Horiko Capital Management’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 | $10.7M | Sell |
96,685
-2,402
| -2% | -$265K | 2.79% | 12 |
|
|
2025
Q1 | $11.4M | Buy |
99,087
+801
| +0.8% | +$91.8K | 3.34% | 12 |
|
|
2024
Q4 | $13M | Sell |
98,286
-4,148
| -4% | -$548K | 3.75% | 11 |
|
|
2024
Q3 | $18.6M | Sell |
102,434
-5,398
| -5% | -$979K | 5.37% | 8 |
|
|
2024
Q2 | $15.6M | Buy |
107,832
+1,215
| +1% | +$176K | 4.44% | 10 |
|
|
2024
Q1 | $17.8M | Sell |
106,617
-3,258
| -3% | -$542K | 5.43% | 10 |
|
|
2023
Q4 | $15.9M | Buy |
109,875
+33,977
| +45% | +$4.9M | 5.43% | 8 |
|
|
2023
Q3 | $8.25M | Buy |
75,898
+7,683
| +11% | +$835K | 4.33% | 10 |
|
|
2023
Q2 | $8.27M | Buy |
68,215
+4,856
| +8% | +$589K | 4.4% | 9 |
|
|
2023
Q1 | $6.45M | Buy |
+63,359
| New | +$6.45M | 3.88% | 9 |
|