MCM
Marsico Capital Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,008
| Closed | -$7.31M | – | 69 |
|
|
2024
Q3 | $7.31M | Hold |
39,008
| – | – | 0.2% | 49 |
|
|
2024
Q2 | $5.85M | Sell |
39,008
-145,175
| -79% | -$21.8M | 0.17% | 48 |
|
|
2024
Q1 | $31.7M | Hold |
184,183
| – | – | 1.04% | 22 |
|
|
2023
Q4 | $27.5M | Buy |
184,183
+101,695
| +123% | +$15.2M | 1.07% | 23 |
|
|
2023
Q3 | $9.26M | Buy |
82,488
+466
| +0.6% | +$52.3K | 0.4% | 35 |
|
|
2023
Q2 | $10.3M | Buy |
+82,022
| New | +$10.3M | 0.41% | 35 |
|