Knightsbridge Asset 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	–	Sell	-37,781	Closed	-$4.34M	–	157
2025 Q1	$4.34M	Sell	37,781 -4,610	-11%	-$529K	1.11%	35
2024 Q4	$5.6M	Sell	42,391 -1,421	-3%	-$188K	1.3%	27
2024 Q3	$7.95M	Sell	43,812 -1,002	-2%	-$182K	1.78%	19
2024 Q2	$6.5M	Buy	+44,814	New	+$6.5M	1.61%	26