TwinBeech Capital’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
Sell
-144,051
Closed -$16.5M 843
2025
Q1
$16.5M Sell
144,051
-41,225
-22% -$4.73M 0.3% 101
2024
Q4
$24.5M Buy
+185,276
New +$24.5M 0.42% 80
2024
Q2
Sell
-10,018
Closed -$1.67M 691
2024
Q1
$1.67M Buy
+10,018
New +$1.67M 0.03% 366
2023
Q4
Sell
-271,198
Closed -$29.5M 781
2023
Q3
$29.5M Buy
+271,198
New +$29.5M 0.57% 44
2021
Q1
Sell
-45,951
Closed -$3.39M 568
2020
Q4
$3.39M Buy
+45,951
New +$3.39M 0.55% 45
2020
Q1
Sell
-56,233
Closed -$3.04M 393
2019
Q4
$3.04M Buy
+56,233
New +$3.04M 0.88% 20