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Valeo Financial Advisors’s Lennar Class A LEN Stock Holding History

Valeo Financial Advisors’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
2019
Q4 		– Sell
-207
Closed -$11K – 1672
2019
Q3 		$11K Buy
+207
New +$10.1K ﹤0.01% 1007

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Valeo Financial Advisors's LEN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Lennar Class A (LEN) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 8,737 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #342.

Valeo Financial Advisors first reported a position in LEN in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.69M in Q3 2024. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Valeo Financial Advisors held 8,737 shares of Lennar Class A worth $791K as of Q2 2026.
  • Valeo Financial Advisors bought 1,274 Lennar Class A shares in Q2 2026, an estimated $114K.
  • Lennar Class A made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #342 holding.
  • Valeo Financial Advisors first reported a position in Lennar Class A in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Lennar Class A position peaked at $1.69M in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.