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