ACR Alpine Capital Research’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363M Sell
2025
Q2
$327M Buy
2025
Q1
$308M Buy
2024
Q4
$227M Buy
2024
Q3
$156M Sell
2024
Q2
$169M Sell
2024
Q1
$194M Sell
2023
Q4
$237M Sell
2023
Q3
$180M Buy
2023
Q2
$200M Sell
2023
Q1
$211M Sell
2022
Q4
$185M Sell
2022
Q3
$153M Sell
2022
Q2
$179M Buy