Afton Capital Management’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-21,011	Closed	-$1.02M	–	31
2015 Q2	$1.02M	Sell	21,011 -12,607	-38%	-$613K	2.66%	18
2015 Q1	$1.66M	Buy	+33,618	New	+$1.66M	3.55%	15