BASSWOOD CAPITAL MANAGEMENT, L.L.C.

Position in LEN — Lennar Corp /New/

CIK 1085393 NEW YORK, NY

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,952,809

+$1,484,483 QoQ

Shares Held

98,937

+15.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#147

of 952 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $98,187,144 across 6 Residential Construction names. LEN ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	284,288	$46,836,448
2	MHO	M/I Homes, Inc.	136,364	$21,925,967
3	PHM	Pultegroup Inc/Mi/	135,730	$18,623,513
4	LEN	Lennar Corp /New/ This page	98,937	$8,952,809
5	KBH	Kb Home	29,532	$1,848,407
6			386,436	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,952,809	98,937	+15.0%	Shares	Sole	2026-08-14
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	$55,357,061	405,933	0.0%	Shares	Sole	2025-02-14
2024-09-30	$76,104,317	405,933	0.0%	Shares	Sole	2024-11-14
2024-06-30	$60,837,185	405,933	0.0%	Shares	Sole	2024-08-14
2024-03-31	$69,812,372	405,933	0.0%	Shares	Sole	2024-05-15
2023-12-31	$60,500,254	405,933	0.0%	Shares	Sole	2024-02-14
2023-09-30	$45,557,850	405,933	0.0%	Shares	Sole	2023-11-14
2023-06-30	$50,867,475	405,933	-4.4%	Shares	Sole	2023-08-14
2023-03-31	$44,653,785	424,829	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$39,464,241	436,069	+11.4%	Shares	Sole	2023-02-14
2022-09-30	$29,188,544	391,530	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$28,066,612	397,713	-11.6%	Shares	Sole	2022-08-15
2022-03-31	$36,514,180	449,848	+13.3%	Shares	Sole	2022-05-16
2021-12-31	$46,114,483	396,991	-6.2%	Shares	Sole	2022-02-14
2021-09-30	$39,658,857	423,344	-35.9%	Shares	Sole	2021-11-15
2021-06-30	$65,589,488	660,186	+64.2%	Shares	Sole	2021-08-16
2021-03-31	$40,693,841	401,994	-19.6%	Shares	Sole	2021-05-17
2020-12-31	$38,117,758	500,036	+63.7%	Shares	Sole	2021-02-16
2020-09-30	$24,946,307	305,415	-24.5%	Shares	Sole	2020-11-16
2020-06-30	$24,941,372	404,761	-48.2%	Shares	Sole	2020-08-14
2020-03-31	$29,830,823	780,911	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.