Dendur Capital’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-200,402
Closed -$17.6M 15
2022
Q4
$17.6M Sell
200,402
-127,576
-39% -$11.2M 3.13% 11
2022
Q3
$23.7M Sell
327,978
-67,145
-17% -$4.85M 4.72% 9
2022
Q2
$27M Hold
395,123
5.63% 8
2022
Q1
$31M Sell
395,123
-23,759
-6% -$1.87M 5.33% 8
2021
Q4
$47.1M Buy
418,882
+232,942
+125% +$26.2M 6.7% 6
2021
Q3
$16.9M Buy
+185,940
New +$16.9M 2.52% 12
2020
Q1
Sell
-240,119
Closed -$13M 22
2019
Q4
$13M Buy
+240,119
New +$13M 4.53% 8