Rheos Capital Works’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-116,729	Closed	-$10.6M	–	143
2021 Q3	$10.6M	Buy	116,729 +65,079	+126%	+$5.9M	0.55%	67
2021 Q2	$4.97M	Buy	+51,650	New	+$4.97M	0.25%	92