,529
New +$5.45M 0.48% 52

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

Sagefield Capital's LEN Position: Q2 2026 in Review

Sagefield Capital opened a new position in Lennar Class A (LEN) in Q2 2026: 8,857 shares worth $801K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Sagefield Capital previously reported a position in LEN as recently as Q3 2025.

Sagefield Capital first reported a position in LEN in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.05M in Q2 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Sagefield Capital held 8,857 shares of Lennar Class A worth $801K as of Q2 2026.
  • Lennar Class A was a new Sagefield Capital position in Q2 2026.
  • Lennar Class A made up 0.06% of Sagefield Capital's portfolio in Q2 2026, its #104 holding.
  • Sagefield Capital first reported a position in Lennar Class A in Q4 2024 and has held it in 4 quarters since.
  • Sagefield Capital's Lennar Class A position peaked at $6.05M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.