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Sagewood Asset Management’s Lennar Class A LEN Stock Holding History

Sagewood Asset 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 		$271K Buy
2,997
+651
+28% +$58.2K 0.06% 336
2026
Q1 		$204K Buy
+2,346
New +$254K 0.06% 318

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

Sagewood Asset Management's LEN Position: Q2 2026 in Review

Sagewood Asset Management increased its Lennar Class A (LEN) stake by 28% in Q2 2026, buying an estimated $58.2K and bringing the position to 2,997 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #336.

Sagewood Asset Management first reported a position in LEN in Q1 2026 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Sagewood Asset Management held 2,997 shares of Lennar Class A worth $271K as of Q2 2026.
  • Sagewood Asset Management bought 651 Lennar Class A shares in Q2 2026, an estimated $58.2K.
  • Lennar Class A made up 0.06% of Sagewood Asset Management's portfolio in Q2 2026, its #336 holding.
  • Sagewood Asset Management first reported a position in Lennar Class A in Q1 2026 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.