Walleye Capital
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Walleye Capital’s Lennar Class A LEN Stock Holding History

Walleye 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 		– Sell
-69,580
Closed -$7.52M – 4699
2025
Q4 		$7.15M Buy
69,580
+51,908
+294% +$6.27M 0.02% 874
2025
Q3 		$2.23M Buy
17,672
+11,207
+173% +$1.39M 0.01% 1486
2025
Q2 		$715K Sell
6,465
-128,265
-95% -$13.9M ﹤0.01% 2328
2025
Q1 		$15.5M Buy
134,730
+124,638
+1,235% +$15.6M 0.07% 278
2024
Q4 		$1.33M Sell
10,092
-64,019
-86% -$10.4M ﹤0.01% 2130
2024
Q3 		$13.5M Buy
74,111
+63,517
+600% +$10.6M 0.03% 538
2024
Q2 		$1.54M Sell
10,594
-66,888
-86% -$10.2M ﹤0.01% 2368
2024
Q1 		$12.9M Buy
+77,482
New +$11.6M 0.02% 674
2023
Q4 		– Sell
-4,088
Closed -$492K – 5248
2023
Q3 		$444K Sell
4,088
-97,212
-96% -$11.4M ﹤0.01% 2904
2023
Q2 		$12.3M Buy
+101,300
New +$11.1M 0.04% 319
2023
Q1 		– Sell
-120,250
Closed -$11.6M – 4172
2022
Q4 		$10.5M Buy
120,250
+51,676
+75% +$4.18M 0.19% 116
2022
Q3 		$4.95M Buy
+68,574
New +$5.33M 0.09% 234
2021
Q2 		– Sell
-3,622
Closed -$355 – 1439
2021
Q1 		$355 Buy
+3,622
New +$305K 0.02% 706

Other funds holding LEN

BlackRock
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)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walleye Capital's LEN Position: Q1 2026 in Review

Walleye Capital sold out of Lennar Class A (LEN) in Q1 2026, closing a stake of 69,580 shares — an estimated $7.52M sold.

Walleye Capital first reported a position in LEN in Q1 2021 and held it in 13 quarters. The position peaked at $15.5M in Q1 2025. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Walleye Capital reported no remaining Lennar Class A position as of Q1 2026 after selling out during the quarter.
  • Walleye Capital sold 69,580 Lennar Class A shares in Q1 2026, an estimated $7.52M.
  • Walleye Capital first reported a position in Lennar Class A in Q1 2021 and held it in 13 quarters.
  • Walleye Capital's Lennar Class A position peaked at $15.5M in Q1 2025.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.