Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$100,969,722
+$4,913,094 QoQ
Shares Held
1,138,200
-0.3% QoQ
Ownership
0.478%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026GABELLI FUNDS LLC holds $173,306,725 across 10 Residential Construction names. LEN ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
1,138,200 | $100,969,722 | |
| 2 | CVCO |
Cavco Industries, Inc.
|
48,780 | $29,969,456 | |
| 3 | SKY |
Champion Homes, Inc.
|
154,650 | $13,627,758 | |
| 4 | NVR |
Nvr Inc
|
1,100 | $7,494,739 | |
| 5 | KBH |
Kb Home
|
113,561 | $7,107,782 | |
| 6 | LEGH |
Legacy Housing Corp
|
185,640 | $4,876,762 | |
| 7 | DHI |
Horton D R Inc /De/
|
20,250 | $3,298,320 | |
| 8 | TOL |
Toll Brothers, Inc.
|
18,200 | $2,998,450 |
All Filings in LEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 | $261,148 | 1,915 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||