VICTORY CAPITAL MANAGEMENT INC

Position in LEN — Lennar Corp /New/

CIK 1040188 San Antonio, TX

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$24,367,871

+$4,832,692 QoQ

Shares Held

269,288

+19.7% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#91

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

VICTORY CAPITAL MANAGEMENT INC holds $588,143,049 across 13 Residential Construction names. LEN ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	1,119,309	$184,406,157
2	PHM	Pultegroup Inc/Mi/	911,227	$125,029,456
3	DHI	Horton D R Inc /De/	457,838	$74,572,653
4	CVCO	Cavco Industries, Inc.	105,872	$65,045,639
5	MHO	M/I Homes, Inc.	231,676	$37,251,184
6	SKY	Champion Homes, Inc.	352,639	$31,074,548
7	LEN	Lennar Corp /New/ This page	269,288	$24,367,871
8	MTH	Meritage Homes CORP	249,123	$20,888,963

All Filings in LEN

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,367,871	269,288	+19.7%	Shares	Sole	2026-08-07
2026-03-31	$19,535,179	224,956	-21.8%	Shares	Sole	2026-05-15
2025-12-31 LEN-B	$218,871	2,301	-10.1%	Shares	Sole	2026-02-13
2025-12-31	$29,586,251	287,804	+18.4%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$307,054	2,559	-2.0%	Shares	Sole	2025-11-12
2025-09-30	$30,627,593	242,999	-4.6%	Shares	Sole	2025-11-12
2025-06-30 LEN-B	$274,702	2,610	-1.1%	Shares	Sole	2025-08-13
2025-06-30	$28,174,911	254,723	-78.4%	Shares	Sole	2025-08-13
2025-03-31 LEN-B	$287,835	2,639	-4.5%	Shares	Sole	2025-05-02
2025-03-31	$135,183,178	1,177,759	+152.1%	Shares	Sole	2025-05-02
2024-12-31 LEN-B	—	2,762	+14.5%	Shares	Sole	2025-02-06
2024-12-31	$63,715,311	467,224	+11.6%	Shares	Sole	2025-02-06
2024-09-30 LEN-B	—	2,413	-4.9%	Shares	Sole	2024-11-05
2024-09-30	$78,487,563	418,645	-3.3%	Shares	Sole	2024-11-05
2024-06-30 LEN-B	—	2,536	-1.4%	Shares	Sole	2024-08-05
2024-06-30	$64,887,572	432,959	+4.9%	Shares	Sole	2024-08-05
2024-03-31 LEN-B	—	2,572	-8.5%	Shares	Sole	2024-05-03
2024-03-31	$70,969,282	412,660	+9.3%	Shares	Sole	2024-05-03
2023-12-31 LEN-B	—	2,812	-50.6%	Shares	Sole	2024-02-05
2023-12-31	$56,277,057	377,597	+14.8%	Shares	Sole	2024-02-05
2023-09-30	$36,911,653	328,893	+9.7%	Shares	Sole	2023-11-06
2023-06-30	$37,582,607	299,917	-6.9%	Shares	Sole	2023-07-27
2023-03-31	$33,877,380	322,304	-7.2%	Shares	Sole	2023-05-02
2022-12-31 LEN-B	—	5,690	+0.7%	Shares	Sole	2023-04-25
2022-12-31	$31,436,620	347,366	+3.1%	Shares	Sole	2023-04-25
2022-09-30 LEN-B	—	5,652	-9.5%	Shares	Sole	2022-11-02
2022-09-30	$25,125,497	337,029	-3.0%	Shares	Sole	2022-11-02
2022-06-30 LEN-B	—	6,245	-2.1%	Shares	Sole	2022-08-01
2022-06-30	$24,508,401	347,292	+7.5%	Shares	Sole	2022-08-01
2022-03-31 LEN-B	—	6,379	-12.5%	Shares	Sole	2022-05-04
2022-03-31	$26,233,264	323,189	-21.8%	Shares	Sole	2022-05-04
2021-12-31 LEN-B	—	7,287	+4.0%	Shares	Sole	2022-02-07
2021-12-31	$48,000,341	413,226	+54.5%	Shares	Sole	2022-02-07
2021-09-30 LEN-B	—	7,010	—	Shares	Sole	2021-11-02
2021-09-30	$25,057,521	267,480	-8.6%	Shares	Sole	2021-11-02
2021-06-30	$29,065,144	292,553	-24.3%	Shares	Sole	2021-08-03
2021-03-31	$39,133,988	386,585	+58.2%	Shares	Sole	2021-05-04
2020-12-31	$18,630,009	244,392	-16.4%	Shares	Sole	2021-02-01
2020-09-30	$23,883,405	292,402	+37.1%	Shares	Sole	2020-11-09
2020-06-30	$13,140,464	213,250	-4.5%	Shares	Sole	2020-08-07
2020-03-31	$8,525,979	223,193	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.