Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. CL B (LEN.B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 12,500 0.04 $84.12 $1,051,500 SEC
2025   Q4 12,500 0.05 $95.12 $1,189,000 SEC
2025   Q3 12,500 0.06 $119.99 $1,499,875 SEC
2025   Q2 12,500 0.06 $105.25 $1,315,625 SEC
2025   Q1 12,500 0.07 $109.07 $1,363,375 SEC
2024   Q4 12,500 0.08 $132.15 $1,651,875 SEC
2024   Q3 12,500 0.11 $172.94 $2,161,750 SEC
2024   Q2 12,500 0.09 $139.43 $1,742,875 SEC
2024   Q1 12,500 0.09 $154.18 $1,927,250 SEC
2023   Q4 12,500 0.09 $134.05 $1,675,625 SEC
2023   Q3 12,500 0.08 $102.23 $1,277,875 SEC
2023   Q2 12,500 0.08 $112.98 $1,412,250 SEC
2023   Q1 12,500 0.50 $89.31 $1,116,375 SEC
2022   Q4 12,500 0.46 $74.78 $934,750 SEC
2022   Q3 12,500 0.38 $59.52 $744,000 SEC
2022   Q2 12,500 0.36 Buy 0.36 $58.72 $734,000 SEC