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Sippican Capital Advisors’s Lennar Class A LEN Stock Holding History

Sippican Capital Advisors’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
Q1 		$1.45M Sell
16,660
-362
-2% -$39.1K 0.99% 42
2025
Q4 		$1.75M Sell
17,022
-99
-0.6% -$12K 1.12% 32
2025
Q3 		$2.16M Buy
17,121
+3
+0% +$372 1.43% 22
2025
Q2 		$1.89M Buy
17,118
+2
+0% +$217 1.38% 23
2025
Q1 		$1.96M Sell
17,116
-575
-3% -$71.8K 1.48% 20
2024
Q4 		$2.34M Sell
17,691
-264
-1% -$42.9K 1.7% 16
2024
Q3 		$3.26M Sell
17,955
-15
-0.1% -$2.51K 2.27% 5
2024
Q2 		$2.61M Sell
17,970
-54
-0.3% -$8.22K 2.06% 10
2024
Q1 		$3M Sell
18,024
-971
-5% -$146K 2.33% 6
2023
Q4 		$2.74M Hold
18,995
– – 2.15% 6
2023
Q3 		$2.06M Hold
18,995
– – 1.86% 11
2023
Q2 		$2.3M Sell
18,995
-338
-2% -$36.9K 2.12% 6
2023
Q1 		$1.97M Sell
19,333
-578
-3% -$55.8K 1.88% 11
2022
Q4 		$1.74M Sell
19,911
-209
-1% -$16.9K 1.67% 17
2022
Q3 		$1.45M Hold
20,120
– – 1.51% 23
2022
Q2 		$1.37M Hold
20,120
– – 1.36% 26
2022
Q1 		$1.58M Sell
20,120
-26
-0.1% -$2.34K 1.31% 30
2021
Q4 		$2.27M Sell
20,146
-156
-0.8% -$15.9K 1.92% 10
2021
Q3 		$1.84M Sell
20,302
-335
-2% -$33.2K 1.6% 18
2021
Q2 		$1.99M Sell
20,637
-259
-1% -$25K 1.73% 15
2021
Q1 		$2.05M Sell
20,896
-245
-1% -$20.6K 1.89% 10
2020
Q4 		$1.56M Sell
21,141
-780
-4% -$58.4K 1.69% 16
2020
Q3 		$1.73M Sell
21,921
-6,074
-22% -$431K 2.15% 9
2020
Q2 		$1.67M Sell
27,995
-2,412
-8% -$123K 2.25% 6
2020
Q1 		$1.12M Sell
30,407
-390
-1% -$22.1K 1.83% 17
2019
Q4 		$1.66M Sell
30,797
-2,455
-7% -$140K 1.85% 15
2019
Q3 		$1.8M Sell
33,252
-129
-0.4% -$6.29K 2.17% 7
2019
Q2 		$1.57M Sell
33,381
-930
-3% -$46.4K 1.85% 16
2019
Q1 		$1.63M Sell
34,311
-336
-1% -$15.2K 1.94% 13
2018
Q4 		$1.31M Hold
34,647
– – 1.77% 18
2018
Q3 		$1.41M Hold
34,647
– – 1.63% 23
2018
Q2 		$1.76M Sell
34,647
-258
-0.7% -$13.5K 1.76% 18
2018
Q1 		$1.99M Sell
34,905
-1,085
-3% -$65.4K 2.07% 10
2017
Q4 		$2.2M Sell
35,990
-612
-2% -$34.8K 2.15% 8
2017
Q3 		$1.84M Sell
36,602
-157
-0.4% -$7.83K 1.88% 13
2017
Q2 		$1.87M Hold
36,759
– – 2.03% 14
2017
Q1 		$1.79M Sell
36,759
-736
-2% -$33.4K 1.9% 17
2016
Q4 		$1.53M Sell
37,495
-3,887
-9% -$157K 1.6% 21
2016
Q3 		$1.67M Hold
41,382
– – 1.9% 16
2016
Q2 		$1.82M Sell
41,382
-394
-0.9% -$17.2K 2.16% 13
2016
Q1 		$1.92M Sell
41,776
-525
-1% -$21.5K 2.45% 10
2015
Q4 		$1.97M Sell
42,301
-121
-0.3% -$5.77K 2.49% 9
2015
Q3 		$1.94M Sell
42,422
-3,125
-7% -$153K 2.47% 8
2015
Q2 		$2.21M Sell
45,547
-79
-0.2% -$3.63K 2.23% 10
2015
Q1 		$2.25M Hold
45,626
– – 2.29% 10
2014
Q4 		$1.95M Sell
45,626
-16
-0% -$663 1.94% 18
2014
Q3 		$1.69M Buy
+45,642
New +$1.69M 1.71% 21

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sippican Capital Advisors's LEN Position: Q1 2026 in Review

Sippican Capital Advisors reduced its Lennar Class A (LEN) stake by 2.1% in Q1 2026, selling an estimated $39.1K and leaving 16,660 shares worth $1.45M. The position accounts for 0.99% of the portfolio, ranked #42.

Sippican Capital Advisors first reported a position in LEN in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.26M in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Sippican Capital Advisors held 16,660 shares of Lennar Class A worth $1.45M as of Q1 2026.
  • Sippican Capital Advisors sold 362 Lennar Class A shares in Q1 2026, an estimated $39.1K.
  • Lennar Class A made up 0.99% of Sippican Capital Advisors's portfolio in Q1 2026, its #42 holding.
  • Sippican Capital Advisors first reported a position in Lennar Class A in Q3 2014 and has held it in 47 quarters since.
  • Sippican Capital Advisors's Lennar Class A position peaked at $3.26M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.