Bronson Point Management’s Lennar Class A LEN Stock Holding History

Bronson Point Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25,825	Closed	-$955K	–	36
2020 Q1	$955K	Buy	+25,825	New	+$1.46M	1.67%	18
2019 Q1	–	Sell	-112,597	Closed	-$4.27M	–	43
2018 Q4	$4.27M	Sell	112,597 -403,903	-78%	-$16.5M	7.56%	4
2018 Q3	$23.3M	Buy	516,500 +51,650	+11%	+$2.6M	8.13%	2
2018 Q2	$23.6M	Buy	464,850 +103,300	+29%	+$5.41M	9.38%	1
2018 Q1	$20.6M	Buy	+361,550	New	+$21.8M	7.35%	2
2017 Q3	–	Sell	-26,264	Closed	-$1.33M	–	58
2017 Q2	$1.33M	Buy	+26,264	New	+$1.29M	0.6%	37
2013 Q3	–	Sell	-593,357	Closed	-$20.4M	–	98
2013 Q2	$20.4M	Buy	+593,357	New	+$22.5M	1.85%	24

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return