Oakcliff Capital Partners’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 Q2	$13.1M	Buy	118,000 +14,000	+13%	+$1.55M	6.52%	7
2025 Q1	$11.9M	Buy	+104,000	New	+$11.9M	6.29%	9