Telos Capital Management’s Lennar Class A LEN Stock Holding History

Telos Capital Management’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	$207K	Buy	+2,284	New	+$204K	0.02%	199
2026 Q1	–	Sell	-2,267	Closed	-$233K	–	197
2025 Q4	$233K	Sell	2,267 -31	-1%	-$3.74K	0.02%	184
2025 Q3	$290K	Sell	2,298 -12	-0.5%	-$1.49K	0.03%	166
2025 Q2	$255K	Hold	2,310	–	–	0.03%	179
2025 Q1	$265K	Sell	2,310 -183	-7%	-$22.9K	0.03%	172
2024 Q4	$329K	Sell	2,493 -9	-0.4%	-$1.46K	0.04%	164
2024 Q3	$454K	Hold	2,502	–	–	0.05%	151
2024 Q2	$363K	Sell	2,502 -2	-0.1%	-$304	0.04%	158
2024 Q1	$417K	Sell	2,504 -29	-1%	-$4.36K	0.05%	150
2023 Q4	$365K	Sell	2,533 -34	-1%	-$4.09K	0.04%	157
2023 Q3	$279K	Hold	2,567	–	–	0.04%	162
2023 Q2	$311K	Sell	2,567 -65	-2%	-$7.09K	0.04%	164
2023 Q1	$268K	Sell	2,632 -86	-3%	-$8.3K	0.04%	170
2022 Q4	$238K	Buy	+2,718	New	+$220K	0.03%	175
2022 Q1	–	Sell	-2,112	Closed	-$238K	–	193
2021 Q4	$238K	Buy	+2,112	New	+$216K	0.03%	177
2021 Q3	–	Sell	-2,216	Closed	-$213K	–	185
2021 Q2	$213K	Buy	2,216 +44	+2%	+$4.25K	0.03%	178
2021 Q1	$213K	Buy	+2,172	New	+$183K	0.03%	173
2020 Q4	–	Sell	-2,926	Closed	-$231K	–	175
2020 Q3	$231K	Buy	+2,926	New	+$208K	0.04%	155

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Telos Capital Management's LEN Position: Q2 2026 in Review

Telos Capital Management opened a new position in Lennar Class A (LEN) in Q2 2026: 2,284 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Telos Capital Management previously reported a position in LEN as recently as Q4 2025.

Telos Capital Management first reported a position in LEN in Q3 2020 and has held it in 18 quarters since. The position peaked at $454K in Q3 2024. 228 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Telos Capital Management held 2,284 shares of Lennar Class A worth $207K as of Q2 2026.
Lennar Class A was a new Telos Capital Management position in Q2 2026.
Lennar Class A made up 0.02% of Telos Capital Management's portfolio in Q2 2026, its #199 holding.
Telos Capital Management first reported a position in Lennar Class A in Q3 2020 and has held it in 18 quarters since.
Telos Capital Management's Lennar Class A position peaked at $454K in Q3 2024.
228 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.