Shay Capital’s Lennar Class A LEN Stock Holding History

Shay 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	$208K	Buy	+2,300	New	+$206K	0.01%	403
2023 Q3	–	Sell	-3,925	Closed	-$476K	–	429
2023 Q2	$476K	Buy	+3,925	New	+$428K	0.07%	177
2022 Q3	–	Sell	-10,330	Closed	-$706K	–	428
2022 Q2	$706K	Buy	+10,330	New	+$757K	0.14%	153

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shay Capital's LEN Position: Q2 2026 in Review

Shay Capital opened a new position in Lennar Class A (LEN) in Q2 2026: 2,300 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Shay Capital previously reported a position in LEN as recently as Q2 2023.

Shay Capital first reported a position in LEN in Q2 2022 and has held it in 3 quarters since. The position peaked at $706K in Q2 2022. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Shay Capital held 2,300 shares of Lennar Class A worth $208K as of Q2 2026.
Lennar Class A was a new Shay Capital position in Q2 2026.
Lennar Class A made up 0.01% of Shay Capital's portfolio in Q2 2026, its #403 holding.
Shay Capital first reported a position in Lennar Class A in Q2 2022 and has held it in 3 quarters since.
Shay Capital's Lennar Class A position peaked at $706K in Q2 2022.
939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

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