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Palmer Knight Company’s Lennar Class A LEN Stock Holding History

Palmer Knight Company’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 		$6.09M Sell
67,255
-1,612
-2% -$144K 2.34% 24
2026
Q1 		$5.98M Buy
68,867
+1,621
+2% +$175K 2.92% 24
2025
Q4 		$6.91M Sell
67,246
-96
-0.1% -$11.6K 3.63% 17
2025
Q3 		$8.49M Buy
67,342
+17,028
+34% +$2.11M 4.02% 7
2025
Q2 		$5.57M Buy
+50,314
New +$5.45M 2.37% 28

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palmer Knight Company's LEN Position: Q2 2026 in Review

Palmer Knight Company reduced its Lennar Class A (LEN) stake by 2.3% in Q2 2026, selling an estimated $144K and leaving 67,255 shares worth $6.09M. The position accounts for 2.34% of the portfolio, ranked #24.

Palmer Knight Company first reported a position in LEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.49M in Q3 2025. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Palmer Knight Company held 67,255 shares of Lennar Class A worth $6.09M as of Q2 2026.
  • Palmer Knight Company sold 1,612 Lennar Class A shares in Q2 2026, an estimated $144K.
  • Lennar Class A made up 2.34% of Palmer Knight Company's portfolio in Q2 2026, its #24 holding.
  • Palmer Knight Company first reported a position in Lennar Class A in Q2 2025 and has held it in 5 quarters since.
  • Palmer Knight Company's Lennar Class A position peaked at $8.49M in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Palmer Knight Company's 13F filing for Q2 2026, filed 10 Aug 2026.