Versant Capital Management’s Lennar Class A LEN Stock Holding History

Versant Capital 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	$213K	Buy	2,357 +1,426	+153%	+$128K	0.02%	596
2026 Q1	$80.8K	Buy	931 +26	+3%	+$2.81K	0.01%	963
2025 Q4	$93K	Sell	905 -100	-10%	-$12.1K	0.01%	776
2025 Q3	$127K	Sell	1,005 -1,017	-50%	-$126K	0.02%	624
2025 Q2	$224K	Sell	2,022 -2,370	-54%	-$257K	0.03%	407
2025 Q1	$504K	Buy	4,392 +4,038	+1,141%	+$504K	0.08%	153
2024 Q4	$46.8K	Buy	354 +17	+5%	+$2.76K	0.01%	608
2024 Q3	$61.1K	Sell	337 -25	-7%	-$4.19K	0.01%	379
2024 Q2	$52.5K	Buy	362 +356	+5,933%	+$54.2K	0.01%	360
2024 Q1	$1.03K	Hold	6	–	–	﹤0.01%	1532
2023 Q4	$894	Buy	6 +1	+20%	+$120	﹤0.01%	1544
2023 Q3	$561	Hold	5	–	–	﹤0.01%	1669
2023 Q2	$627	Buy	+5	New	+$546	﹤0.01%	1762
2021 Q2	–	Sell	-365	Closed	-$36K	–	1527
2021 Q1	$36K	Sell	365 -53	-13%	-$4.46K	0.01%	368
2020 Q4	$30K	Sell	418 -16	-4%	-$1.2K	0.01%	376
2020 Q3	$34K	Hold	434	–	–	0.02%	293
2020 Q2	$25K	Buy	434 +41	+10%	+$2.1K	0.01%	354
2020 Q1	$14K	Buy	+393	New	+$22.2K	0.01%	471
2019 Q1	–	Sell	-19	Closed	–	–	1657
2018 Q4	$0	Sell	19 -40	-68%	-$1.63K	﹤0.01%	1570
2018 Q3	$2K	Hold	59	–	–	﹤0.01%	1300
2018 Q2	$2K	Sell	59 -5	-8%	-$262	﹤0.01%	1301
2018 Q1	$3K	Buy	+64	New	+$3.86K	﹤0.01%	1199
2016 Q4	–	Sell	-182	Closed	-$7K	–	1459
2016 Q3	$7K	Sell	182 -23	-11%	-$1.02K	﹤0.01%	915
2016 Q2	$8K	Hold	205	–	–	﹤0.01%	852
2016 Q1	$9K	Buy	205 +58	+39%	+$2.38K	0.01%	794
2015 Q4	$6K	Buy	+147	New	+$7.01K	﹤0.01%	891

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Versant Capital Management's LEN Position: Q2 2026 in Review

Versant Capital Management increased its Lennar Class A (LEN) stake by 153% in Q2 2026, buying an estimated $128K and bringing the position to 2,357 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #596.

Versant Capital Management first reported a position in LEN in Q4 2015 and has held it in 26 quarters since. The position peaked at $504K in Q1 2025. 141 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Versant Capital Management held 2,357 shares of Lennar Class A worth $213K as of Q2 2026.
Versant Capital Management bought 1,426 Lennar Class A shares in Q2 2026, an estimated $128K.
Lennar Class A made up 0.02% of Versant Capital Management's portfolio in Q2 2026, its #596 holding.
Versant Capital Management first reported a position in Lennar Class A in Q4 2015 and has held it in 26 quarters since.
Versant Capital Management's Lennar Class A position peaked at $504K in Q1 2025.
141 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.