MCM
LEN icon

Melvin Capital Management’s Lennar Class A LEN Stock Holding History

Melvin Capital Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-619,800
Closed -$33.5M – 69
2019
Q3 		$33.5M Sell
619,800
-929,700
-60% -$50.3M 0.27% 48
2019
Q2 		$72.7M Buy
1,549,500
+516,500
+50% +$24.2M 0.74% 35
2019
Q1 		$49.1M Buy
+1,033,000
New +$49.1M 0.58% 39