Lakewood 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
2019 Q1	–	Sell	-295,438	Closed	-$11.2M	–	40
2018 Q4	$11.2M	Buy	+295,438	New	+$11.2M	0.37%	37