Transcend Capital Advisors’s Lennar Class A LEN Stock Holding History

Transcend Capital 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 Q1	$558K	Buy	6,426 +2,245	+54%	+$243K	0.04%	353
2025 Q4	$430K	Buy	4,181 +423	+11%	+$51.1K	0.03%	400
2025 Q3	$474K	Buy	3,758 +141	+4%	+$17.5K	0.03%	382
2025 Q2	$400K	Buy	3,617 +1,292	+56%	+$140K	0.03%	375
2025 Q1	$267K	Sell	2,325 -174	-7%	-$21.7K	0.02%	499
2024 Q4	$330K	Sell	2,499 -1,787	-42%	-$290K	0.02%	422
2024 Q3	$778K	Buy	4,286 +368	+9%	+$61.6K	0.05%	306
2024 Q2	$569K	Buy	3,918 +579	+17%	+$88.1K	0.04%	327
2024 Q1	$556K	Buy	+3,339	New	+$502K	0.04%	302

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

Transcend Capital Advisors's LEN Position: Q1 2026 in Review

Transcend Capital Advisors increased its Lennar Class A (LEN) stake by 54% in Q1 2026, buying an estimated $243K and bringing the position to 6,426 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #353.

Transcend Capital Advisors first reported a position in LEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $778K in Q3 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Transcend Capital Advisors held 6,426 shares of Lennar Class A worth $558K as of Q1 2026.
Transcend Capital Advisors bought 2,245 Lennar Class A shares in Q1 2026, an estimated $243K.
Lennar Class A made up 0.04% of Transcend Capital Advisors's portfolio in Q1 2026, its #353 holding.
Transcend Capital Advisors first reported a position in Lennar Class A in Q1 2024 and has held it in 9 quarters since.
Transcend Capital Advisors's Lennar Class A position peaked at $778K in Q3 2024.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

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