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Y-Intercept (HK)’s Lennar Class A LEN Stock Holding History

Y-Intercept (HK)’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 		– Sell
-72,304
Closed -$6.28M – 1966
2026
Q1 		$6.28M Buy
+72,304
New +$7.81M 0.12% 246
2025
Q4 		– Sell
-30,261
Closed -$3.81M – 1803
2025
Q3 		$3.81M Buy
30,261
+17,768
+142% +$2.21M 0.09% 310
2025
Q2 		$1.38M Sell
12,493
-48,727
-80% -$5.28M 0.03% 780
2025
Q1 		$7.03M Sell
61,220
-65,986
-52% -$8.24M 0.48% 23
2024
Q4 		$16.8M Buy
127,206
+125,967
+10,167% +$20.5M 1.12% 2
2024
Q3 		$225K Sell
1,239
-30,719
-96% -$5.15M 0.01% 1123
2024
Q2 		$4.64M Buy
+31,958
New +$4.86M 0.25% 76
2022
Q2 		– Sell
-6,275
Closed -$493K – 1047
2022
Q1 		$493K Buy
+6,275
New +$565K 0.11% 267

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

Y-Intercept (HK)'s LEN Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 72,304 shares — an estimated $6.28M sold.

Y-Intercept (HK) first reported a position in LEN in Q1 2022 and held it in 8 quarters. The position peaked at $16.8M in Q4 2024. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 72,304 Lennar Class A shares in Q2 2026, an estimated $6.28M.
  • Y-Intercept (HK) first reported a position in Lennar Class A in Q1 2022 and held it in 8 quarters.
  • Y-Intercept (HK)'s Lennar Class A position peaked at $16.8M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.