Patient Capital Management’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
12,500
| – | – | 0.06% | 39 |
|
|
2025
Q1 | $1.36M | Sell |
12,500
-650
| -5% | -$70.9K | 0.07% | 37 |
|
|
2024
Q4 | $1.65M | Hold |
13,150
| – | – | 0.08% | 41 |
|
|
2024
Q3 | $2.16M | Hold |
13,150
| – | – | 0.11% | 38 |
|
|
2024
Q2 | $1.74M | Hold |
13,150
| – | – | 0.09% | 37 |
|
|
2024
Q1 | $1.93M | Hold |
13,150
| – | – | 0.09% | 38 |
|
|
2023
Q4 | $1.68M | Hold |
13,150
| – | – | 0.09% | 38 |
|
|
2023
Q3 | $1.28M | Hold |
13,150
| – | – | 0.08% | 38 |
|
|
2023
Q2 | $1.41M | Hold |
13,150
| – | – | 0.08% | 39 |
|
|
2023
Q1 | $1.12M | Hold |
13,150
| – | – | 0.5% | 40 |
|
|
2022
Q4 | $935K | Hold |
13,150
| – | – | 0.45% | 39 |
|
|
2022
Q3 | $744K | Hold |
13,150
| – | – | 0.37% | 39 |
|
|
2022
Q2 | $734K | Buy |
+13,150
| New | +$734K | 0.33% | 38 |
|