Treasurer of the State of North Carolina’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.98M | Buy |
91,911
+2,271
| +3% | +$245K | 0.03% | 486 |
|
|
2025
Q4 | $9.21M | Sell |
89,640
-11,004
| -11% | -$1.33M | 0.03% | 448 |
|
|
2025
Q3 | $12.7M | Sell |
100,644
-6,033
| -6% | -$749K | 0.04% | 377 |
|
|
2025
Q2 | $11.8M | Buy |
106,677
+1,421
| +1% | +$154K | 0.04% | 401 |
|
|
2025
Q1 | $12.1M | Sell |
105,256
-1,593
| -1% | -$199K | 0.05% | 341 |
|
|
2024
Q4 | $14.1M | Sell |
106,849
-1,322
| -1% | -$215K | 0.06% | 313 |
|
|
2024
Q3 | $19.6M | Sell |
108,171
-48,847
| -31% | -$8.18M | 0.08% | 227 |
|
|
2024
Q2 | $22.8M | Buy |
157,018
+29,476
| +23% | +$4.49M | 0.1% | 184 |
|
|
2024
Q1 | $21.2M | Sell |
127,542
-543
| -0.4% | -$81.6K | 0.09% | 197 |
|
|
2023
Q4 | $18.5M | Sell |
128,085
-443
| -0.3% | -$53.4K | 0.09% | 221 |
|
|
2023
Q3 | $14M | Buy |
128,528
+3,379
| +3% | +$396K | 0.08% | 263 |
|
|
2023
Q2 | $15.2M | Sell |
125,149
-944
| -0.7% | -$103K | 0.08% | 251 |
|
|
2023
Q1 | $12.8M | Buy |
126,093
+21
| +0% | +$2.03K | 0.07% | 279 |
|
|
2022
Q4 | $11M | Buy |
126,072
+14,636
| +13% | +$1.19M | 0.07% | 306 |
|
|
2022
Q3 | $8.04M | Sell |
111,436
-145
| -0.1% | -$11.3K | 0.05% | 356 |
|
|
2022
Q2 | $7.62M | Buy |
111,581
+13,534
| +14% | +$992K | 0.05% | 382 |
|
|
2022
Q1 | $7.7M | Sell |
98,047
-6,003
| -6% | -$541K | 0.04% | 391 |
|
|
2021
Q4 | $11.7M | Sell |
104,050
-1,085
| -1% | -$111K | 0.06% | 291 |
|
|
2021
Q3 | $9.53M | Buy |
105,135
+3,388
| +3% | +$335K | 0.06% | 329 |
|
|
2021
Q2 | $9.79M | Sell |
101,747
-5,083
| -5% | -$491K | 0.06% | 317 |
|
|
2021
Q1 | $10.5M | Sell |
106,830
-351
| -0.3% | -$29.5K | 0.07% | 280 |
|
|
2020
Q4 | $7.91M | Buy |
107,181
+372
| +0.3% | +$27.9K | 0.05% | 333 |
|
|
2020
Q3 | $8.45M | Sell |
106,809
-186
| -0.2% | -$13.2K | 0.06% | 283 |
|
|
2020
Q2 | $6.38M | Sell |
106,995
-14,999
| -12% | -$766K | 0.05% | 328 |
|
|
2020
Q1 | $4.51M | Buy |
121,994
+48,892
| +67% | +$2.77M | 0.04% | 389 |
|
|
2019
Q4 | $3.95M | Sell |
73,102
-889
| -1% | -$50.7K | 0.03% | 376 |
|
|
2019
Q3 | $4M | Sell |
73,991
-62,545
| -46% | -$3.05M | 0.04% | 353 |
|
|
2019
Q2 | $6.41M | Buy |
136,536
+3,306
| +2% | +$165K | 0.04% | 384 |
|
|
2019
Q1 | $6.33M | Sell |
133,230
-1,506
| -1% | -$68.1K | 0.04% | 376 |
|
|
2018
Q4 | $5.11M | Buy |
134,736
+6,099
| +5% | +$249K | 0.04% | 404 |
|
|
2018
Q3 | $5.81M | Buy |
128,637
+50,282
| +64% | +$2.53M | 0.04% | 418 |
|
|
2018
Q2 | $3.98M | Buy |
78,355
+27,028
| +53% | +$1.42M | 0.04% | 344 |
|
|
2018
Q1 | $2.93M | Buy |
+51,327
| New | +$3.1M | 0.08% | 266 |
|
Other funds holding LEN
VCM
GA
VPM
Treasurer of the State of North Carolina's LEN Position: Q1 2026 in Review
Treasurer of the State of North Carolina increased its Lennar Class A (LEN) stake by 2.5% in Q1 2026, buying an estimated $245K and bringing the position to 91,911 shares worth $7.98M. The position accounts for 0.03% of the portfolio, ranked #486.
Treasurer of the State of North Carolina first reported a position in LEN in Q1 2018 and has held it in 33 quarters since. The position peaked at $22.8M in Q2 2024. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.
- Treasurer of the State of North Carolina held 91,911 shares of Lennar Class A worth $7.98M as of Q1 2026.
- Treasurer of the State of North Carolina bought 2,271 Lennar Class A shares in Q1 2026, an estimated $245K.
- Lennar Class A made up 0.03% of Treasurer of the State of North Carolina's portfolio in Q1 2026, its #486 holding.
- Treasurer of the State of North Carolina first reported a position in Lennar Class A in Q1 2018 and has held it in 33 quarters since.
- Treasurer of the State of North Carolina's Lennar Class A position peaked at $22.8M in Q2 2024.
- 936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.
Based on Treasurer of the State of North Carolina's 13F filing for Q1 2026, filed 14 May 2026.