Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,386,085
+$1,188 QoQ
Shares Held
125,827
-4.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#130
of 953 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $159,045,216 across 15 Residential Construction names. LEN ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
435,018 | $59,688,819 | |
| 2 | DHI |
Horton D R Inc /De/
|
207,201 | $33,748,898 | |
| 3 | NVR |
Nvr Inc
|
2,388 | $16,270,398 | |
| 4 | TOL |
Toll Brothers, Inc.
|
73,371 | $12,087,872 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
125,827 | $11,386,085 | |
| 6 | MTH |
Meritage Homes CORP
|
57,626 | $4,831,940 | |
| 7 | IBP |
Installed Building Products, Inc.
|
17,952 | $4,126,087 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
6,142 | $3,773,521 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,386,085 | 125,827 | Shares | Sole | 2026-08-13 | |
| 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 | $25,641,913 | 188,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,155,608 | 219,520 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,349,293 | 215,849 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,743,771 | 219,466 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,386,120 | 237,427 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $34,008,937 | 303,029 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,297,302 | 289,660 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,698,370 | 196,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,761,619 | 196,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,471,142 | 220,941 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,535,635 | 220,145 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,776,091 | 231,318 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,478,952 | 245,170 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,886,239 | 254,977 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,094,581 | 333,111 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $35,750,174 | 353,158 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $25,731,063 | 337,545 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,638,222 | 203,700 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $12,246,173 | 198,737 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $8,006,687 | 209,599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||