Cerrano Capital 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
2018 Q3	–	Sell	-114,870	Closed	-$5.84M	–	14
2018 Q2	$5.84M	Sell	114,870 -25,825	-18%	-$1.31M	0.99%	13
2018 Q1	$8.03M	Buy	140,695 +88,115	+168%	+$5.03M	1.61%	12
2017 Q4	$3.22M	Buy	+52,580	New	+$3.22M	1.29%	16