Bryan R. Lawrence
Oakcliff Capital Partners
Bryan R. Lawrence Lennar Corp stake
total: 27
Oakcliff Capital Partners LEN trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2025 Q2
According to 2026 Q2 report, Bryan R. Lawrence holds 118,000 Lennar Corp (LEN) shares with a market value of roughly $10.68M accounting for 3.98% of the overall portfolio. To date, the estimated cost basis is nearly $114.29 for "buy" trades. Oakcliff Capital Partners first purchased LEN in 2025 Q1, initially acquiring 104,000 shares. Since the initial investment in Lennar Corp (LEN), Oakcliff Capital Partners has made 1 more transaction.
When did Bryan R. Lawrence buy Lennar Corp (LEN)?
Bryan R. Lawrence first invested in Lennar Corp (LEN) in 2025 Q1 at the reported quarter-end price of $114.78 per share.
What's the cost basis of Oakcliff Capital Partners's LEN stake?
The estimated cost basis for Lennar Corp (LEN) stake is around $114.29 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $114.28
Bryan R. Lawrence's historical trades in Lennar Corp
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
6.52%
|
118,000
|
$110.61
|
$13,051,980
|
+13.46% (+14,000)
|
+0.77%
|
|
2025 Q1
|
6.29%
|
104,000
|
$114.78
|
$11,937,120
|
new
|
+6.29%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.