LEN Lennar Corp

held 1.5 yr · 6 quarters on record · no longer held LEN across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q3 2025	279,424	0.90%	Add ×3.1	$35M
Q2 2025	89,900	0.25%	NEW	$10M
Q4 2022	441,892	1.99%	NEW	$40M
Q3 2020	184,872	0.44%	—	$15M
Q2 2020	184,872	0.35%	NEW	$11M
Q2 2014	370,400	1.11%	NEW	$16M

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