Long Pond 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 |
-950,651
| Closed | -$125M | – | 38 |
|
|
2024
Q4 | $125M | Buy |
950,651
+306,266
| +48% | +$40.4M | 6.37% | 5 |
|
|
2024
Q3 | $117M | Buy |
+644,385
| New | +$117M | 5.24% | 5 |
|
|
2020
Q1 | – | Sell |
-1,468,053
| Closed | -$79.3M | – | 39 |
|
|
2019
Q4 | $79.3M | Sell |
1,468,053
-1,336,382
| -48% | -$72.2M | 2.03% | 18 |
|
|
2019
Q3 | $152M | Buy |
2,804,435
+1,194,182
| +74% | +$64.6M | 3.96% | 8 |
|
|
2019
Q2 | $75.5M | Sell |
1,610,253
-794,192
| -33% | -$37.3M | 2.27% | 13 |
|
|
2019
Q1 | $114M | Buy |
2,404,445
+419,359
| +21% | +$19.9M | 3.98% | 9 |
|
|
2018
Q4 | $75.2M | Sell |
1,985,086
-2,967,298
| -60% | -$112M | 2.95% | 9 |
|
|
2018
Q3 | $224M | Sell |
4,952,384
-419,216
| -8% | -$18.9M | 5.83% | 4 |
|
|
2018
Q2 | $273M | Buy |
5,371,600
+3,562,880
| +197% | +$181M | 6.02% | 2 |
|
|
2018
Q1 | $103M | Buy |
1,808,720
+1,773,972
| +5,105% | +$101M | 2.63% | 13 |
|
|
2017
Q4 | $2.13M | Buy |
+34,748
| New | +$2.13M | 0.06% | 25 |
|
|
2017
Q2 | – | Sell |
-1,351,658
| Closed | -$65.9M | – | 29 |
|
|
2017
Q1 | $65.9M | Sell |
1,351,658
-2,706,414
| -67% | -$132M | 2.9% | 14 |
|
|
2016
Q4 | $166M | Buy |
4,058,072
+1,164,042
| +40% | +$47.6M | 7.78% | 5 |
|
|
2016
Q3 | $117M | Buy |
2,894,030
+692,161
| +31% | +$27.9M | 5.44% | 8 |
|
|
2016
Q2 | $96.6M | Buy |
+2,201,869
| New | +$96.6M | 4.52% | 10 |
|
|
2015
Q1 | – | Sell |
-355,368
| Closed | -$15.2M | – | 36 |
|
|
2014
Q4 | $15.2M | Buy |
+355,368
| New | +$15.2M | 0.91% | 28 |
|
|
2014
Q1 | – | Sell |
-654,302
| Closed | -$24.6M | – | 35 |
|
|
2013
Q4 | $24.6M | Buy |
+654,302
| New | +$24.6M | 2.37% | 15 |
|