Brandywine Global Investment 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
$17.5M Sell
158,264
-160,791
-50% -$17.8M 0.12% 179
2025
Q1
$36.6M Buy
319,055
+70,496
+28% +$8.09M 0.26% 103
2024
Q4
$32.8M Buy
248,559
+57,336
+30% +$7.57M 0.24% 108
2024
Q3
$33.6M Buy
191,223
+7,921
+4% +$1.39M 0.22% 109
2024
Q2
$26.6M Buy
183,302
+5,839
+3% +$847K 0.2% 122
2024
Q1
$29.5M Sell
177,463
-331
-0.2% -$55.1K 0.21% 117
2023
Q4
$25.7M Sell
177,794
-9,366
-5% -$1.35M 0.21% 119
2023
Q3
$20.3M Sell
187,160
-12,528
-6% -$1.36M 0.18% 142
2023
Q2
$24.2M Sell
199,688
-14,603
-7% -$1.77M 0.2% 126
2023
Q1
$21.8M Sell
214,291
-23,729
-10% -$2.41M 0.18% 136
2022
Q4
$20.9M Sell
238,020
-196,246
-45% -$17.2M 0.16% 147
2022
Q3
$31.3M Buy
434,266
+91,273
+27% +$6.59M 0.29% 96
2022
Q2
$23.4M Sell
342,993
-18,356
-5% -$1.25M 0.2% 127
2022
Q1
$28.4M Buy
361,349
+74,319
+26% +$5.84M 0.21% 128
2021
Q4
$32.3M Sell
287,030
-7,256
-2% -$816K 0.23% 122
2021
Q3
$26.7M Sell
294,286
-164,495
-36% -$14.9M 0.2% 131
2021
Q2
$44.1M Sell
458,781
-26,115
-5% -$2.51M 0.33% 67
2021
Q1
$47.5M Buy
484,896
+25,929
+6% +$2.54M 0.36% 68
2020
Q4
$33.9M Buy
458,967
+49,794
+12% +$3.67M 0.28% 92
2020
Q3
$32.4M Buy
409,173
+155,943
+62% +$12.3M 0.32% 82
2020
Q2
$15.1M Sell
253,230
-2,490
-1% -$149K 0.15% 142
2020
Q1
$9.46M Sell
255,720
-1,566
-0.6% -$57.9K 0.11% 168
2019
Q4
$13.9M Sell
257,286
-1,089
-0.4% -$58.8K 0.1% 178
2019
Q3
$14M Buy
258,375
+4,591
+2% +$248K 0.1% 179
2019
Q2
$11.9M Buy
253,784
+19,573
+8% +$918K 0.08% 209
2019
Q1
$11.1M Buy
+234,211
New +$11.1M 0.08% 213
2018
Q2
Sell
-177
Closed -$11K 911
2018
Q1
$11K Sell
177
-3,512
-95% -$218K ﹤0.01% 834
2017
Q4
$226K Sell
3,689
-483
-12% -$29.6K ﹤0.01% 685
2017
Q3
$210K Sell
4,172
-360
-8% -$18.1K ﹤0.01% 687
2017
Q2
$231K Hold
4,532
﹤0.01% 685
2017
Q1
$221K Buy
4,532
+3,993
+741% +$195K ﹤0.01% 691
2016
Q4
$23K Hold
539
﹤0.01% 829
2016
Q3
$22K Sell
539
-132,982
-100% -$5.43M ﹤0.01% 836
2016
Q2
$5.86M Sell
133,521
-3,152
-2% -$138K 0.04% 370
2016
Q1
$6.29M Sell
136,673
-1,547
-1% -$71.2K 0.04% 370
2015
Q4
$6.44M Sell
138,220
-420
-0.3% -$19.6K 0.04% 367
2015
Q3
$6.35M Buy
138,640
+24,234
+21% +$1.11M 0.04% 376
2015
Q2
$5.56M Buy
114,406
+11,391
+11% +$553K 0.03% 425
2015
Q1
$5.08M Buy
103,015
+102,945
+147,064% +$5.08M 0.03% 445
2014
Q4
$4K Hold
70
﹤0.01% 967
2014
Q3
$3K Buy
+70
New +$3K ﹤0.01% 942