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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In terms of residential-related businesses, the Fund increased its position in the B shares of Lennar Corp. (Lennar) during the quarter. A long-time holding...
— Jason Wolf, Ryan Dobratz
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Other investors who've written on Lennar Corporation