Palestra 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
2023 Q3	–	Sell	-480,345	Closed	-$58.3M	–	29
2023 Q2	$58.3M	Buy	+480,345	New	+$58.3M	2.88%	21