Monday, September 8, 2008

Bookkeeping: Cutting Lennar (LEN)

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When given gifts, take them - especially in this market. Cutting homebuilder Lennar (LEN) from 1.7% stake to 0.1% stake on this gyration up to $16. Cut it in the low $15s. We'll see if we can get it back in the low $13s or lower.

Long Lennar in fund; no personal position


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