ExodusPoint Capital Management’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-167,385	Closed	-$17.2M	–	1864
2025 Q4	$17.2M	Buy	167,385 +74,101	+79%	+$8.95M	0.19%	126
2025 Q3	$11.8M	Buy	+93,284	New	+$11.6M	0.16%	160
2025 Q2	–	Sell	-129,148	Closed	-$14.8M	–	1757
2025 Q1	$14.8M	Buy	129,148 +98,820	+326%	+$12.3M	0.2%	144
2024 Q4	$4M	Buy	+30,328	New	+$4.93M	0.04%	502
2024 Q3	–	Sell	-76,471	Closed	-$12.8M	–	1885
2024 Q2	$11.1M	Sell	76,471 -53,408	-41%	-$8.13M	0.12%	234
2024 Q1	$21.6M	Sell	129,879 -4,151	-3%	-$624K	0.27%	96
2023 Q4	$19.3M	Buy	134,030 +115,933	+641%	+$14M	0.24%	105
2023 Q3	$1.97M	Sell	18,097 -21,275	-54%	-$2.5M	0.03%	680
2023 Q2	$4.78M	Buy	+39,372	New	+$4.3M	0.06%	460
2023 Q1	–	Sell	-89,869	Closed	-$7.87M	–	1971
2022 Q4	$7.87M	Buy	89,869 +20,658	+30%	+$1.67M	0.12%	228
2022 Q3	$5M	Buy	69,211 +56,753	+456%	+$4.41M	0.07%	406
2022 Q2	$851K	Sell	12,458 -166,316	-93%	-$12.2M	0.01%	1155
2022 Q1	$14M	Buy	178,774 +141,595	+381%	+$12.8M	0.2%	118
2021 Q4	$4.18M	Buy	+37,179	New	+$3.8M	0.05%	502
2021 Q1	–	Sell	-2,793	Closed	-$206K	–	2386
2020 Q4	$206K	Sell	2,793 -821	-23%	-$61.5K	﹤0.01%	1718
2020 Q3	$286K	Sell	3,614 -13,309	-79%	-$945K	0.01%	1312
2020 Q2	$1.01M	Buy	16,923 +11,493	+212%	+$587K	0.03%	740
2020 Q1	$201K	Sell	5,430 -59,181	-92%	-$3.35M	0.02%	790
2019 Q4	$3.49M	Buy	+64,611	New	+$3.69M	0.1%	219
2019 Q3	–	Sell	-15,702	Closed	-$737K	–	1504
2019 Q2	$737K	Buy	+15,702	New	+$783K	0.05%	344
2019 Q1	–	Sell	-10,935	Closed	-$414K	–	723
2018 Q4	$414K	Buy	+10,935	New	+$446K	0.03%	166