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Sapient Capital’s Lennar Class A LEN Stock Holding History

Sapient 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 		– Sell
-115,560
Closed -$10M – 449
2026
Q1 		$10M Sell
115,560
-109,057
-49% -$11.8M 0.15% 84
2025
Q4 		$23.3M Sell
224,617
-208
-0.1% -$25.1K 0.33% 49
2025
Q3 		$28.7M Sell
224,825
-7,589
-3% -$942K 0.44% 44
2025
Q2 		$25.7M Buy
232,414
+124,273
+115% +$13.5M 0.46% 47
2025
Q1 		$12.4M Sell
108,141
-3,510
-3% -$438K 0.24% 72
2024
Q4 		$14.7M Buy
111,651
+1,303
+1% +$212K 0.28% 65
2024
Q3 		$20M Buy
110,348
+489
+0.4% +$81.9K 0.4% 50
2024
Q2 		$15.9M Buy
109,859
+85
+0.1% +$12.9K 0.33% 58
2024
Q1 		$18.3M Buy
109,774
+1,991
+2% +$299K 0.4% 53
2023
Q4 		$15.6M Buy
+107,783
New +$13M 0.4% 57

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

Sapient Capital's LEN Position: Q2 2026 in Review

Sapient Capital sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 115,560 shares — an estimated $10M sold.

Sapient Capital first reported a position in LEN in Q4 2023 and held it in 10 quarters. The position peaked at $28.7M in Q3 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Sapient Capital reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Sapient Capital sold 115,560 Lennar Class A shares in Q2 2026, an estimated $10M.
  • Sapient Capital first reported a position in Lennar Class A in Q4 2023 and held it in 10 quarters.
  • Sapient Capital's Lennar Class A position peaked at $28.7M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.