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Argyle Capital Partners’s Lennar Class A LEN Stock Holding History

Argyle Capital Partners’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 		$441K Buy
5,082
+600
+13% +$64.8K 0.32% 92
2025
Q4 		$461K Hold
4,482
– – 0.34% 91
2025
Q3 		$565K Hold
4,482
– – 0.41% 74
2025
Q2 		$496K Hold
4,482
– – 0.41% 72
2025
Q1 		$514K Sell
4,482
-148
-3% -$18.5K 0.44% 65
2024
Q4 		$611K Buy
+4,630
New +$752K 0.52% 60

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

Argyle Capital Partners's LEN Position: Q1 2026 in Review

Argyle Capital Partners increased its Lennar Class A (LEN) stake by 13% in Q1 2026, buying an estimated $64.8K and bringing the position to 5,082 shares worth $441K. The position accounts for 0.32% of the portfolio, ranked #92.

Argyle Capital Partners first reported a position in LEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $611K in Q4 2024. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Argyle Capital Partners held 5,082 shares of Lennar Class A worth $441K as of Q1 2026.
  • Argyle Capital Partners bought 600 Lennar Class A shares in Q1 2026, an estimated $64.8K.
  • Lennar Class A made up 0.32% of Argyle Capital Partners's portfolio in Q1 2026, its #92 holding.
  • Argyle Capital Partners first reported a position in Lennar Class A in Q4 2024 and has held it in 6 quarters since.
  • Argyle Capital Partners's Lennar Class A position peaked at $611K in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.