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 		$1.08M Sell
12,400
-86,000
-87% -$9.29M ﹤0.01% 2008
2025
Q4 		$10.1M Sell
98,400
-12,100
-11% -$1.46M 0.03% 654
2025
Q3 		$13.2M Sell
110,500
-130,100
-54% -$16.1M 0.05% 416
2025
Q2 		$25.9M Buy
240,600
+194,100
+417% +$21M 0.1% 160
2025
Q1 		$5.34M Sell
46,500
-26,120
-36% -$3.26M 0.02% 742
2024
Q4 		$9.59M Buy
72,620
+26,961
+59% +$4.38M 0.02% 655
2024
Q3 		$8.29M Sell
45,659
-28,924
-39% -$4.85M 0.02% 809
2024
Q2 		$10.8M Sell
74,583
-86,462
-54% -$13.2M 0.02% 706
2024
Q1 		$26.8M Sell
161,045
-32,643
-17% -$4.91M 0.05% 292
2023
Q4 		$27.9M Buy
193,688
+101,338
+110% +$12.2M 0.06% 229
2023
Q3 		$10M Buy
92,350
+60,327
+188% +$7.08M 0.03% 571
2023
Q2 		$3.88M Buy
32,023
+8,057
+34% +$879K 0.01% 890
2023
Q1 		$2.44M Buy
+23,966
New +$2.31M 0.04% 610
2019
Q3 		– Sell
-1,240
Closed -$58K – 2079
2019
Q2 		$58K Buy
+1,240
New +$61.8K 0.01% 1352

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.