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Van Lanschot Kempen Investment Management’s Lennar Class A LEN Stock Holding History

Van Lanschot Kempen Investment 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 		$244M Buy
2,692,266
+30,119
+1% +$2.69M 1.86% 15
2026
Q1 		$231M Buy
2,662,147
+698,774
+36% +$75.5M 2.03% 14
2025
Q4 		$202M Buy
1,963,373
+934,856
+91% +$113M 1.73% 19
2025
Q3 		$130M Buy
1,028,517
+211,938
+26% +$26.3M 1.16% 24
2025
Q2 		$90.3M Buy
+816,579
New +$88.5M 0.86% 25

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Van Lanschot Kempen Investment Management's LEN Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management increased its Lennar Class A (LEN) stake by 1.1% in Q2 2026, buying an estimated $2.69M and bringing the position to 2,692,266 shares worth $244M. The position accounts for 1.86% of the portfolio, ranked #15.

Van Lanschot Kempen Investment Management first reported a position in LEN in Q2 2025 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Van Lanschot Kempen Investment Management held 2,692,266 shares of Lennar Class A worth $244M as of Q2 2026.
  • Van Lanschot Kempen Investment Management bought 30,119 Lennar Class A shares in Q2 2026, an estimated $2.69M.
  • Lennar Class A made up 1.86% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #15 holding.
  • Van Lanschot Kempen Investment Management first reported a position in Lennar Class A in Q2 2025 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.