Syon Capital’s Lennar Class A LEN Stock Holding History

Syon Capital’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	$543K	Sell	6,249 -1,120	-15%	-$121K	0.03%	520
2025 Q4	$758K	Sell	7,369 -182	-2%	-$22K	0.04%	398
2025 Q3	$952K	Sell	7,551 -1,325	-15%	-$164K	0.05%	270
2025 Q2	$982K	Buy	8,876 +3,226	+57%	+$350K	0.06%	219
2025 Q1	$648K	Buy	5,650 +1,090	+24%	+$136K	0.05%	263
2024 Q4	$602K	Sell	4,560 -222	-5%	-$36.1K	0.05%	248
2024 Q3	$868K	Sell	4,782 -12	-0.3%	-$2.01K	0.08%	185
2024 Q2	$696K	Buy	4,794 +43	+0.9%	+$6.54K	0.06%	205
2024 Q1	$791K	Sell	4,751 -4,668	-50%	-$702K	0.07%	196
2023 Q4	$1.36M	Buy	9,419 +5,444	+137%	+$656K	0.06%	200
2023 Q3	$432K	Buy	+3,975	New	+$466K	0.05%	205

Other funds holding LEN

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syon Capital's LEN Position: Q1 2026 in Review

Syon Capital reduced its Lennar Class A (LEN) stake by 15% in Q1 2026, selling an estimated $121K and leaving 6,249 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #520.

Syon Capital first reported a position in LEN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Syon Capital held 6,249 shares of Lennar Class A worth $543K as of Q1 2026.
Syon Capital sold 1,120 Lennar Class A shares in Q1 2026, an estimated $121K.
Lennar Class A made up 0.03% of Syon Capital's portfolio in Q1 2026, its #520 holding.
Syon Capital first reported a position in Lennar Class A in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Lennar Class A position peaked at $1.36M in Q4 2023.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.