Lakewood 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
$1.2M Sell
10,826
-626
-5% -$69.2K 0.8% 39
2025
Q1
$1.31M Buy
11,452
+2,344
+26% +$269K 0.89% 34
2024
Q4
$1.2M Buy
9,108
+51
+0.6% +$6.73K 0.83% 34
2024
Q3
$1.64M Sell
9,057
-638
-7% -$116K 1.12% 26
2024
Q2
$1.41M Buy
9,695
+73
+0.8% +$10.6K 0.98% 29
2024
Q1
$1.6M Sell
9,622
-3
-0% -$499 1.09% 28
2023
Q4
$1.39M Buy
9,625
+3
+0% +$433 1.08% 28
2023
Q3
$1.05M Buy
9,622
+189
+2% +$20.5K 0.85% 39
2023
Q2
$1.14M Sell
9,433
-43
-0.5% -$5.22K 0.9% 37
2023
Q1
$964K Buy
9,476
+120
+1% +$12.2K 0.8% 43
2022
Q4
$820K Buy
+9,356
New +$820K 0.66% 45