ACR Alpine Capital Research’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327M | Buy |
2,955,813
+275,869
| +10% | +$30.5M | 5.85% | 11 |
|
|
2025
Q1 | $308M | Buy |
2,679,944
+961,732
| +56% | +$110M | 6.44% | 8 |
|
|
2024
Q4 | $227M | Buy |
1,718,212
+856,565
| +99% | +$113M | 4.91% | 11 |
|
|
2024
Q3 | $156M | Sell |
861,647
-302,619
| -26% | -$54.9M | 4.62% | 13 |
|
|
2024
Q2 | $169M | Sell |
1,164,266
-3,825
| -0.3% | -$555K | 5.22% | 11 |
|
|
2024
Q1 | $194M | Sell |
1,168,091
-474,480
| -29% | -$79M | 5.9% | 8 |
|
|
2023
Q4 | $237M | Sell |
1,642,571
-10,501
| -0.6% | -$1.52M | 8.01% | 2 |
|
|
2023
Q3 | $180M | Buy |
1,653,072
+5,024
| +0.3% | +$546K | 6.98% | 8 |
|
|
2023
Q2 | $200M | Sell |
1,648,048
-428,488
| -21% | -$52M | 7.54% | 5 |
|
|
2023
Q1 | $211M | Sell |
2,076,536
-39,004
| -2% | -$3.97M | 8.6% | 2 |
|
|
2022
Q4 | $185M | Sell |
2,115,540
-3,135
| -0.1% | -$275K | 8.32% | 3 |
|
|
2022
Q3 | $153M | Sell |
2,118,675
-506,250
| -19% | -$36.5M | 7.58% | 7 |
|
|
2022
Q2 | $179M | Buy |
+2,624,925
| New | +$179M | 8.14% | 2 |
|