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Triasima Portfolio Management’s Lennar Class A LEN Stock Holding History

Triasima Portfolio 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
2025
Q4 		– Sell
-20,550
Closed -$2.59M – 158
2025
Q3 		$2.59M Buy
+20,550
New +$2.55M 0.39% 81
2022
Q1 		– Sell
-25,123
Closed -$2.83M – 170
2021
Q4 		$2.83M Sell
25,123
-19,384
-44% -$1.98M 0.14% 80
2021
Q3 		$4.04M Hold
44,507
– – 0.22% 56
2021
Q2 		$4.28M Buy
44,507
+27,153
+156% +$2.62M 0.21% 53
2021
Q1 		$1.7M Buy
+17,354
New +$1.46M 0.09% 104

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triasima Portfolio Management's LEN Position: Q4 2025 in Review

Triasima Portfolio Management sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 20,550 shares — an estimated $2.59M sold.

Triasima Portfolio Management first reported a position in LEN in Q1 2021 and held it in 5 quarters. The position peaked at $4.28M in Q2 2021. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Triasima Portfolio Management reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 20,550 Lennar Class A shares in Q4 2025, an estimated $2.59M.
  • Triasima Portfolio Management first reported a position in Lennar Class A in Q1 2021 and held it in 5 quarters.
  • Triasima Portfolio Management's Lennar Class A position peaked at $4.28M in Q2 2021.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Triasima Portfolio Management's 13F filing for Q4 2025, filed 2 Feb 2026.