Position in LEN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$303,237,809
-$45,586,234 QoQ
Shares Held
3,491,914
+2.9% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,279,910,401 across 16 Residential Construction names. LEN ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
58,245 | $383,824,653 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
3,491,914 | $303,237,809 | |
| 3 | DHI |
Horton D R Inc /De/
|
2,155,581 | $295,788,823 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
1,218,934 | $70,990,715 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
313,431 | $36,862,619 | |
| 6 | IBP |
Installed Building Products, Inc.
|
128,661 | $34,114,463 | |
| 7 | TOL |
Toll Brothers, Inc.
|
211,432 | $28,854,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
53,306 | $25,815,562 |
All Filings in LEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,237,809 | 3,491,914 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $348,824,043 | 3,393,230 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $440,435,434 | 3,494,410 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $372,159,510 | 3,364,610 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $375,985,188 | 3,275,703 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $412,321,064 | 3,123,325 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $517,609,944 | 2,851,990 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $399,536,922 | 2,753,864 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $438,949,327 | 2,636,554 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $325,231,105 | 2,254,185 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $242,433,911 | 2,231,438 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $276,613,211 | 2,280,276 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $230,729,115 | 2,267,559 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $204,381,487 | 2,332,885 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $288,224,423 | 3,993,776 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $278,804,844 | 4,081,130 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $325,565,019 | 4,143,261 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $455,674,969 | 4,052,274 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $368,949,943 | 4,068,375 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $403,528,790 | 4,195,724 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $322,000,805 | 4,363,462 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $351,696,272 | 4,447,871 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $264,583,809 | 4,435,493 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $164,500,275 | 4,448,394 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||