Norman Fields Gottscho Capital Management’s Lennar Class A LEN Stock Holding History

Norman Fields Gottscho 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
2025 Q2	$399K	Hold	3,607	–	–	0.13%	48
2025 Q1	$414K	Sell	3,607 -119	-3%	-$13.7K	0.14%	46
2024 Q4	$492K	Hold	3,726	–	–	0.16%	42
2024 Q3	$676K	Hold	3,726	–	–	0.22%	41
2024 Q2	$526K	Hold	3,726	–	–	0.18%	43
2024 Q1	$620K	Hold	3,726	–	–	0.23%	43
2023 Q4	$538K	Hold	3,726	–	–	0.21%	45
2023 Q3	$405K	Hold	3,726	–	–	0.18%	50
2023 Q2	$452K	Hold	3,726	–	–	0.19%	48
2023 Q1	$379K	Hold	3,726	–	–	0.17%	54
2022 Q4	$326K	Hold	3,726	–	–	0.15%	60
2022 Q3	$269K	Hold	3,726	–	–	0.13%	62
2022 Q2	$255K	Hold	3,726	–	–	0.12%	65
2022 Q1	$293K	Hold	3,726	–	–	0.11%	66
2021 Q4	$419K	Hold	3,726	–	–	0.16%	58
2021 Q3	$338K	Hold	3,726	–	–	0.13%	61
2021 Q2	$358K	Hold	3,726	–	–	0.14%	59
2021 Q1	$365K	Hold	3,726	–	–	0.16%	58
2020 Q4	$275K	Hold	3,726	–	–	0.12%	55
2020 Q3	$295K	Hold	3,726	–	–	0.15%	53
2020 Q2	$222K	Buy	+3,726	New	+$222K	0.12%	61
2020 Q1	–	Sell	-3,726	Closed	-$201K	–	69
2019 Q4	$201K	Hold	3,726	–	–	0.1%	72
2019 Q3	$201K	Buy	+3,726	New	+$201K	0.1%	70
2019 Q1	–	Sell	-34,447	Closed	-$1.31M	–	75
2018 Q4	$1.31M	Sell	34,447 -13,455	-28%	-$510K	0.77%	32
2018 Q3	$2.17M	Buy	47,902 +6,420	+15%	+$290K	1.08%	26
2018 Q2	$2.11M	Buy	41,482 +9,917	+31%	+$504K	1.13%	27
2018 Q1	$1.8M	Buy	31,565 +7,522	+31%	+$429K	0.98%	30
2017 Q4	$1.47M	Sell	24,043 -409	-2%	-$25K	0.81%	32
2017 Q3	$1.23M	Buy	24,452 +6,776	+38%	+$341K	0.74%	33
2017 Q2	$897K	Buy	17,676 +9,508	+116%	+$483K	0.56%	36
2017 Q1	$398K	Buy	8,168 +105	+1%	+$5.12K	0.25%	52
2016 Q4	$329K	Sell	8,063 -3,441	-30%	-$140K	0.22%	58
2016 Q3	$464K	Buy	11,504 +3,100	+37%	+$125K	0.31%	50
2016 Q2	$369K	Buy	8,404 +1,365	+19%	+$59.9K	0.26%	54
2016 Q1	$324K	Buy	+7,039	New	+$324K	0.22%	56