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 Q3	$415K	Hold	5,082	–	–	0.26%	102
2026 Q2	$460K	Hold	5,082	–	–	0.29%	99
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

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Argyle Capital Partners's LEN Position: Q3 2026 in Review

Argyle Capital Partners held its Lennar Class A (LEN) position steady in Q3 2026 at 5,082 shares worth $415K. The position accounts for 0.26% of the portfolio, ranked #102.

Argyle Capital Partners first reported a position in LEN in Q4 2024 and has held it in 8 quarters since. The position peaked at $611K in Q4 2024. 236 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

Argyle Capital Partners held 5,082 shares of Lennar Class A worth $415K as of Q3 2026.
Argyle Capital Partners left its Lennar Class A share count unchanged in Q3 2026.
Lennar Class A made up 0.26% of Argyle Capital Partners's portfolio in Q3 2026, its #102 holding.
Argyle Capital Partners first reported a position in Lennar Class A in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's Lennar Class A position peaked at $611K in Q4 2024.
236 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.