SSM
Sound Shore Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-466,752
| Closed | -$53.6M | – | 42 |
|
|
2025
Q1 | $53.6M | Buy |
466,752
+70,463
| +18% | +$8.09M | 1.88% | 35 |
|
|
2024
Q4 | $54M | Buy |
396,289
+42,949
| +12% | +$5.86M | 1.78% | 37 |
|
|
2024
Q3 | $66.2M | Sell |
353,340
-45,322
| -11% | -$8.5M | 2.15% | 29 |
|
|
2024
Q2 | $59.7M | Sell |
398,662
-12,617
| -3% | -$1.89M | 1.99% | 36 |
|
|
2024
Q1 | $70.7M | Buy |
411,279
+14,300
| +4% | +$2.46M | 2.21% | 29 |
|
|
2023
Q4 | $59.2M | Sell |
396,979
-94,807
| -19% | -$14.1M | 2.05% | 32 |
|
|
2023
Q3 | $55.2M | Buy |
491,786
+44,499
| +10% | +$4.99M | 2.11% | 34 |
|
|
2023
Q2 | $56M | Sell |
447,287
-393,644
| -47% | -$49.3M | 2.07% | 30 |
|
|
2023
Q1 | $88.4M | Sell |
840,931
-168,740
| -17% | -$17.7M | 3.33% | 9 |
|
|
2022
Q4 | $91.4M | Sell |
1,009,671
-65,318
| -6% | -$5.91M | 3.44% | 10 |
|
|
2022
Q3 | $80.1M | Sell |
1,074,989
-325,495
| -23% | -$24.3M | 3.24% | 12 |
|
|
2022
Q2 | $98.8M | Buy |
1,400,484
+32,295
| +2% | +$2.28M | 3.62% | 5 |
|
|
2022
Q1 | $111M | Buy |
1,368,189
+722,560
| +112% | +$58.7M | 3.23% | 9 |
|
|
2021
Q4 | $75M | Sell |
645,629
-290,796
| -31% | -$33.8M | 2.08% | 30 |
|
|
2021
Q3 | $87.7M | Buy |
936,425
+227,221
| +32% | +$21.3M | 2.48% | 24 |
|
|
2021
Q2 | $70.5M | Sell |
709,204
-62,343
| -8% | -$6.19M | 1.96% | 34 |
|
|
2021
Q1 | $78.1M | Sell |
771,547
-241,060
| -24% | -$24.4M | 2.28% | 23 |
|
|
2020
Q4 | $77.2M | Buy |
1,012,607
+90,195
| +10% | +$6.88M | 2.3% | 20 |
|
|
2020
Q3 | $75.3M | Sell |
922,412
-510,881
| -36% | -$41.7M | 2.35% | 22 |
|
|
2020
Q2 | $88.3M | Sell |
1,433,293
-1,083,544
| -43% | -$66.8M | 2.72% | 17 |
|
|
2020
Q1 | $96.1M | Buy |
2,516,837
+478,019
| +23% | +$18.3M | 3.35% | 10 |
|
|
2019
Q4 | $114M | Sell |
2,038,818
-1,126,691
| -36% | -$62.9M | 2.66% | 21 |
|
|
2019
Q3 | $177M | Buy |
3,165,509
+491,806
| +18% | +$27.5M | 3.67% | 7 |
|
|
2019
Q2 | $130M | Buy |
2,673,703
+55,584
| +2% | +$2.69M | 2.51% | 20 |
|
|
2019
Q1 | $129M | Sell |
2,618,119
-71,989
| -3% | -$3.53M | 2.47% | 24 |
|
|
2018
Q4 | $105M | Buy |
+2,690,108
| New | +$105M | 2.17% | 28 |
|