Antipodes Partners’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
$37.6M Sell
340,001
-24,039
-7% -$2.66M 1.17% 27
2025
Q1
$41.8M Buy
+364,040
New +$41.8M 1.31% 25