Twin Tree Management’s Lennar Class A LEN Stock Holding History

Twin Tree 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	$1.2M	Sell	13,800 -84,500	-86%	-$9.13M	0.03%	663
2025 Q4	$10.1M	Buy	98,300 +32,300	+49%	+$3.9M	0.09%	285
2025 Q3	$8.32M	Sell	66,000 -63,700	-49%	-$7.91M	0.03%	566
2025 Q2	$14.3M	Sell	129,700 -14,700	-10%	-$1.59M	0.03%	616
2025 Q1	$16.6M	Buy	144,400 +83,556	+137%	+$10.4M	0.03%	504
2024 Q4	$8.03M	Buy	+60,844	New	+$9.89M	0.01%	772
2023 Q1	–	Sell	-2,686	Closed	-$235K	–	1432
2022 Q4	$235K	Buy	+2,686	New	+$218K	﹤0.01%	1146
2022 Q3	–	Sell	-305,355	Closed	-$20.9M	–	1506
2022 Q2	$20.9M	Sell	305,355 -309,177	-50%	-$22.7M	0.03%	401
2022 Q1	$48.3M	Buy	614,532 +109,395	+22%	+$9.86M	0.08%	198
2021 Q4	$56.8M	Sell	505,137 -22,003	-4%	-$2.25M	0.12%	137
2021 Q3	$47.8M	Sell	527,140 -320,127	-38%	-$31.7M	0.11%	172
2021 Q2	$81.5M	Buy	847,267 +493,981	+140%	+$47.7M	0.22%	87
2021 Q1	$34.6M	Sell	353,286 -425,596	-55%	-$35.8M	0.13%	166
2020 Q4	$57.5M	Buy	778,882 +711,737	+1,060%	+$53.3M	0.23%	106
2020 Q3	$5.31M	Sell	67,145 -160,838	-71%	-$11.4M	0.02%	559
2020 Q2	$13.6M	Buy	227,983 +8,987	+4%	+$459K	0.06%	383
2020 Q1	$8.1M	Buy	+218,996	New	+$12.4M	0.04%	374
2016 Q1	–	Sell	-48,956	Closed	-$2.28M	–	1370
2015 Q4	$2.28M	Sell	48,956 -4,938	-9%	-$235K	0.05%	372
2015 Q3	$2.47M	Buy	53,894 +24,058	+81%	+$1.18M	0.06%	295
2015 Q2	$1.45M	Buy	+29,836	New	+$1.37M	0.04%	507
2014 Q4	–	Sell	-3,572	Closed	-$132K	–	1146
2014 Q3	$132K	Buy	+3,572	New	+$133K	﹤0.01%	872

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

Twin Tree Management's LEN Position: Q1 2026 in Review

Twin Tree Management opened a new position in Lennar Class A (LEN) in Q1 2026: 4 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in LEN as recently as Q3 2025.

Twin Tree Management first reported a position in LEN in Q3 2014 and has held it in 20 quarters since. The position peaked at $42.8M in Q2 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

Twin Tree Management held 4 shares of Lennar Class A worth $347 as of Q1 2026.
Lennar Class A was a new Twin Tree Management position in Q1 2026.
Lennar Class A made up ﹤0.01% of Twin Tree Management's portfolio in Q1 2026, its #1240 holding.
Twin Tree Management first reported a position in Lennar Class A in Q3 2014 and has held it in 20 quarters since.
Twin Tree Management's Lennar Class A position peaked at $42.8M in Q2 2023.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.