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Southpoint Capital Advisors’s Lennar Class A LEN Stock Holding History

Southpoint Capital Advisors’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
2024
Q2 		– Sell
-330,560
Closed -$55M – 55
2024
Q1 		$55M Hold
330,560
– – 1.09% 35
2023
Q4 		$47.7M Sell
330,560
-82,640
-20% -$9.95M 1.02% 31
2023
Q3 		$44.9M Sell
413,200
-464,850
-53% -$54.5M 1% 30
2023
Q2 		$107M Buy
878,050
+309,900
+55% +$33.8M 2.31% 18
2023
Q1 		$57.8M Sell
568,150
-154,950
-21% -$15M 1.31% 24
2022
Q4 		$63.4M Sell
723,100
-206,600
-22% -$16.7M 1.64% 16
2022
Q3 		$67.1M Sell
929,700
-103,300
-10% -$8.02M 1.81% 21
2022
Q2 		$70.6M Buy
1,033,000
+413,200
+67% +$30.3M 2% 18
2022
Q1 		$48.7M Buy
619,800
+413,200
+200% +$37.2M 0.94% 31
2021
Q4 		$23.2M Hold
206,600
– – 0.45% 40
2021
Q3 		$18.7M Sell
206,600
-619,800
-75% -$61.3M 0.4% 40
2021
Q2 		$79.5M Buy
826,400
+413,200
+100% +$39.9M 1.38% 29
2021
Q1 		$40.5M Buy
+413,200
New +$34.7M 0.65% 41

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Southpoint Capital Advisors's LEN Position: Q2 2024 in Review

Southpoint Capital Advisors sold out of Lennar Class A (LEN) in Q2 2024, closing a stake of 330,560 shares — an estimated $55M sold.

Southpoint Capital Advisors first reported a position in LEN in Q1 2021 and held it in 13 quarters. The position peaked at $107M in Q2 2023. 978 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

  • Southpoint Capital Advisors reported no remaining Lennar Class A position as of Q2 2024 after selling out during the quarter.
  • Southpoint Capital Advisors sold 330,560 Lennar Class A shares in Q2 2024, an estimated $55M.
  • Southpoint Capital Advisors first reported a position in Lennar Class A in Q1 2021 and held it in 13 quarters.
  • Southpoint Capital Advisors's Lennar Class A position peaked at $107M in Q2 2023.
  • 978 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Southpoint Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.