Lone Pine Capital’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
Q1
Sell
-1,774,594
Closed -$234M 29
2024
Q4
$234M Sell
1,774,594
-1,249,673
-41% -$165M 1.74% 24
2024
Q3
$549M Buy
+3,024,267
New +$549M 4.09% 11