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

Yousif 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 		$2.35M Sell
25,963
-832
-3% -$74.4K 0.03% 607
2026
Q1 		$2.33M Sell
26,795
-340
-1% -$36.7K 0.03% 593
2025
Q4 		$3.12M Sell
27,135
-2,417
-8% -$292K 0.03% 499
2025
Q3 		$3.72M Sell
29,552
-2,124
-7% -$264K 0.04% 429
2025
Q2 		$3.5M Buy
31,676
+300
+1% +$32.5K 0.04% 451
2025
Q1 		$3.6M Sell
31,376
-1,122
-3% -$140K 0.04% 414
2024
Q4 		$4.29M Sell
32,498
-693
-2% -$113K 0.05% 368
2024
Q3 		$6.02M Sell
33,191
-1,144
-3% -$192K 0.07% 283
2024
Q2 		$4.98M Sell
34,335
-1,190
-3% -$181K 0.06% 327
2024
Q1 		$5.91M Sell
35,525
-4,031
-10% -$606K 0.07% 294
2023
Q4 		$5.71M Sell
39,556
-3,806
-9% -$458K 0.07% 289
2023
Q3 		$4.71M Sell
43,362
-1,475
-3% -$173K 0.06% 329
2023
Q2 		$5.44M Sell
44,837
-418
-0.9% -$45.6K 0.07% 289
2023
Q1 		$4.6M Sell
45,255
-2,624
-5% -$253K 0.06% 331
2022
Q4 		$4.19M Buy
47,879
+1,856
+4% +$150K 0.06% 368
2022
Q3 		$3.32M Sell
46,023
-525
-1% -$40.8K 0.05% 428
2022
Q2 		$3.18M Sell
46,548
-883
-2% -$64.7K 0.04% 499
2022
Q1 		$3.73M Sell
47,431
-1,168
-2% -$105K 0.04% 509
2021
Q4 		$5.46M Buy
+48,599
New +$4.97M 0.06% 349

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

Yousif Capital Management reduced its Lennar Class A (LEN) stake by 3.1% in Q2 2026, selling an estimated $74.4K and leaving 25,963 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #607.

Yousif Capital Management first reported a position in LEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.02M in Q3 2024. 179 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Yousif Capital Management held 25,963 shares of Lennar Class A worth $2.35M as of Q2 2026.
  • Yousif Capital Management sold 832 Lennar Class A shares in Q2 2026, an estimated $74.4K.
  • Lennar Class A made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #607 holding.
  • Yousif Capital Management first reported a position in Lennar Class A in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Lennar Class A position peaked at $6.02M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.