PCM
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Polymer Capital Management’s Lennar Class A LEN Stock Holding History

Polymer 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 		$2.44M Buy
22,060
+17,192
+353% +$1.9M 0.29% 65
2025
Q1 		$559K Sell
4,868
-1,369
-22% -$157K 0.14% 127
2024
Q4 		$823K Buy
+6,237
New +$823K 0.22% 59