Ownership history in BAXTER BROS INC Β· 7 quarters on record
This page tracks every 13F SEC filing in which BAXTER BROS INC reported a position in Lennar Corp A (LEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BAXTER BROS INC underperformed the S&P 500 by β18.4% annually on this LEN position. Timing score: 67% (2/3 decisions correct). Average cost basis: $119.69. Maximum drawdown during holding period: β29.5%.
β Significantly underperformed the S&P 500 by 18.4% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $116.49 (2023 Q2) Β· Worst: $139.43 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 2 trims. Bought during 0 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size