Applied Finance 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
2025 Q2	$748K	Hold	6,761	–	–	0.05%	160
2025 Q1	$776K	Buy	6,761 +1,822	+37%	+$209K	0.06%	152
2024 Q4	$652K	Sell	4,939 -1,000	-17%	-$132K	0.03%	161
2024 Q3	$1.08M	Buy	5,939 +1,164	+24%	+$211K	0.05%	108
2024 Q2	$693K	Buy	+4,775	New	+$693K	0.03%	142