SEC 13F Intelligence

American Trust Investment Advisors, LLC / LEN

American Trust Investment Advisors, LLC’s Lennar Corp Position

Does American Trust Investment Advisors, LLC own Lennar Corp (LEN)? Yes — 30.9K shares worth $3M (+1.48% of its 13F portfolio) as of Q1 2026, up from 30.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
30.9K
% of Portfolio
+1.48%
Quarters Held
27
currently held

Position History LEN

Reported value by quarter
Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $3MQ2 ’20: $5MQ3 ’20: $6MQ3 ’20Q4 ’20: $6MQ1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.9K$3M+1.48%
Q4 202530.1K$3M+1.66%
Q3 202530.3K$4M+1.97%
Q2 202532.3K$4M+1.80%
Q1 202532.8K$4M+1.58%
Q4 202429.7K$4M+1.66%
Q3 202429.3K$5M+2.25%
Q2 202429.9K$4M+2.18%
Q1 202430.8K$5M+2.52%
Q4 202332.0K$5M+2.48%
Q3 202342.4K$5M+2.62%
Q2 202340.9K$5M+2.87%
Q1 202340.7K$4M+2.57%
Q4 202240.7K$4M+2.34%
Q3 202240.6K$3M+1.94%
Q2 202239.8K$3M+1.76%
Q1 202239.0K$3M+1.63%
Q4 202138.6K$4M+2.23%
Q3 202138.2K$4M+2.02%
Q2 202138.2K$4M+2.04%
Q1 202138.1K$4M+2.25%
Q4 202076.8K$6M+3.62%
Q3 202076.3K$6M+4.52%
Q2 202076.6K$5M+3.82%
Q1 202076.4K$3M+2.94%
Q4 201977.0K$4M+3.13%
Q3 201977.1K$4M+3.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of LEN.