THIRD AVENUE MANAGEMENT LLC

Position in LEN — Lennar Corp /New/

CIK 1099281 NEW YORK, NY

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,276,161

+$1,260,208 QoQ

Shares Held

149,658

+4.8% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#122

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, 2026

THIRD AVENUE MANAGEMENT LLC holds $46,461,208 across 5 Residential Construction names. LEN ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	149,658	$13,276,161
2	PHM	Pultegroup Inc/Mi/	95,111	$13,050,180
3	DHI	Horton D R Inc /De/	69,205	$11,272,110
4	SKY	Champion Homes, Inc.	100,576	$8,862,757
5	TMHC	Taylor Morrison Home Corp	85,941	$0

All Filings in LEN

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$13,276,161	149,658	+4.8%	Shares	Sole	2026-08-12
2026-03-31 LEN-B	$12,015,953	142,843	-3.5%	Shares	Sole	2026-05-13
2025-12-31 LEN-B	$14,078,520	148,008	+0.1%	Shares	Sole	2026-02-12
2025-09-30 LEN-B	$17,739,681	147,843	-0.1%	Shares	Sole	2025-11-14
2025-06-30 LEN-B	$15,580,473	148,033	+0.2%	Shares	Sole	2025-08-13
2025-03-31 LEN-B	$16,117,273	147,770	-8.7%	Shares	Sole	2025-05-14
2024-12-31 LEN-B	—	161,781	0.0%	Shares	Sole	2025-02-13
2024-09-30 LEN-B	—	161,781	0.0%	Shares	Sole	2024-11-14
2024-06-30 LEN-B	—	161,781	-3.3%	Shares	Sole	2024-08-13
2024-03-31 LEN-B	—	167,294	-3.7%	Shares	Sole	2024-05-13
2023-12-31 LEN-B	—	173,710	-15.6%	Shares	Sole	2024-02-14
2023-09-30 LEN-B	—	205,872	-3.5%	Shares	Sole	2023-11-15
2023-06-30 LEN-B	—	213,368	-22.0%	Shares	Sole	2023-08-14
2023-03-31 LEN-B	—	273,468	-16.6%	Shares	Sole	2023-05-16
2022-12-31 LEN-B	—	328,008	-16.6%	Shares	Sole	2023-02-10
2022-09-30 LEN-B	—	393,471	-2.0%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	401,412	-15.4%	Shares	Sole	2022-08-12
2022-03-31 LEN-B	—	474,491	-0.8%	Shares	Sole	2022-05-13
2021-12-31 LEN-B	—	478,130	-1.4%	Shares	Sole	2022-02-11
2021-09-30 LEN-B	—	484,684	+0.4%	Shares	Sole	2021-11-12
2021-06-30 LEN-B	—	482,741	+0.2%	Shares	Sole	2021-08-13
2021-06-30	$9,018,596	90,776	-26.4%	Shares	Sole	2021-08-13
2021-03-31 LEN-B	—	481,800	+0.2%	Shares	Sole	2021-05-14
2021-03-31	$12,492,588	123,408	-22.3%	Shares	Sole	2021-05-14
2020-12-31 LEN-B	—	480,974	-31.1%	Shares	Sole	2021-02-12
2020-12-31	$12,103,727	158,779	-52.4%	Shares	Sole	2021-02-12
2020-09-30 LEN-B	—	698,183	-14.7%	Shares	Sole	2020-11-16
2020-09-30	$27,264,550	333,797	-4.3%	Shares	Sole	2020-11-16
2020-06-30 LEN-B	—	818,696	-17.6%	Shares	Sole	2020-08-14
2020-06-30	$21,498,293	348,885	-43.2%	Shares	Sole	2020-08-14
2020-03-31 LEN-B	—	993,183	—	Shares	Sole	2020-05-13
2020-03-31	$23,458,180	614,088	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.