Position in LEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,384,897
-$2,220,888 QoQ
Shares Held
131,102
-0.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.02%
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")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $169,438,241 across 16 Residential Construction names. LEN ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
498,666 | $58,648,108 | |
| 2 | DHI |
Horton D R Inc /De/
|
207,774 | $28,510,748 | |
| 3 | NVR |
Nvr Inc
|
3,516 | $23,169,842 | |
| 4 | SKY |
Champion Homes, Inc.
|
158,345 | $11,776,117 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
131,102 | $11,384,897 | |
| 6 | TOL |
Toll Brothers, Inc.
|
74,245 | $10,132,215 | |
| 7 | IBP |
Installed Building Products, Inc.
|
18,822 | $4,990,653 | |
| 8 | MTH |
Meritage Homes CORP
|
59,431 | $3,675,213 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,384,897 | 131,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,605,785 | 132,352 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,721,604 | 156,471 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $16,579,885 | 149,895 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $18,442,850 | 160,680 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,822,762 | 188,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,840,860 | 219,520 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,315,869 | 215,849 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,538,016 | 219,466 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,255,682 | 237,427 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,922,494 | 303,029 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,137,756 | 289,660 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,037,144 | 196,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,194,210 | 196,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,944,958 | 220,941 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,039,337 | 220,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,176,274 | 231,318 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $27,569,170 | 245,170 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,123,175 | 254,977 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,037,349 | 333,111 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $34,608,105 | 353,158 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $24,909,064 | 337,545 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,106,701 | 203,700 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $11,854,959 | 198,737 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $7,750,907 | 209,599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||