Eagle Capital Management LEN trades
Ravenel Boykin Curry IV
Eagle Capital Management Lennar Corp stake
total: 177
Trades details
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 3
- Reduced:
- 2
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Eagle Capital Management holds 10,686,983 Lennar Corp (LEN) shares with a market value of roughly $967.07M accounting for 2.95% of the overall portfolio. To date, the estimated cost basis is nearly $112.88 for "buy" trades and estimated average "sell" price is $89.2. Eagle Capital Management first purchased LEN in 2025 Q1, initially acquiring about 7.30M shares. Since the initial investment in Lennar Corp (LEN), Eagle Capital Management has made 5 more transactions.
When did Eagle Capital Management buy Lennar Corp (LEN)?
Eagle Capital Management first invested in Lennar Corp (LEN) in 2025 Q1 at the reported quarter-end price of $114.78 per share.
What's the cost basis of Eagle Capital Management's LEN stake?
The estimated cost basis for Lennar Corp (LEN) stake is around $112.88 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $112.88
- Weighted AVG sell price:
- $89.20
Eagle Capital Management's historical trades in Lennar Corp
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.95%
|
10,686,983
|
$90.49
|
$967,065,071
|
-1.78% (-193,472)
|
-0.06%
|
|
2026 Q1
|
3.17%
|
10,880,455
|
$86.84
|
$944,858,753
|
-0.96% (-105,757)
|
-0.03%
|
|
2025 Q4
|
3.52%
|
10,986,212
|
$102.80
|
$1,129,382,635
|
+16.19% (+1,531,169)
|
+0.49%
|
|
2025 Q3
|
3.79%
|
9,455,043
|
$126.04
|
$1,191,713,596
|
+4.63% (+418,386)
|
+0.17%
|
|
2025 Q2
|
3.29%
|
9,036,657
|
$110.61
|
$999,544,666
|
+23.82% (+1,738,667)
|
+0.63%
|
|
2025 Q1
|
3.06%
|
7,297,990
|
$114.78
|
$837,663,292
|
new
|
+3.06%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.