Thiel Macro’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-51,650	Closed	-$2.46M	–	10
2019 Q1	$2.46M	Sell	51,650 -103,300	-67%	-$4.91M	0.88%	3
2018 Q4	$5.87M	Buy	+154,950	New	+$5.87M	0.9%	3