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
0.472%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#37
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, 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
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $100,969,722 | 1,138,200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 LEN-B | $96,056,628 | 1,141,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 LEN-B | $108,503,384 | 1,140,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 LEN-B | $137,196,566 | 1,143,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 LEN-B | $120,869,100 | 1,148,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LEN-B | $125,858,599 | 1,153,925 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 LEN-B | — | 1,192,159 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $261,148 | 1,915 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 LEN-B | — | 1,210,659 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 LEN-B | — | 1,252,359 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 1,256,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LEN-B | — | 1,295,791 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 LEN-B | — | 1,347,686 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 LEN-B | — | 1,398,246 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 LEN-B | — | 1,447,846 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 LEN-B | — | 1,454,646 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 LEN-B | — | 1,458,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 1,410,748 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 LEN-B | — | 1,415,848 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 LEN-B | — | 1,426,173 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 LEN-B | — | 1,436,473 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 LEN-B | — | 1,498,572 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 LEN-B | — | 1,532,550 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 LEN-B | — | 1,533,550 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 LEN-B | — | 1,569,180 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 LEN-B | — | 1,590,680 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 LEN-B | — | 1,592,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||