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RIT Capital Partners’s Lennar Class A LEN Stock Holding History

RIT Capital Partners’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-345,000
Closed -$39.6M – 25
2025
Q1 		$39.6M Sell
345,000
-1,013,395
-75% -$127M 5.63% 6
2024
Q4 		$172M Sell
1,358,395
-348,224
-20% -$56.6M 20.09% 2
2024
Q3 		$310M Buy
1,706,619
+950,360
+126% +$159M 38.71% 1
2024
Q2 		$110M Buy
756,259
+138,422
+22% +$21.1M 25.78% 1
2024
Q1 		$103M Buy
617,837
+103,300
+20% +$15.5M 18.3% 1
2023
Q4 		$74.2M Sell
514,537
-110,015
-18% -$13.3M 21.24% 1
2023
Q3 		$67.9M Buy
624,552
+99,995
+19% +$11.7M 17% 1
2023
Q2 		$63.6M Buy
524,557
+189,968
+57% +$20.7M 17.78% 1
2023
Q1 		$34M Buy
+334,589
New +$32.3M 10.3% 6

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