VICTORY CAPITAL MANAGEMENT INC

Position in LEN — Lennar Corp /New/

CIK 1040188 San Antonio, TX

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$19,535,179

-$10,051,072 QoQ

Shares Held

224,956

-21.8% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

VICTORY CAPITAL MANAGEMENT INC holds $448,533,029 across 15 Residential Construction names. LEN ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	762,752	$104,092,765
2	PHM	Pultegroup Inc/Mi/	875,145	$102,925,803
3	TMHC	Taylor Morrison Home Corp	1,167,775	$68,011,216
4	DHI	Horton D R Inc /De/	426,008	$58,456,817
5	CVCO	Cavco Industries, Inc.	79,243	$38,376,592
6	MHO	M/I Homes, Inc.	160,537	$19,657,755
7	LEN	Lennar Corp /New/ This page	224,956	$19,535,179
8	NVR	Nvr Inc	1,210	$7,973,694

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,535,179	224,956	-21.8%	Shares	Sole	2026-05-15
2025-12-31	$29,586,251	287,804	+18.4%	Shares	Sole	2026-02-13
2025-09-30	$30,627,593	242,999	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$28,174,911	254,723	-78.4%	Shares	Sole	2025-08-13
2025-03-31	$135,183,178	1,177,759	+152.1%	Shares	Sole	2025-05-02
2024-12-31	$61,679,875	467,224	+11.6%	Shares	Sole	2025-02-06
2024-09-30	$75,980,215	418,645	-3.3%	Shares	Sole	2024-11-05
2024-06-30	$62,814,687	432,959	+4.9%	Shares	Sole	2024-08-05
2024-03-31	$68,702,112	412,660	+9.3%	Shares	Sole	2024-05-03
2023-12-31	$54,479,242	377,597	+14.8%	Shares	Sole	2024-02-05
2023-09-30	$35,732,481	328,893	+9.7%	Shares	Sole	2023-11-06
2023-06-30	$36,382,001	299,917	-6.9%	Shares	Sole	2023-07-27
2023-03-31	$32,795,141	322,304	-7.2%	Shares	Sole	2023-05-02
2022-12-31	$30,432,353	347,366	+3.1%	Shares	Sole	2023-04-25
2022-09-30	$24,322,843	337,029	-3.0%	Shares	Sole	2022-11-02
2022-06-30	$23,725,461	347,292	+7.5%	Shares	Sole	2022-08-01
2022-03-31	$25,395,222	323,189	-21.8%	Shares	Sole	2022-05-04
2021-12-31	$46,466,933	413,226	+54.5%	Shares	Sole	2022-02-07
2021-09-30	$24,257,039	267,480	-8.6%	Shares	Sole	2021-11-02
2021-06-30	$28,136,635	292,553	-24.3%	Shares	Sole	2021-08-03
2021-03-31	$37,883,822	386,585	+58.2%	Shares	Sole	2021-05-04
2020-12-31	$18,034,858	244,392	-16.4%	Shares	Sole	2021-02-01
2020-09-30	$23,120,430	292,402	+37.1%	Shares	Sole	2020-11-09
2020-06-30	$12,720,682	213,250	-4.5%	Shares	Sole	2020-08-07
2020-03-31	$8,253,610	223,193	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.