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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bronson Point Management's LEN Position: Q2 2020 in Review

Bronson Point Management sold out of Lennar Class A (LEN) in Q2 2020, closing a stake of 25,825 shares — an estimated $955K sold.

Bronson Point Management first reported a position in LEN in Q2 2013 and held it in 7 quarters. The position peaked at $23.6M in Q2 2018. 620 funds tracked by Wall St. Rank hold LEN as of Q2 2020.

Bronson Point Management reported no remaining Lennar Class A position as of Q2 2020 after selling out during the quarter.
Bronson Point Management sold 25,825 Lennar Class A shares in Q2 2020, an estimated $955K.
Bronson Point Management first reported a position in Lennar Class A in Q2 2013 and held it in 7 quarters.
Bronson Point Management's Lennar Class A position peaked at $23.6M in Q2 2018.
620 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2020.

Based on Bronson Point Management's 13F filing for Q2 2020, filed 14 Aug 2020.