Taube Hodson Stonex Partners’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
$35.9M Sell
817,116
-43,406
-5% -$1.9M 7.35% 5
2016
Q1
$39.6M Buy
860,522
+101,411
+13% +$4.67M 7.66% 6
2015
Q4
$35.3M Sell
759,111
-27,535
-4% -$1.28M 5.91% 9
2015
Q3
$36M Sell
786,646
-287,332
-27% -$13.2M 5.98% 9
2015
Q2
$52.2M Sell
1,073,978
-75,682
-7% -$3.68M 5.65% 8
2015
Q1
$56.7M Sell
1,149,660
-34,259
-3% -$1.69M 6.49% 8
2014
Q4
$50.5M Sell
1,183,919
-43,788
-4% -$1.87M 4.68% 13
2014
Q3
$45.4M Buy
1,227,707
+43,126
+4% +$1.59M 3.89% 14
2014
Q2
$47.3M Buy
+1,184,581
New +$47.3M 4.11% 12