BWA
Brave Warrior Advisors’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239M | Sell |
2,157,127
-32,481
| -1% | -$3.59M | 5.47% | 8 |
|
|
2025
Q1 | $251M | Buy |
2,189,608
+415,218
| +23% | +$47.7M | 5.76% | 6 |
|
|
2024
Q4 | $242M | Sell |
1,774,390
-6,462
| -0.4% | -$881K | 6.02% | 8 |
|
|
2024
Q3 | $334M | Buy |
1,780,852
+195,540
| +12% | +$36.7M | 6.93% | 7 |
|
|
2024
Q2 | $238M | Buy |
1,585,312
+570,871
| +56% | +$85.6M | 5.27% | 8 |
|
|
2024
Q1 | $174M | Buy |
1,014,441
+442,874
| +77% | +$76.2M | 3.65% | 11 |
|
|
2023
Q4 | $85.2M | Sell |
571,567
-442,371
| -44% | -$65.9M | 2.03% | 12 |
|
|
2023
Q3 | $114M | Buy |
1,013,938
+290,822
| +40% | +$32.6M | 2.84% | 13 |
|
|
2023
Q2 | $90.6M | Sell |
723,116
-151,774
| -17% | -$19M | 2.39% | 12 |
|
|
2023
Q1 | $92M | Sell |
874,890
-3,575
| -0.4% | -$376K | 2.84% | 12 |
|
|
2022
Q4 | $79.5M | Sell |
878,465
-19,454
| -2% | -$1.76M | 2.51% | 13 |
|
|
2022
Q3 | $66.9M | Buy |
897,919
+85,455
| +11% | +$6.37M | 2.31% | 13 |
|
|
2022
Q2 | $57.3M | Buy |
812,464
+96,660
| +14% | +$6.82M | 1.97% | 13 |
|
|
2022
Q1 | $58.1M | Buy |
+715,804
| New | +$58.1M | 1.71% | 13 |
|
|
2020
Q3 | – | Sell |
-1,208,285
| Closed | -$74.5M | – | 25 |
|
|
2020
Q2 | $74.5M | Sell |
1,208,285
-469,166
| -28% | -$28.9M | 3.7% | 10 |
|
|
2020
Q1 | $64.1M | Sell |
1,677,451
-692,176
| -29% | -$26.4M | 3.69% | 10 |
|
|
2019
Q4 | $132M | Sell |
2,369,627
-145,117
| -6% | -$8.1M | 6.99% | 6 |
|
|
2019
Q3 | $140M | Sell |
2,514,744
-859,753
| -25% | -$48M | 7.49% | 7 |
|
|
2019
Q2 | $164M | Sell |
3,374,497
-262,670
| -7% | -$12.7M | 8.7% | 5 |
|
|
2019
Q1 | $179M | Buy |
3,637,167
+213,785
| +6% | +$10.5M | 8.97% | 5 |
|
|
2018
Q4 | $134M | Buy |
3,423,382
+1,208,074
| +55% | +$47.3M | 6.82% | 6 |
|
|
2018
Q3 | $103M | Buy |
+2,215,308
| New | +$103M | 4.41% | 9 |
|