Convergence Investment Partners’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	-6,059	Closed	-$800K	–	284
2024 Q4	$800K	Sell	6,059 -121	-2%	-$19.7K	0.18%	165
2024 Q3	$1.12M	Buy	6,180 +858	+16%	+$144K	0.3%	109
2024 Q2	$772K	Sell	5,322 -1,375	-21%	-$209K	0.23%	141
2024 Q1	$1.11M	Buy	+6,697	New	+$1.01M	0.43%	76
2021 Q3	–	Sell	-2,980	Closed	-$287K	–	250
2021 Q2	$287K	Sell	2,980 -116	-4%	-$11.2K	0.12%	170
2021 Q1	$303K	Buy	3,096 +301	+11%	+$25.3K	0.14%	152
2020 Q4	$206K	Buy	+2,795	New	+$209K	0.1%	179
2020 Q3	–	Sell	-12,194	Closed	-$727K	–	256
2020 Q2	$727K	Buy	+12,194	New	+$623K	0.25%	144
2018 Q2	–	Sell	-785	Closed	-$45K	–	630
2018 Q1	$45K	Buy	+785	New	+$47.3K	0.01%	457
2017 Q1	–	Sell	-20,097	Closed	-$821K	–	358
2016 Q4	$821K	Buy	+20,097	New	+$813K	0.11%	266
2016 Q2	–	Sell	-51,005	Closed	-$2.35M	–	347
2016 Q1	$2.35M	Buy	+51,005	New	+$2.09M	0.28%	132