Bryan Lawrence - Oakcliff Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. (LEN)
← All LEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 118,000 4.52 $86.84 $10,247,120 SEC
2025   Q4 118,000 5.20 $102.80 $12,130,400 SEC
2025   Q3 118,000 6.42 $126.04 $14,872,720 SEC
2025   Q2 118,000 6.52 Add 13.46% 0.77 $102.53–136.92 · VW $124.20i $13,051,980 SEC
2025   Q1 104,000 6.29 Buy 6.29 $98.42–129.27 · VW $111.26i $11,937,120 SEC
Price snapshot:
Current price$82.84
Avg. buy price$114.29
+/- since buy-27.51%
52-week low$80.70
52-week high$141.39