Patton Fund Management’s Lennar Class A LEN Stock Holding History

Patton Fund Management’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	–	Sell	-3,394	Closed	-$295K	–	304
2026 Q1	$295K	Buy	+3,394	New	+$367K	0.05%	172
2025 Q3	–	Sell	-2,046	Closed	-$226K	–	489
2025 Q2	$226K	Buy	+2,046	New	+$222K	0.05%	340
2024 Q4	–	Sell	-34,728	Closed	-$6.3M	–	84
2024 Q3	$6.3M	Buy	34,728 +6,701	+24%	+$1.12M	1.3%	21
2024 Q2	$4.07M	Sell	28,027 -5,467	-16%	-$832K	0.86%	58
2024 Q1	$5.58M	Sell	33,494 -3,706	-10%	-$557K	1.01%	38
2023 Q4	$5.37M	Buy	+37,200	New	+$4.48M	1.19%	27
2023 Q1	–	Sell	-2,321	Closed	-$203K	–	169
2022 Q4	$203K	Buy	+2,321	New	+$188K	0.06%	183
2022 Q1	–	Sell	-35,089	Closed	-$3.95M	–	101
2021 Q4	$3.95M	Buy	35,089 +6,507	+23%	+$665K	1.2%	17
2021 Q3	$2.59M	Buy	28,582 +14,398	+102%	+$1.42M	0.98%	18
2021 Q2	$1.36M	Buy	14,184 +617	+5%	+$59.6K	0.72%	50
2021 Q1	$1.33M	Sell	13,567 -6,978	-34%	-$587K	0.71%	41
2020 Q4	$1.52M	Buy	+20,545	New	+$1.54M	0.77%	53

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Patton Fund Management's LEN Position: Q2 2026 in Review

Patton Fund Management sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 3,394 shares — an estimated $295K sold.

Patton Fund Management first reported a position in LEN in Q4 2020 and held it in 12 quarters. The position peaked at $6.3M in Q3 2024. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Patton Fund Management reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 3,394 Lennar Class A shares in Q2 2026, an estimated $295K.
Patton Fund Management first reported a position in Lennar Class A in Q4 2020 and held it in 12 quarters.
Patton Fund Management's Lennar Class A position peaked at $6.3M in Q3 2024.
160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.