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 CL B (LEN.B)
← All LEN.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio 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 Reduce 4.94% <0.01 $105.57–132.29 · VW $119.47i $1,363,375 SEC
2024   Q4 13,150 0.08 $125.62 $1,651,875 SEC
2024   Q3 13,150 0.11 $164.39 $2,161,750 SEC
2024   Q2 13,150 0.09 $132.54 $1,742,875 SEC
2024   Q1 13,150 0.09 $146.56 $1,927,250 SEC
2023   Q4 13,150 0.09 $127.42 $1,675,625 SEC
2023   Q3 13,150 0.08 $97.18 $1,277,875 SEC
2023   Q2 13,150 0.08 $107.40 $1,412,250 SEC
2023   Q1 13,150 0.50 $84.90 $1,116,375 SEC
2022   Q4 13,150 0.46 $71.08 $934,750 SEC
2022   Q3 13,150 0.38 $56.58 $744,000 SEC
2022   Q2 13,150 0.36 Buy 0.36 $50.07–67.32 · VW $60.74i $734,000 SEC
Price snapshot:
Current price$81.19
Avg. buy price$55.82
+/- since buy45.46%
52-week low$79.02
52-week high$134.56