Tevis Investment Management’s Lennar Class A LEN Stock Holding History

Tevis Investment 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 Q1	$1.66M	Buy	19,146 +9,977	+109%	+$1.08M	0.95%	33
2025 Q4	$1.16M	Hold	9,169	–	–	0.7%	50
2025 Q3	$1.16M	Buy	9,169 +492	+6%	+$61.1K	0.7%	50
2025 Q2	$960K	Buy	8,677 +3,763	+77%	+$408K	0.61%	53
2025 Q1	$670K	Sell	4,914 -162	-3%	-$20.2K	0.5%	59
2024 Q4	$670K	Buy	5,076 +1,400	+38%	+$228K	0.5%	59
2024 Q3	$667K	Sell	3,676 -185	-5%	-$31K	0.49%	60
2024 Q2	$560K	Buy	3,861 +1,026	+36%	+$156K	0.45%	61
2024 Q1	$472K	Buy	2,835 +323	+13%	+$48.5K	0.4%	64
2023 Q4	$362K	Buy	+2,512	New	+$303K	0.33%	69

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

Tevis Investment Management's LEN Position: Q1 2026 in Review

Tevis Investment Management increased its Lennar Class A (LEN) stake by 109% in Q1 2026, buying an estimated $1.08M and bringing the position to 19,146 shares worth $1.66M. The position accounts for 0.95% of the portfolio, ranked #33.

Tevis Investment Management first reported a position in LEN in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Tevis Investment Management held 19,146 shares of Lennar Class A worth $1.66M as of Q1 2026.
Tevis Investment Management bought 9,977 Lennar Class A shares in Q1 2026, an estimated $1.08M.
Lennar Class A made up 0.95% of Tevis Investment Management's portfolio in Q1 2026, its #33 holding.
Tevis Investment Management first reported a position in Lennar Class A in Q4 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.