Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,161,752
+$305,137 QoQ
Shares Held
12,854
+30.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
of 949 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, 2026BESSEMER GROUP INC holds $81,837,525 across 17 Residential Construction names. LEN ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
49,960 | $30,694,421 | |
| 2 | IBP |
Installed Building Products, Inc.
|
127,235 | $29,242,082 | |
| 3 | MTH |
Meritage Homes CORP
|
55,672 | $4,664,579 | |
| 4 | SKY |
Champion Homes, Inc.
|
47,597 | $4,194,247 | |
| 5 | MHO |
M/I Homes, Inc.
|
24,190 | $3,889,508 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
48,421 | $3,875,616 | |
| 7 | DHI |
Horton D R Inc /De/
|
9,739 | $1,586,286 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
8,836 | $1,212,385 |
All Filings in LEN
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $69,903 | 788 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $1,091,849 | 12,066 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 LEN-B | $66,286 | 788 | Shares | Defined | 2026-05-06 | |
| 2026-03-31 | $790,329 | 9,101 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 LEN-B | $74,956 | 805 | Shares | Defined | 2026-02-05 | |
| 2025-12-31 | $1,068,090 | 10,390 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 LEN-B | $108,109 | 901 | Shares | Defined | 2025-11-05 | |
| 2025-09-30 | $1,356,188 | 10,760 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 LEN-B | $79,886 | 776 | Shares | Defined | 2025-08-01 | |
| 2025-06-30 | $1,192,704 | 10,783 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 LEN-B | $87,255 | 800 | Shares | Defined | 2025-04-23 | |
| 2025-03-31 | $1,735,588 | 15,127 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 LEN-B | — | 783 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $4,859,814 | 35,643 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 LEN-B | — | 783 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $6,741,592 | 35,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 LEN-B | — | 69 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $2,552,436 | 17,041 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 801 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,052,990 | 17,762 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 LEN-B | — | 783 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $2,892,715 | 19,409 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 LEN-B | — | 783 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $2,316,536 | 20,641 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 783 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $2,641,158 | 21,077 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,867,383 | 17,766 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,610,445 | 17,795 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 LEN-B | — | 605 | Shares | Defined | 2022-11-09 | |
| 2022-09-30 | $1,389,609 | 18,640 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,270,398 | 18,002 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 LEN-B | — | 5 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $1,403,833 | 17,295 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,527,618 | 13,151 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $807,801 | 8,623 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $820,231 | 8,256 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $829,983 | 8,199 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 LEN-B | — | 1,236 | Shares | Other | 2021-02-09 | |
| 2020-12-31 | $587,047 | 7,701 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $615,622 | 7,537 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,497,919 | 24,309 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $124,264 | 3,253 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||