Southpoint Capital Advisors LP Lennar Corp Transaction History

Southpoint Capital Advisors LP

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$103.07 - $154.81 $54.6 Million - $82 Million	-530,000 Reduced 62.35%	320,000 $47.7 Million
Q2 2023 Aug 14, 2023	BUY	$102.06 - $126.06 $30.6 Million - $37.8 Million	300,000 Added 54.55%	850,000 $107 Million
Q1 2023 May 15, 2023	SELL	$91.99 - $108.08 $13.8 Million - $16.2 Million	-150,000 Reduced 21.43%	550,000 $57.8 Million
Q4 2022 Feb 14, 2023	SELL	$71.38 - $94.29 $14.3 Million - $18.9 Million	-200,000 Reduced 22.22%	700,000 $63.3 Million
Q3 2022 Nov 14, 2022	SELL	$73.44 - $88.27 $7.34 Million - $8.83 Million	-100,000 Reduced 10.0%	900,000 $67.1 Million
Q2 2022 Aug 15, 2022	BUY	$64.49 - $83.43 $25.8 Million - $33.4 Million	400,000 Added 66.67%	1,000,000 $70.6 Million
Q1 2022 May 16, 2022	BUY	$81.17 - $112.54 $32.5 Million - $45 Million	400,000 Added 200.0%	600,000 $48.7 Million
Q3 2021 Nov 15, 2021	SELL	$93.68 - $108.84 $56.2 Million - $65.3 Million	-600,000 Reduced 75.0%	200,000 $18.7 Million
Q2 2021 Aug 16, 2021	BUY	$91.14 - $108.05 $36.5 Million - $43.2 Million	400,000 Added 100.0%	800,000 $79.5 Million
Q1 2021 May 17, 2021	BUY	$73.29 - $102.85 $29.3 Million - $41.1 Million	400,000 New	400,000 $40.5 Million

1,165

200M

5.75M

3.02M

Ticker LEN
Exchange NYSE
Sector Consumer Cyclical
Industry Residential Construction
Shares Outstandng 254,767,008
Market Cap $35.3B
Description
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the cons...

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