Sivia Capital Partners’s Lennar Class A LEN Stock Holding History

Sivia Capital Partners’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	$547K	Buy	+6,049	New	+$541K	0.07%	324
2024 Q2	–	Sell	-1,623	Closed	-$270K	–	206
2024 Q1	$270K	Sell	1,623 -412	-20%	-$61.9K	0.18%	129
2023 Q4	$294K	Buy	+2,035	New	+$245K	0.22%	97

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sivia Capital Partners's LEN Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Lennar Class A (LEN) in Q2 2026: 6,049 shares worth $547K. The stake represents 0.07% of the portfolio and ranks #324 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in LEN as recently as Q1 2024.

Sivia Capital Partners first reported a position in LEN in Q4 2023 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Sivia Capital Partners held 6,049 shares of Lennar Class A worth $547K as of Q2 2026.
Lennar Class A was a new Sivia Capital Partners position in Q2 2026.
Lennar Class A made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #324 holding.
Sivia Capital Partners first reported a position in Lennar Class A in Q4 2023 and has held it in 3 quarters since.
197 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.