ACR Alpine Capital Research’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
35,761
+2,414
| +7% | +$254K | 0.07% | 25 |
|
|
2025
Q1 | $3.64M | Sell |
33,347
-7,390
| -18% | -$806K | 0.08% | 25 |
|
|
2024
Q4 | $5.12M | Buy |
40,737
+14
| +0% | +$1.76K | 0.11% | 24 |
|
|
2024
Q3 | $6.69M | Sell |
40,723
-24,405
| -37% | -$4.01M | 0.2% | 20 |
|
|
2024
Q2 | $8.63M | Buy |
65,128
+262
| +0.4% | +$34.7K | 0.27% | 19 |
|
|
2024
Q1 | $9.51M | Sell |
64,866
-11,675
| -15% | -$1.71M | 0.29% | 19 |
|
|
2023
Q4 | $9.75M | Buy |
76,541
+458
| +0.6% | +$58.4K | 0.33% | 17 |
|
|
2023
Q3 | $7.39M | Sell |
76,083
-10,371
| -12% | -$1.01M | 0.29% | 18 |
|
|
2023
Q2 | $9.28M | Sell |
86,454
-16,719
| -16% | -$1.8M | 0.35% | 15 |
|
|
2023
Q1 | $8.76M | Sell |
103,173
-15,921
| -13% | -$1.35M | 0.36% | 15 |
|
|
2022
Q4 | $8.47M | Sell |
119,094
-3,044
| -2% | -$216K | 0.38% | 17 |
|
|
2022
Q3 | $6.91M | Buy |
122,138
+471
| +0.4% | +$26.6K | 0.34% | 17 |
|
|
2022
Q2 | $6.79M | Buy |
121,667
+789
| +0.7% | +$44K | 0.31% | 14 |
|
|
2022
Q1 | $7.85M | Buy |
120,878
+8,626
| +8% | +$560K | 0.39% | 14 |
|
|
2021
Q4 | $10.2M | Buy |
112,252
+3,628
| +3% | +$330K | 0.55% | 14 |
|
|
2021
Q3 | $8.01M | Buy |
108,624
+4,645
| +4% | +$343K | 0.45% | 14 |
|
|
2021
Q2 | $8.05M | Buy |
103,979
+21,366
| +26% | +$1.65M | 0.44% | 14 |
|
|
2021
Q1 | $6.47M | Buy |
82,613
+26,737
| +48% | +$2.09M | 0.35% | 17 |
|
|
2020
Q4 | $3.25M | Sell |
55,876
-309
| -0.5% | -$18K | 0.19% | 22 |
|
|
2020
Q3 | $3.51M | Sell |
56,185
-215
| -0.4% | -$13.4K | 0.25% | 19 |
|
|
2020
Q2 | $2.47M | Hold |
56,400
| – | – | 0.16% | 23 |
|
|
2020
Q1 | $1.55M | Buy |
56,400
+17,488
| +45% | +$481K | 0.1% | 28 |
|
|
2019
Q4 | $1.65M | Buy |
38,912
+20,947
| +117% | +$890K | 0.09% | 23 |
|
|
2019
Q3 | $757K | Buy |
+17,965
| New | +$757K | 0.04% | 25 |
|