Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,321,796
+$1,360,168 QoQ
Shares Held
36,709
+62.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $237,369,289 across 17 Residential Construction names. LEN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
130,350 | $80,084,432 | |
| 2 | NVR |
Nvr Inc
|
8,376 | $57,069,033 | |
| 3 | DHI |
Horton D R Inc /De/
|
174,095 | $28,356,593 | |
| 4 | SKY |
Champion Homes, Inc.
|
295,340 | $26,025,360 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
172,498 | $23,668,450 | |
| 6 | TOL |
Toll Brothers, Inc.
|
54,318 | $8,948,889 | |
| 7 | LEN |
Lennar Corp /New/
This page
|
36,709 | $3,321,796 | |
| 8 | KBH |
Kb Home
|
33,586 | $2,102,147 |
All Filings in LEN
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,321,796 | 36,709 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,961,628 | 22,589 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,857,839 | 27,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,639,282 | 52,676 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,425,947 | 40,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,297,831 | 89,718 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,011,607 | 154,078 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,406,145 | 130,180 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 LEN-B | — | 795 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $23,983,847 | 160,031 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 LEN-B | — | 795 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $26,833,528 | 156,027 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LEN-B | — | 795 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $21,196,765 | 142,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 LEN-B | — | 795 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $11,590,885 | 103,278 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 LEN-B | — | 795 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $12,580,373 | 100,394 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 795 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $4,445,416 | 42,293 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 LEN-B | — | 795 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $4,154,400 | 45,905 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 LEN-B | — | 795 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $3,452,183 | 46,307 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 795 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $2,961,258 | 41,962 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 LEN-B | — | 795 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $12,389,062 | 152,631 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,149,748 | 147,639 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,788,099 | 147,183 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,786,135 | 179,025 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,064,793 | 257,481 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $23,794,821 | 312,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,396,965 | 237,475 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,813,168 | 29,425 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $627,970 | 16,439 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||