TwinBeech Capital’s Lennar Class A LEN Stock Holding History

TwinBeech Capital’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	$317K	Sell	3,500 -6,066	-63%	-$542K	0.06%	283
2026 Q1	$831K	Sell	9,566 -8,268	-46%	-$894K	0.09%	290
2025 Q4	$1.83M	Buy	+17,834	New	+$2.15M	0.13%	206
2025 Q2	–	Sell	-144,051	Closed	-$16.5M	–	843
2025 Q1	$16.5M	Sell	144,051 -41,225	-22%	-$5.15M	0.3%	101
2024 Q4	$24.5M	Buy	+185,276	New	+$30.1M	0.42%	80
2024 Q2	–	Sell	-10,018	Closed	-$1.67M	–	691
2024 Q1	$1.67M	Buy	+10,018	New	+$1.51M	0.03%	366
2023 Q4	–	Sell	-271,198	Closed	-$29.5M	–	781
2023 Q3	$29.5M	Buy	+271,198	New	+$31.8M	0.57%	44
2021 Q1	–	Sell	-45,951	Closed	-$3.39M	–	568
2020 Q4	$3.39M	Buy	+45,951	New	+$3.44M	0.55%	45
2020 Q1	–	Sell	-56,233	Closed	-$3.04M	–	393
2019 Q4	$3.04M	Buy	+56,233	New	+$3.21M	0.88%	20

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

TwinBeech Capital's LEN Position: Q2 2026 in Review

TwinBeech Capital reduced its Lennar Class A (LEN) stake by 63% in Q2 2026, selling an estimated $542K and leaving 3,500 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #283.

TwinBeech Capital first reported a position in LEN in Q4 2019 and has held it in 9 quarters since. The position peaked at $29.5M in Q3 2023. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

TwinBeech Capital held 3,500 shares of Lennar Class A worth $317K as of Q2 2026.
TwinBeech Capital sold 6,066 Lennar Class A shares in Q2 2026, an estimated $542K.
Lennar Class A made up 0.06% of TwinBeech Capital's portfolio in Q2 2026, its #283 holding.
TwinBeech Capital first reported a position in Lennar Class A in Q4 2019 and has held it in 9 quarters since.
TwinBeech Capital's Lennar Class A position peaked at $29.5M in Q3 2023.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.