Archon 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
2024
Q3
Sell
-70,244
Closed -$10.2M 40
2024
Q2
$10.2M Buy
70,244
+2,066
+3% +$300K 1.31% 26
2024
Q1
$11.4M Buy
+68,178
New +$11.4M 1.39% 26
2016
Q1
Sell
-120,815
Closed -$5.63M 55
2015
Q4
$5.63M Hold
120,815
1.52% 37
2015
Q3
$5.54M Buy
120,815
+2,102
+2% +$96.3K 1.64% 36
2015
Q2
$5.77M Buy
118,713
+6,303
+6% +$306K 1.49% 37
2015
Q1
$5.54M Buy
112,410
+2,101
+2% +$104K 1.4% 42
2014
Q4
$4.71M Buy
+110,309
New +$4.71M 1.22% 42