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 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 $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

TwinBeech Capital's LEN Position: Q1 2026 in Review

TwinBeech Capital reduced its Lennar Class A (LEN) stake by 46% in Q1 2026, selling an estimated $894K and leaving 9,566 shares worth $831K. The position accounts for 0.09% of the portfolio, ranked #290.

TwinBeech Capital first reported a position in LEN in Q4 2019 and has held it in 8 quarters since. The position peaked at $29.5M in Q3 2023. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

TwinBeech Capital held 9,566 shares of Lennar Class A worth $831K as of Q1 2026.
TwinBeech Capital sold 8,268 Lennar Class A shares in Q1 2026, an estimated $894K.
Lennar Class A made up 0.09% of TwinBeech Capital's portfolio in Q1 2026, its #290 holding.
TwinBeech Capital first reported a position in Lennar Class A in Q4 2019 and has held it in 8 quarters since.
TwinBeech Capital's Lennar Class A position peaked at $29.5M in Q3 2023.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.