Intrinsic Edge 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
2023 Q3	–	Sell	-54,981	Closed	-$6.67M	–	162
2023 Q2	$6.67M	Hold	54,981	–	–	0.48%	71
2023 Q1	$5.59M	Buy	+54,981	New	+$5.59M	0.56%	71
2020 Q4	–	Sell	-92,917	Closed	-$7.35M	–	254
2020 Q3	$7.35M	Buy	+92,917	New	+$7.35M	0.5%	66