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 Q2	$2.31M	Buy	25,542 +12,102	+90%	+$1.08M	0.03%	518
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 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 $3.37T AUM 44.26% 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

Summit Trail Advisors's LEN Position: Q2 2026 in Review

Summit Trail Advisors increased its Lennar Class A (LEN) stake by 90% in Q2 2026, buying an estimated $1.08M and bringing the position to 25,542 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #518.

Summit Trail Advisors first reported a position in LEN in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.33M in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Summit Trail Advisors held 25,542 shares of Lennar Class A worth $2.31M as of Q2 2026.
Summit Trail Advisors bought 12,102 Lennar Class A shares in Q2 2026, an estimated $1.08M.
Lennar Class A made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #518 holding.
Summit Trail Advisors first reported a position in Lennar Class A in Q4 2017 and has held it in 12 quarters since.
Summit Trail Advisors's Lennar Class A position peaked at $2.33M in Q3 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.