Merchants' Gate 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
2014 Q4	–	Sell	-677,523	Closed	-$25M	–	13
2014 Q3	$25M	Buy	+677,523	New	+$25M	1.97%	14
2013 Q3	–	Sell	-1,493,898	Closed	-$51.2M	–	21
2013 Q2	$51.2M	Buy	+1,493,898	New	+$51.2M	2.47%	13