Sophron Capital 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	$8.47M	Buy	+76,542	New	+$8.47M	2.59%	15
2025 Q1	–	Sell	-40,421	Closed	-$5.34M	–	41
2024 Q4	$5.34M	Buy	+40,421	New	+$5.34M	2.11%	19