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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported 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 $110.61 $13,051,980 SEC
2025   Q1 104,000 6.29 Buy 6.29 $114.78 $11,937,120 SEC