Dendur Capital’s Lennar Class A LEN Stock Holding History

Dendur Capital’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200,402	Closed	-$17.6M	–	15
2022 Q4	$17.6M	Sell	200,402 -127,576	-39%	-$10.3M	3.13%	12
2022 Q3	$23.7M	Sell	327,978 -67,145	-17%	-$5.22M	4.72%	10
2022 Q2	$27M	Hold	395,123	–	–	5.63%	9
2022 Q1	$31M	Sell	395,123 -23,759	-6%	-$2.14M	5.33%	8
2021 Q4	$47.1M	Buy	418,882 +232,942	+125%	+$23.8M	6.7%	6
2021 Q3	$16.9M	Buy	+185,940	New	+$18.4M	2.52%	13
2020 Q1	–	Sell	-240,119	Closed	-$13M	–	23
2019 Q4	$13M	Buy	+240,119	New	+$13.7M	4.53%	10

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dendur Capital's LEN Position: Q1 2023 in Review

Dendur Capital sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 200,402 shares — an estimated $17.6M sold.

Dendur Capital first reported a position in LEN in Q4 2019 and held it in 7 quarters. The position peaked at $47.1M in Q4 2021. 786 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

Dendur Capital reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
Dendur Capital sold 200,402 Lennar Class A shares in Q1 2023, an estimated $17.6M.
Dendur Capital first reported a position in Lennar Class A in Q4 2019 and held it in 7 quarters.
Dendur Capital's Lennar Class A position peaked at $47.1M in Q4 2021.
786 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on Dendur Capital's 13F filing for Q1 2023, filed 15 May 2023.