D1 Capital Partners’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-468,433
| Closed | -$53.8M | – | 41 |
|
2025
Q1 | $53.8M | Sell |
468,433
-226,190
| -33% | -$26M | 0.82% | 32 |
|
2024
Q4 | $88.1M | Buy |
694,623
+279,357
| +67% | +$35.4M | 1.46% | 25 |
|
2024
Q3 | $75.4M | Sell |
415,266
-2,084,594
| -83% | -$378M | 1.46% | 23 |
|
2024
Q2 | $363M | Buy |
2,499,860
+2,027,208
| +429% | +$294M | 6.12% | 3 |
|
2024
Q1 | $78.7M | Buy |
+472,652
| New | +$78.7M | 1.2% | 23 |
|
2019
Q2 | – | Sell |
-4,772,460
| Closed | -$227M | – | 32 |
|
2019
Q1 | $227M | Buy |
+4,772,460
| New | +$227M | 4.09% | 9 |
|