Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp Lennar Corp stake
total: 197
Muhlenkamp & Co LEN trades
- Total transactions:
- 10
- New positions:
- 1
- Sold out:
- 1
- Added:
- 5
- Reduced:
- 3
- Held since:
- 2019 Q4
- Held for:
- 9 quarters
- Latest activity:
- 2022 Q2
According to 2026 Q2 report, Ronald Muhlenkamp doesn't hold any Lennar Corp (LEN) shares. To date, the estimated cost basis is nearly $56.27 for "buy" trades and estimated average "sell" price is $87.42. Muhlenkamp & Co first purchased LEN in 2019 Q4, initially acquiring 92,060 shares. Since the initial investment in Lennar Corp (LEN), Muhlenkamp & Co has made 9 more transactions.
When did Ronald Muhlenkamp sell Lennar Corp (LEN)?
Ronald Muhlenkamp sold off the entire Lennar Corp (LEN) position in 2022 Q2.
When did Ronald Muhlenkamp buy Lennar Corp (LEN)?
Ronald Muhlenkamp first invested in Lennar Corp (LEN) in 2019 Q4 at the reported quarter-end price of $55.79 per share.
What's the cost basis of Muhlenkamp & Co's LEN stake?
The estimated cost basis for Lennar Corp (LEN) stake is around $56.27 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $56.26
- Weighted AVG sell price:
- $87.42
Ronald Muhlenkamp's historical trades in Lennar Corp
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2022 Q2
|
0.00%
|
0
|
$81.17
|
|
-100% (-68,866)
|
-1.95%
|
|
2022 Q1
|
1.95%
|
68,866
|
$81.17
|
$5,590,000
|
+0.92% (+630)
|
+0.02%
|
|
2021 Q4
|
2.76%
|
68,236
|
$116.16
|
$7,926,000
|
-0.08% (-58)
|
-0%
|
|
2021 Q3
|
2.46%
|
68,294
|
$93.68
|
$6,398,000
|
-0.17% (-114)
|
-0%
|
|
2021 Q2
|
2.49%
|
68,408
|
$99.35
|
$6,796,000
|
+0.17% (+114)
|
+0%
|
|
2021 Q1
|
2.64%
|
68,294
|
$104.58
|
$7,142,000
|
-26.76% (-24,951)
|
-1.05%
|
|
2020 Q4
|
2.86%
|
$76.23
|
+0.66% (+612)
|
|||
|
2020 Q3
|
3.92%
|
$81.68
|
+0.43% (+394)
|
|||
|
2020 Q2
|
3.04%
|
$61.62
|
+0.19% (+179)
|
|||
|
2019 Q4
|
2.24%
|
$55.79
|
new
|
|||
* 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.