Holding/activity history for Lennar Corp. CL B (LEN.B)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 173,710 | 3.82 | Reduce 15.62% | 0.71 | $134.05 |
| 2023 Q3 | 205,872 | 3.60 | Reduce 3.51% | 0.13 | $104.25 |
| 2023 Q2 | 213,368 | 3.98 | Reduce 21.98% | 1.12 | $112.98 |
| 2023 Q1 | 273,468 | 4.17 | Reduce 16.63% | 0.83 | $89.31 |
| 2022 Q4 | 328,008 | 4.27 | Reduce 16.64% | 0.85 | $74.78 |
| 2022 Q3 | 393,471 | 4.61 | Reduce 1.98% | 0.09 | $59.51 |
| 2022 Q2 | 401,412 | 4.20 | Reduce 15.40% | 0.76 | $58.71 |
| 2022 Q1 | 474,491 | 4.42 | Reduce 0.76% | 0.03 | $68.35 |
| 2021 Q4 | 478,130 | 6.01 | Reduce 1.35% | 0.08 | $95.62 |
| 2021 Q3 | 484,684 | 5.06 | Add 0.40% | 0.02 | $77.59 |
| 2021 Q2 | 482,741 | 5.20 | Add 0.20% | 0.01 | $81.45 |
| 2021 Q1 | 481,800 | 5.25 | Add 0.17% | 0.01 | $82.34 |
| 2020 Q4 | 480,974 | 4.13 | Reduce 31.11% | 1.87 | $61.20 |
| 2020 Q3 | 698,183 | 6.37 | Reduce 14.72% | 1.10 | $65.66 |
| 2020 Q2 | 818,696 | 5.29 | Reduce 17.57% | 1.13 | $46.09 |
| 2020 Q1 | 993,183 | 4.25 | Reduce 12.14% | 0.59 | $28.92 |
| 2019 Q4 | 1,130,388 | 5.00 | Reduce 11.35% | 0.64 | $44.70 |
| 2019 Q3 | 1,275,135 | 5.11 | Add 0.70% | 0.04 | $44.37 |
| 2019 Q2 | 1,266,322 | 4.09 | Add 1.45% | 0.06 | $38.51 |
| 2019 Q1 | 1,248,201 | 3.95 | Add 0.46% | 0.02 | $40.90 |
| 2018 Q4 | 1,242,536 | 3.15 | Add 5.68% | 0.17 | $31.33 |
| 2018 Q3 | 1,175,800 | 2.56 | Add 7.09% | 0.17 | $38.50 |
| 2018 Q2 | 1,098,003 | 2.32 | Add 149.61% | 1.39 | $42.69 |
| 2018 Q1 | 439,890 | 1.07 | $47.69 |