Brave Warrior Advisors’s Lennar Class B LEN.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,213
Closed -$281K 23
2020
Q1
$281K Sell
10,213
-3,787
-27% -$104K 0.02% 21
2019
Q4
$595K Sell
14,000
-5,483
-28% -$233K 0.03% 18
2019
Q3
$822K Sell
19,483
-421
-2% -$17.8K 0.04% 16
2019
Q2
$729K Buy
19,904
+438
+2% +$16K 0.04% 18
2019
Q1
$724K Buy
19,466
+5,790
+42% +$215K 0.04% 19
2018
Q4
$407K Buy
+13,676
New +$407K 0.02% 21