Tevis Investment 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
$960K Buy
8,677
+3,763
+77% +$416K 0.61% 53
2025
Q1
$670K Sell
4,914
-162
-3% -$22.1K 0.5% 59
2024
Q4
$670K Buy
5,076
+1,400
+38% +$185K 0.5% 59
2024
Q3
$667K Sell
3,676
-185
-5% -$33.6K 0.49% 60
2024
Q2
$560K Buy
3,861
+1,026
+36% +$149K 0.45% 61
2024
Q1
$472K Buy
2,835
+323
+13% +$53.8K 0.4% 64
2023
Q4
$362K Buy
+2,512
New +$362K 0.33% 69