Picton Mahoney Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,796
| Closed | -$7.09M | – | 1068 |
|
|
2025
Q1 | $7.09M | Buy |
61,796
+9,492
| +18% | +$1.09M | 0.12% | 141 |
|
|
2024
Q4 | $6.91M | Sell |
52,304
-4,348
| -8% | -$574K | 0.14% | 131 |
|
|
2024
Q3 | $10.3M | Sell |
56,652
-7,019
| -11% | -$1.27M | 0.34% | 94 |
|
|
2024
Q2 | $9.24M | Buy |
63,671
+28,218
| +80% | +$4.09M | 0.36% | 95 |
|
|
2024
Q1 | $5.9M | Sell |
35,453
-15,295
| -30% | -$2.55M | 0.18% | 127 |
|
|
2023
Q4 | $7.32M | Buy |
50,748
+29,986
| +144% | +$4.33M | 0.2% | 100 |
|
|
2023
Q3 | $2.25M | Buy |
+20,762
| New | +$2.25M | 0.07% | 183 |
|
|
2023
Q1 | – | Sell |
-1,690
| Closed | -$149K | – | 529 |
|
|
2022
Q4 | $149K | Buy |
1,690
+872
| +107% | +$76.9K | 0.01% | 474 |
|
|
2022
Q3 | $60K | Buy |
+818
| New | +$60K | ﹤0.01% | 571 |
|
|
2015
Q2 | – | Sell |
-2,101
| Closed | -$104K | – | 299 |
|
|
2015
Q1 | $104K | Buy |
2,101
+420
| +25% | +$20.8K | ﹤0.01% | 200 |
|
|
2014
Q4 | $72K | Sell |
1,681
-40,236
| -96% | -$1.72M | ﹤0.01% | 214 |
|
|
2014
Q3 | $1.55K | Buy |
41,917
+38,870
| +1,276% | +$1.44K | 0.08% | 139 |
|
|
2014
Q2 | $122 | Hold |
3,047
| – | – | 0.01% | 250 |
|
|
2014
Q1 | $115K | Hold |
3,047
| – | – | 0.01% | 290 |
|
|
2013
Q4 | $115K | Buy |
+3,047
| New | +$115K | 0.01% | 297 |
|