Twin Lakes Capital Management’s Lennar Class A LEN Stock Holding History

Twin Lakes 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	$10.5K	Hold	116	–	–	﹤0.01%	172
2026 Q1	$10.1K	Buy	116 +1	+0.9%	+$108	﹤0.01%	181
2025 Q4	$11.9K	Hold	115	–	–	0.01%	188
2025 Q3	$14.5K	Buy	115 +1	+0.9%	+$124	0.01%	180
2025 Q2	$12.6K	Hold	114	–	–	0.01%	183
2025 Q1	$13.1K	Sell	114 -3	-3%	-$375	0.01%	181
2024 Q4	$15.5K	Hold	117	–	–	0.01%	186
2024 Q3	$21.2K	Hold	117	–	–	0.01%	178
2024 Q2	$16.9K	Buy	117 +1	+0.9%	+$152	0.01%	181
2024 Q1	$19.3K	Hold	116	–	–	0.01%	178
2023 Q4	$16.7K	Hold	116	–	–	0.01%	185
2023 Q3	$12.5K	Buy	116 +1	+0.9%	+$117	0.01%	195
2023 Q2	$13.9K	Hold	115	–	–	0.01%	192
2023 Q1	$11.7K	Buy	115 +1	+0.9%	+$97	0.01%	199
2022 Q4	$10K	Hold	114	–	–	0.01%	205
2022 Q3	$8K	Buy	+114	New	+$8.86K	0.01%	215
2022 Q2	–	Sell	-113	Closed	-$9K	–	220
2022 Q1	$9K	Buy	113 +1	+0.9%	+$90	0.01%	224
2021 Q4	$13K	Hold	112	–	–	0.01%	210
2021 Q3	$10K	Hold	112	–	–	0.01%	213
2021 Q2	$11K	Hold	112	–	–	0.01%	193
2021 Q1	$11K	Buy	+112	New	+$9.42K	0.01%	183

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Lakes Capital Management's LEN Position: Q2 2026 in Review

Twin Lakes Capital Management held its Lennar Class A (LEN) position steady in Q2 2026 at 116 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Twin Lakes Capital Management first reported a position in LEN in Q1 2021 and has held it in 21 quarters since. The position peaked at $21.2K in Q3 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Twin Lakes Capital Management held 116 shares of Lennar Class A worth $10.5K as of Q2 2026.
Twin Lakes Capital Management left its Lennar Class A share count unchanged in Q2 2026.
Lennar Class A made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q2 2026, its #172 holding.
Twin Lakes Capital Management first reported a position in Lennar Class A in Q1 2021 and has held it in 21 quarters since.
Twin Lakes Capital Management's Lennar Class A position peaked at $21.2K in Q3 2024.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.