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home / news releases / LEN - Merion Road Q3 2021 Investor Letter

LEN - Merion Road Q3 2021 Investor Letter

Lennar Corporation Class A
  • We focus on value-oriented investing through rigorous fundamental analysis of a company's operations.
  • The long only large cap portfolio fell 2.7% in Q3. I added to our position in Builder’s FirstSource during the quarter.
  • The long short small cap portfolio was up 0.7% in Q3 while averaging a beta adjusted net exposure of 33%.
  • For the YTD period the portfolio has gained 44.4% with a beta adjusted net exposure of 37%.

For further details see:

Merion Road Q3 2021 Investor Letter
Stock Information
Company Name: Lennar Corporation Class A
Stock Symbol: LEN
Market: NYSE
Website: lennar.com
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