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Summitry LLC’s Lennar Class A LEN Stock Holding History

Summitry LLC’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 		$290K Buy
3,207
+593
+23% +$53K 0.01% 254
2026
Q1 		$227K Sell
2,614
-754
-22% -$81.5K 0.01% 259
2025
Q4 		$346K Buy
3,368
+816
+32% +$98.5K 0.01% 160
2025
Q3 		$322K Buy
+2,552
New +$317K 0.01% 145

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summitry LLC's LEN Position: Q2 2026 in Review

Summitry LLC increased its Lennar Class A (LEN) stake by 23% in Q2 2026, buying an estimated $53K and bringing the position to 3,207 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #254.

Summitry LLC first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Summitry LLC held 3,207 shares of Lennar Class A worth $290K as of Q2 2026.
  • Summitry LLC bought 593 Lennar Class A shares in Q2 2026, an estimated $53K.
  • Lennar Class A made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #254 holding.
  • Summitry LLC first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
  • Summitry LLC's Lennar Class A position peaked at $346K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.