Twin Lakes Capital Management’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
2026 Q1	$10.1K	Buy	116 +1	+0.9%	+$108	﹤0.01%	181
2025 Q4	$11.9K	Hold	115	–	–	0.01%	188
2025 Q3	$14.5K	Buy	115 +1	+0.9%	+$124	0.01%	180
2025 Q2	$12.6K	Hold	114	–	–	0.01%	183
2025 Q1	$13.1K	Sell	114 -3	-3%	-$375	0.01%	181
2024 Q4	$15.5K	Hold	117	–	–	0.01%	186
2024 Q3	$21.2K	Hold	117	–	–	0.01%	178
2024 Q2	$16.9K	Buy	117 +1	+0.9%	+$152	0.01%	181
2024 Q1	$19.3K	Hold	116	–	–	0.01%	178
2023 Q4	$16.7K	Hold	116	–	–	0.01%	185
2023 Q3	$12.5K	Buy	116 +1	+0.9%	+$117	0.01%	195
2023 Q2	$13.9K	Hold	115	–	–	0.01%	192
2023 Q1	$11.7K	Buy	115 +1	+0.9%	+$97	0.01%	199
2022 Q4	$10K	Hold	114	–	–	0.01%	205
2022 Q3	$8K	Buy	+114	New	+$8.86K	0.01%	215
2022 Q2	–	Sell	-113	Closed	-$9K	–	220
2022 Q1	$9K	Buy	113 +1	+0.9%	+$90	0.01%	224
2021 Q4	$13K	Hold	112	–	–	0.01%	210
2021 Q3	$10K	Hold	112	–	–	0.01%	213
2021 Q2	$11K	Hold	112	–	–	0.01%	193
2021 Q1	$11K	Buy	+112	New	+$9.42K	0.01%	183