SeaBridge Investment Advisors’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $673K | Sell |
7,437
-1,267
| -15% | -$113K | 0.1% | 125 |
|
|
2026
Q1 | $756K | Sell |
8,704
-371
| -4% | -$40.1K | 0.13% | 114 |
|
|
2025
Q4 | $933K | Sell |
9,075
-147
| -2% | -$17.8K | 0.15% | 108 |
|
|
2025
Q3 | $1.16M | Buy |
+9,222
| New | +$1.14M | 0.19% | 98 |
|
|
2020
Q4 | – | Sell |
-1,653
| Closed | -$131K | – | 198 |
|
|
2020
Q3 | $131K | Hold |
1,653
| – | – | 0.05% | 134 |
|
|
2020
Q2 | $99K | Hold |
1,653
| – | – | 0.04% | 146 |
|
|
2020
Q1 | $61K | Buy |
1,653
+248
| +18% | +$14K | 0.03% | 155 |
|
|
2019
Q4 | $76K | Hold |
1,405
| – | – | 0.03% | 158 |
|
|
2019
Q3 | $76K | Hold |
1,405
| – | – | 0.03% | 158 |
|
|
2019
Q2 | $66K | Hold |
1,405
| – | – | 0.02% | 173 |
|
|
2019
Q1 | $67K | Hold |
1,405
| – | – | 0.02% | 169 |
|
|
2018
Q4 | $53K | Buy |
1,405
+1,033
| +278% | +$42.1K | 0.02% | 171 |
|
|
2018
Q3 | $17K | Hold |
372
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $19K | Sell |
372
-448
| -55% | -$23.5K | ﹤0.01% | 207 |
|
|
2018
Q1 | $47K | Sell |
820
-207
| -20% | -$12.5K | 0.01% | 167 |
|
|
2017
Q4 | $63K | Sell |
1,027
-17
| -2% | -$966 | 0.01% | 162 |
|
|
2017
Q3 | $52K | Sell |
1,044
-1,177
| -53% | -$58.7K | 0.01% | 170 |
|
|
2017
Q2 | $113K | Hold |
2,221
| – | – | 0.03% | 159 |
|
|
2017
Q1 | $108K | Buy |
2,221
+272
| +14% | +$12.3K | 0.03% | 157 |
|
|
2016
Q4 | $80K | Hold |
1,949
| – | – | 0.02% | 163 |
|
|
2016
Q3 | $79K | Sell |
1,949
-367
| -16% | -$16.3K | 0.02% | 159 |
|
|
2016
Q2 | $102K | Sell |
2,316
-76,994
| -97% | -$3.37M | 0.03% | 156 |
|
|
2016
Q1 | $3.65M | Sell |
79,310
-4,523
| -5% | -$186K | 0.89% | 43 |
|
|
2015
Q4 | $3.9M | Buy |
83,833
+4,213
| +5% | +$201K | 0.87% | 50 |
|
|
2015
Q3 | $3.65M | Buy |
79,620
+53,437
| +204% | +$2.62M | 0.85% | 50 |
|
|
2015
Q2 | $1.27M | Buy |
26,183
+5,788
| +28% | +$266K | 0.26% | 86 |
|
|
2015
Q1 | $1.01M | Buy |
20,395
+69
| +0.3% | +$3.14K | 0.2% | 95 |
|
|
2014
Q4 | $867K | Buy |
20,326
+4,738
| +30% | +$196K | 0.18% | 102 |
|
|
2014
Q3 | $576K | Sell |
15,588
-420
| -3% | -$15.6K | 0.13% | 110 |
|
|
2014
Q2 | $640K | Buy |
16,008
+493
| +3% | +$18.7K | 0.13% | 109 |
|
|
2014
Q1 | $585K | Buy |
15,515
+189
| +1% | +$7.22K | 0.13% | 101 |
|
|
2013
Q4 | $577K | Sell |
15,326
-396
| -3% | -$13.4K | 0.13% | 107 |
|
|
2013
Q3 | $530K | Buy |
15,722
+1,613
| +11% | +$52.3K | 0.13% | 115 |
|
|
2013
Q2 | $484K | Buy |
+14,109
| New | +$536K | 0.13% | 115 |
|
Other funds holding LEN
GA
AACR
AWM
OAM
SeaBridge Investment Advisors's LEN Position: Q2 2026 in Review
SeaBridge Investment Advisors reduced its Lennar Class A (LEN) stake by 15% in Q2 2026, selling an estimated $113K and leaving 7,437 shares worth $673K. The position accounts for 0.1% of the portfolio, ranked #125.
SeaBridge Investment Advisors first reported a position in LEN in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.9M in Q4 2015. 488 funds tracked by Wall St. Rank hold LEN as of Q2 2026.
- SeaBridge Investment Advisors held 7,437 shares of Lennar Class A worth $673K as of Q2 2026.
- SeaBridge Investment Advisors sold 1,267 Lennar Class A shares in Q2 2026, an estimated $113K.
- Lennar Class A made up 0.1% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #125 holding.
- SeaBridge Investment Advisors first reported a position in Lennar Class A in Q2 2013 and has held it in 34 quarters since.
- SeaBridge Investment Advisors's Lennar Class A position peaked at $3.9M in Q4 2015.
- 488 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.
Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.