Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,096
+$25,244 QoQ
Shares Held
421
+184.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#771
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, 2026GW&K Investment Management, LLC holds $192,515,606 across 10 Residential Construction names. LEN ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
153,439 | $94,269,852 | |
| 2 | SKY |
Champion Homes, Inc.
|
542,381 | $47,794,613 | |
| 3 | GRBK |
Green Brick Partners, Inc.
|
297,698 | $23,827,747 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
104,238 | $14,844,533 | |
| 5 | LEGH |
Legacy Housing Corp
|
443,546 | $11,651,953 | |
| 6 | LEN |
Lennar Corp /New/
This page
|
421 | $38,096 | |
| 7 | DHI |
Horton D R Inc /De/
|
209 | $34,041 | |
| 8 | TOL |
Toll Brothers, Inc.
|
182 | $29,984 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,096 | 421 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,852 | 148 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,681 | 172 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,300 | 169 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,702 | 151 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,380 | 134 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,682 | 93 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $24,934 | 133 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,436 | 103 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,650 | 91 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,904 | 100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,233 | 109 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,531 | 100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1 | 7 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $1 | 7 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $521 | 7 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $4,375 | 62 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,275 | 65 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $813 | 7 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $655 | 7 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $695 | 7 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $708 | 7 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $533 | 7 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $571 | 7 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $431 | 7 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $267 | 7 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||