Position in LEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$319,978,061
+$6,746,713 QoQ
Shares Held
3,538,393
-2.0% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#14
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,296,707,559 across 15 Residential Construction names. LEN ranks #3 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
58,535 | $398,822,362 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,020,121 | $329,037,306 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
3,538,393 | $319,978,061 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
336,993 | $46,238,807 | |
| 5 | TOL |
Toll Brothers, Inc.
|
215,018 | $35,424,214 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
55,036 | $33,813,017 | |
| 7 | IBP |
Installed Building Products, Inc.
|
129,558 | $29,777,609 | |
| 8 | MTH |
Meritage Homes CORP
|
322,372 | $27,030,891 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $10,521,537 | 118,606 | Shares | Defined | 2026-08-04 | |
| 2026-06-30 | $309,456,524 | 3,419,787 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 LEN-B | $9,993,539 | 118,801 | Shares | Defined | 2026-05-04 | |
| 2026-03-31 | $303,237,809 | 3,491,914 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 LEN-B | $10,746,086 | 112,974 | Shares | Defined | 2026-02-02 | |
| 2025-12-31 | $348,824,043 | 3,393,230 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 LEN-B | $12,500,677 | 104,181 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $440,435,434 | 3,494,410 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 LEN-B | $9,656,476 | 91,748 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $372,159,510 | 3,364,610 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 LEN-B | $9,192,091 | 84,277 | Shares | Defined | 2025-04-28 | |
| 2025-03-31 | $375,985,188 | 3,275,703 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 LEN-B | — | 78,565 | Shares | Defined | 2025-01-31 | |
| 2024-12-31 | $425,927,659 | 3,123,325 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 LEN-B | — | 75,591 | Shares | Defined | 2024-10-31 | |
| 2024-09-30 | $534,691,073 | 2,851,990 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 LEN-B | — | 75,101 | Shares | Defined | 2024-07-29 | |
| 2024-06-30 | $412,721,641 | 2,753,864 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 LEN-B | — | 69,749 | Shares | Defined | 2024-04-29 | |
| 2024-03-31 | $453,434,656 | 2,636,554 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 LEN-B | — | 69,015 | Shares | Defined | 2024-02-07 | |
| 2023-12-31 | $335,963,732 | 2,254,185 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 LEN-B | — | 67,818 | Shares | Defined | 2023-11-02 | |
| 2023-09-30 | $250,434,230 | 2,231,438 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 LEN-B | — | 68,306 | Shares | Defined | 2023-08-07 | |
| 2023-06-30 | $285,741,447 | 2,280,276 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 LEN-B | — | 68,804 | Shares | Defined | 2023-05-09 | |
| 2023-03-31 | $238,343,176 | 2,267,559 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 LEN-B | — | 63,742 | Shares | Defined | 2023-02-09 | |
| 2022-12-31 | $211,126,076 | 2,332,885 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 LEN-B | — | 60,247 | Shares | Defined | 2022-11-09 | |
| 2022-09-30 | $297,735,828 | 3,993,776 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 LEN-B | — | 52,451 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $288,005,404 | 4,081,130 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 LEN-B | — | 52,392 | Shares | Defined | 2022-05-09 | |
| 2022-03-31 | $336,308,664 | 4,143,261 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 LEN-B | — | 51,415 | Shares | Defined | 2022-02-09 | |
| 2021-12-31 | $470,712,242 | 4,052,274 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 LEN-B | — | 51,907 | Shares | Defined | 2021-11-09 | |
| 2021-09-30 | $381,125,291 | 4,068,375 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 LEN-B | — | 67,011 | Shares | Defined | 2021-08-10 | |
| 2021-06-30 | $416,845,240 | 4,195,724 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 LEN-B | — | 60,607 | Shares | Defined | 2021-05-10 | |
| 2021-03-31 | $421,471,895 | 4,163,509 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 LEN-B | — | 50,287 | Shares | Defined | 2021-02-23 | |
| 2020-12-31 | $332,626,831 | 4,363,462 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 LEN-B | — | 51,313 | Shares | Defined | 2020-11-06 | |
| 2020-09-30 | $363,302,250 | 4,447,871 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 LEN-B | — | 46,117 | Shares | Defined | 2020-08-05 | |
| 2020-06-30 | $273,315,076 | 4,435,493 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||