Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,754,520
-$34,656 QoQ
Shares Held
41,491
-4.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#234
of 949 holders
Holding Since
Jun 2024
9 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, 2026&PARTNERS holds $28,762,919 across 10 Residential Construction names. LEN ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
74,112 | $10,168,907 | |
| 2 | DHI |
Horton D R Inc /De/
|
53,936 | $8,785,095 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
41,491 | $3,754,520 | |
| 4 | IBP |
Installed Building Products, Inc.
|
12,063 | $2,772,559 | |
| 5 | TOL |
Toll Brothers, Inc.
|
10,442 | $1,720,319 | |
| 6 | MTH |
Meritage Homes CORP
|
6,975 | $584,853 | |
| 7 | NVR |
Nvr Inc
|
59 | $401,990 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
4,457 | $356,738 |
All Filings in LEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,754,520 | 41,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,789,176 | 43,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,221,340 | 31,336 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,141,673 | 24,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,429,659 | 21,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,896,509 | 16,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,306,696 | 9,582 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,118,318 | 5,965 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $276,060 | 1,842 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||