Van Hulzen Asset Management’s Lennar Class A LEN Stock Holding History

Van Hulzen Asset 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	$317K	Buy	+3,501	New	+$313K	0.02%	305
2026 Q1	–	Sell	-6,519	Closed	-$670K	–	370
2025 Q4	$670K	Hold	6,519	–	–	0.05%	193
2025 Q3	$822K	Buy	6,519 +2,700	+71%	+$335K	0.06%	181
2025 Q2	$422K	Buy	3,819 +796	+26%	+$86.2K	0.04%	231
2025 Q1	$347K	Buy	3,023 +1,723	+133%	+$215K	0.03%	243
2024 Q4	$172K	Buy	+1,300	New	+$211K	0.01%	334

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

Van Hulzen Asset Management's LEN Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in Lennar Class A (LEN) in Q2 2026: 3,501 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in LEN as recently as Q4 2025.

Van Hulzen Asset Management first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Van Hulzen Asset Management held 3,501 shares of Lennar Class A worth $317K as of Q2 2026.
Lennar Class A was a new Van Hulzen Asset Management position in Q2 2026.
Lennar Class A made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #305 holding.
Van Hulzen Asset Management first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
Van Hulzen Asset Management's Lennar Class A position peaked at $822K in Q3 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.