Osborne Partners Capital Management’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,188
Closed -$216K 223
2024
Q3
$216K Buy
+1,188
New +$216K 0.01% 216
2024
Q1
Sell
-1,772
Closed -$256K 207
2023
Q4
$256K Buy
+1,772
New +$256K 0.02% 190
2023
Q3
Sell
-4,932
Closed -$598K 203
2023
Q2
$598K Sell
4,932
-58,537
-92% -$7.1M 0.04% 146
2023
Q1
$6.46M Sell
63,469
-2,330
-4% -$237K 0.47% 80
2022
Q4
$5.76M Sell
65,799
-2,678
-4% -$235K 0.45% 79
2022
Q3
$4.94M Sell
68,477
-41,906
-38% -$3.02M 0.41% 83
2022
Q2
$7.54M Buy
110,383
+84
+0.1% +$5.74K 0.58% 62
2022
Q1
$8.67M Buy
110,299
+3,439
+3% +$270K 0.64% 58
2021
Q4
$12M Buy
106,860
+2,859
+3% +$321K 0.88% 37
2021
Q3
$9.43M Buy
104,001
+2,942
+3% +$267K 0.76% 46
2021
Q2
$9.72M Buy
101,059
+1,989
+2% +$191K 0.8% 40
2021
Q1
$9.71M Buy
+99,070
New +$9.71M 0.88% 37