Distillate 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 |
-164,172
| Closed | -$18.8M | – | 132 |
|
|
2025
Q1 | $18.8M | Buy |
164,172
+8,762
| +6% | +$1.01M | 0.97% | 33 |
|
|
2024
Q4 | $20.5M | Sell |
155,410
-68,204
| -31% | -$9M | 1.01% | 31 |
|
|
2024
Q3 | $40.6M | Buy |
223,614
+98,643
| +79% | +$17.9M | 2.03% | 15 |
|
|
2024
Q2 | $18.1M | Buy |
124,971
+124,880
| +137,231% | +$18.1M | 0.96% | 31 |
|
|
2024
Q1 | $15.1K | Buy |
+91
| New | +$15.1K | 2.54% | 12 |
|
|
2023
Q1 | – | Sell |
-132
| Closed | -$11.6K | – | 72 |
|
|
2022
Q4 | $11.6K | Buy |
+132
| New | +$11.6K | 1.07% | 26 |
|