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Summit Trail Advisors’s Lennar Class A LEN Stock Holding History

Summit Trail 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 		$1.17M Sell
13,440
-2,348
-15% -$254K 0.02% 865
2025
Q4 		$1.62M Sell
15,788
-2,681
-15% -$324K 0.03% 536
2025
Q3 		$2.33M Buy
18,469
+5,761
+45% +$715K 0.03% 369
2025
Q2 		$1.41M Buy
+12,708
New +$1.38M 0.02% 358
2024
Q4 		– Sell
-3,089
Closed -$561K – 602
2024
Q3 		$561K Buy
3,089
+830
+37% +$139K 0.01% 377
2024
Q2 		$328K Buy
2,259
+196
+10% +$29.8K 0.01% 467
2024
Q1 		$344K Sell
2,063
-337
-14% -$50.7K 0.01% 421
2023
Q4 		$346K Sell
2,400
-37
-2% -$4.46K 0.01% 365
2023
Q3 		$265K Buy
2,437
+3
+0.1% +$352 0.01% 411
2023
Q2 		$295K Buy
+2,434
New +$266K 0.01% 380
2018
Q1 		– Sell
-3,384
Closed -$222K – 1127
2017
Q4 		$222K Buy
+3,384
New +$192K 0.03% 395

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

Summit Trail Advisors's LEN Position: Q1 2026 in Review

Summit Trail Advisors reduced its Lennar Class A (LEN) stake by 15% in Q1 2026, selling an estimated $254K and leaving 13,440 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #865.

Summit Trail Advisors first reported a position in LEN in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.33M in Q3 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Summit Trail Advisors held 13,440 shares of Lennar Class A worth $1.17M as of Q1 2026.
  • Summit Trail Advisors sold 2,348 Lennar Class A shares in Q1 2026, an estimated $254K.
  • Lennar Class A made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #865 holding.
  • Summit Trail Advisors first reported a position in Lennar Class A in Q4 2017 and has held it in 11 quarters since.
  • Summit Trail Advisors's Lennar Class A position peaked at $2.33M in Q3 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.