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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
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
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 $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Palmer Knight Company's LEN Position: Q1 2026 in Review

Palmer Knight Company increased its Lennar Class A (LEN) stake by 2.4% in Q1 2026, buying an estimated $175K and bringing the position to 68,867 shares worth $5.98M. The position accounts for 2.92% of the portfolio, ranked #24.

Palmer Knight Company first reported a position in LEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.49M in Q3 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Palmer Knight Company held 68,867 shares of Lennar Class A worth $5.98M as of Q1 2026.
  • Palmer Knight Company bought 1,621 Lennar Class A shares in Q1 2026, an estimated $175K.
  • Lennar Class A made up 2.92% of Palmer Knight Company's portfolio in Q1 2026, its #24 holding.
  • Palmer Knight Company first reported a position in Lennar Class A in Q2 2025 and has held it in 4 quarters since.
  • Palmer Knight Company's Lennar Class A position peaked at $8.49M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Palmer Knight Company's 13F filing for Q1 2026, filed 12 May 2026.