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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$55M Hold
2023
Q4
$47.7M Sell
2023
Q3
$44.9M Sell
2023
Q2
$107M Buy
2023
Q1
$57.8M Sell
2022
Q4
$63.4M Sell
2022
Q3
$67.1M Sell
2022
Q2
$70.6M Buy
2022
Q1
$48.7M Buy
2021
Q4
$23.2M Hold
2021
Q3
$18.7M Sell
2021
Q2
$79.5M Buy
2021
Q1
$40.5M Buy