River Road 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	$49.7M	Buy	443,477 +205,234	+86%	+$23M	0.63%	62
2025 Q1	$27.3M	Sell	238,243 -166,201	-41%	-$19.1M	0.37%	84
2024 Q4	$53.4M	Buy	404,444 +13,918	+4%	+$1.84M	0.71%	54
2024 Q3	$70.9M	Buy	390,526 +56,800	+17%	+$10.3M	0.93%	38
2024 Q2	$48.4M	Buy	+333,726	New	+$48.4M	0.69%	52