Contravisory Investment Management’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,404	Closed	-$449K	–	416
2024 Q4	$449K	Hold	3,404	–	–	0.1%	158
2024 Q3	$618K	Sell	3,404 -51	-1%	-$8.54K	0.13%	107
2024 Q2	$501K	Buy	3,455 +25	+0.7%	+$3.8K	0.11%	123
2024 Q1	$571K	Sell	3,430 -13	-0.4%	-$1.95K	0.13%	108
2023 Q4	$497K	Sell	3,443 -100	-3%	-$12K	0.12%	115
2023 Q3	$385K	Buy	+3,543	New	+$416K	0.11%	136
2020 Q2	–	Sell	-58	Closed	-$2K	–	295
2020 Q1	$2K	Buy	+58	New	+$3.28K	﹤0.01%	270
2018 Q3	–	Sell	-5,923	Closed	-$301K	–	339
2018 Q2	$301K	Sell	5,923 -113	-2%	-$5.92K	0.11%	126
2018 Q1	$344K	Buy	6,036 +394	+7%	+$23.8K	0.13%	98
2017 Q4	$345K	Buy	5,642 +575	+11%	+$32.7K	0.13%	81
2017 Q3	$255K	Buy	5,067 +59	+1%	+$2.94K	0.09%	122
2017 Q2	$254K	Buy	+5,008	New	+$246K	0.09%	109