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Equibles

Patient Capital Management, LLC

Position in LEN — Lennar Corp /New/

CIK 1854794 BALTIMORE, MD
Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,108,875
+$57,375 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#393
of 949 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Patient Capital Management, LLC holds $1,108,875 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LEN
Lennar Corp /New/
This page 		12,500 $1,108,875

All Filings in LEN

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 LEN-B $1,108,875 12,500
2026-03-31 LEN-B $1,051,500 12,500
2025-12-31 LEN-B $1,189,000 12,500
2025-09-30 LEN-B $1,499,875 12,500
2025-06-30 LEN-B $1,315,625 12,500
2025-03-31 LEN-B $1,363,375 12,500
2024-12-31 LEN-B — 12,500
2024-09-30 LEN-B — 12,500
2024-06-30 LEN-B — 12,500
2024-03-31 LEN-B — 12,500
2023-12-31 LEN-B — 12,500
2023-09-30 LEN-B — 12,500
2023-06-30 LEN-B — 12,500
2023-03-31 LEN-B — 12,500
2022-12-31 LEN-B — 12,500
2022-09-30 LEN-B — 12,500
2022-06-30 LEN-B — 12,500

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