BASSWOOD CAPITAL MANAGEMENT, L.L.C.

Position in LEN — Lennar Corp /New/

CIK 1085393 NEW YORK, NY

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,468,326

-$1,605,521 QoQ

Shares Held

86,001

-2.6% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $106,143,043 across 6 Residential Construction names. LEN ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	284,288	$38,796,783
2	TMHC	Taylor Morrison Home Corp	439,523	$25,597,819
3	MHO	M/I Homes, Inc.	137,106	$16,788,629
4	PHM	Pultegroup Inc/Mi/	135,730	$15,963,205
5	LEN	Lennar Corp /New/ This page	86,001	$7,468,326
6	KBH	Kb Home	29,532	$1,528,281

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,468,326	86,001	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$9,073,847	88,267	-16.8%	Shares	Sole	2026-02-13
2025-09-30	$13,366,668	106,051	-76.4%	Shares	Sole	2025-11-14
2025-06-30	$49,662,120	448,984	+10.6%	Shares	Sole	2025-08-14
2025-03-31	$46,592,989	405,933	0.0%	Shares	Sole	2025-05-14
2024-12-31	$53,588,636	405,933	0.0%	Shares	Sole	2025-02-14
2024-09-30	$73,673,104	405,933	0.0%	Shares	Sole	2024-11-14
2024-06-30	$58,893,693	405,933	0.0%	Shares	Sole	2024-08-14
2024-03-31	$67,582,161	405,933	0.0%	Shares	Sole	2024-05-15
2023-12-31	$58,567,526	405,933	0.0%	Shares	Sole	2024-02-14
2023-09-30	$44,102,469	405,933	0.0%	Shares	Sole	2023-11-14
2023-06-30	$49,242,473	405,933	-4.4%	Shares	Sole	2023-08-14
2023-03-31	$43,227,285	424,829	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$38,203,525	436,069	+11.4%	Shares	Sole	2023-02-14
2022-09-30	$28,256,093	391,530	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$27,170,002	397,713	-11.6%	Shares	Sole	2022-08-15
2022-03-31	$35,347,706	449,848	+13.3%	Shares	Sole	2022-05-16
2021-12-31	$44,641,320	396,991	-6.2%	Shares	Sole	2022-02-14
2021-09-30	$38,391,924	423,344	-35.9%	Shares	Sole	2021-11-15
2021-06-30	$63,494,180	660,186	+64.2%	Shares	Sole	2021-08-16
2021-03-31	$39,393,844	401,994	-19.6%	Shares	Sole	2021-05-17
2020-12-31	$36,900,056	500,036	+63.7%	Shares	Sole	2021-02-16
2020-09-30	$24,149,377	305,415	-24.5%	Shares	Sole	2020-11-16
2020-06-30	$24,144,600	404,761	-48.2%	Shares	Sole	2020-08-14
2020-03-31	$28,877,854	780,911	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.