Blue Whale Capital’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	–	Sell	-342,711	Closed	-$39.3M	–	21
2025 Q1	$39.3M	Buy	+342,711	New	+$39.3M	3.18%	14