AVIVA PLC

Position in LEN — Lennar Corp /New/

CIK 1140022 LONDON, X0

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$15,542,019

+$640,189 QoQ

Shares Held

171,754

+0.1% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#111

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

AVIVA PLC holds $93,018,045 across 9 Residential Construction names. LEN ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	233,010	$37,952,668
2	PHM	Pultegroup Inc/Mi/	181,560	$24,911,847
3	LEN	Lennar Corp /New/ This page	171,754	$15,542,019
4	NVR	Nvr Inc	1,853	$12,625,230
5	TOL	Toll Brothers, Inc.	3,429	$564,927
6	SKY	Champion Homes, Inc.	5,456	$480,782
7	GRBK	Green Brick Partners, Inc.	5,979	$478,559
8	CVCO	Cavco Industries, Inc.	752	$462,013

All Filings in LEN

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,542,019	171,754	+0.1%	Shares	Defined	2026-08-13
2026-03-31	$14,901,830	171,601	+1.1%	Shares	Defined	2026-05-14
2025-12-31	$17,446,907	169,717	+5.5%	Shares	Defined	2026-02-12
2025-09-30	$20,271,517	160,834	+3.3%	Shares	Defined	2025-11-13
2025-06-30	$17,213,791	155,626	+1656.1%	Shares	Defined	2025-08-07
2025-03-31	$1,017,180	8,862	-30.8%	Shares	Defined	2025-05-15
2024-12-31 LEN-B	—	4,409	+2.1%	Shares	Defined	2025-02-13
2024-12-31	$1,746,217	12,805	+0.5%	Shares	Defined	2025-02-13
2024-09-30 LEN-B	—	4,318	-10.9%	Shares	Defined	2024-11-14
2024-09-30	$2,388,307	12,739	-3.3%	Shares	Defined	2024-11-14
2024-06-30 LEN-B	—	4,847	-70.3%	Shares	Defined	2024-08-02
2024-06-30	$1,974,537	13,175	-65.1%	Shares	Defined	2024-08-02
2024-03-31 LEN-B	—	16,333	-12.9%	Shares	Defined	2024-05-14
2024-03-31	$6,489,666	37,735	+45.4%	Shares	Defined	2024-05-14
2023-12-31 LEN-B	—	18,752	-12.5%	Shares	Defined	2024-02-09
2023-12-31	$3,868,035	25,953	-7.8%	Shares	Defined	2024-02-09
2023-09-30 LEN-B	—	21,426	-29.2%	Shares	Defined	2023-11-13
2023-09-30	$3,158,263	28,141	-21.3%	Shares	Defined	2023-11-13
2023-06-30 LEN-B	—	30,246	-21.6%	Shares	Defined	2023-08-10
2023-06-30	$4,478,204	35,737	-13.8%	Shares	Defined	2023-08-10
2023-03-31 LEN-B	—	38,566	+141.2%	Shares	Defined	2023-05-12
2023-03-31	$4,360,068	41,481	-32.8%	Shares	Defined	2023-05-12
2022-12-31 LEN-B	—	15,991	-42.3%	Shares	Defined	2023-02-14
2022-12-31	$5,584,754	61,710	-18.9%	Shares	Defined	2023-02-14
2022-09-30 LEN-B	—	27,730	-20.9%	Shares	Defined	2022-11-14
2022-09-30	$5,670,120	76,058	-8.8%	Shares	Defined	2022-11-14
2022-06-30 LEN-B	—	35,037	+45.6%	Shares	Defined	2022-08-04
2022-06-30	$5,885,821	83,404	+4.8%	Shares	Defined	2022-08-04
2022-03-31 LEN-B	—	24,057	-28.5%	Shares	Defined	2022-05-13
2022-03-31	$6,460,485	79,592	-23.6%	Shares	Defined	2022-05-13
2021-12-31 LEN-B	—	33,653	+46.6%	Shares	Defined	2022-02-10
2021-12-31	$12,108,404	104,239	+5.1%	Shares	Defined	2022-02-10
2021-09-30 LEN-B	—	22,948	+645.3%	Shares	Defined	2021-11-12
2021-09-30	$9,293,054	99,200	+13.2%	Shares	Defined	2021-11-12
2021-06-30 LEN-B	—	3,079	-0.9%	Shares	Defined	2021-08-10
2021-06-30	$8,709,220	87,662	-2.0%	Shares	Defined	2021-08-10
2021-03-31 LEN-B	—	3,107	—	Shares	Defined	2021-05-13
2021-03-31	$9,055,122	89,451	-0.2%	Shares	Defined	2021-05-13
2020-12-31	$6,829,676	89,593	+2.7%	Shares	Defined	2021-02-10
2020-09-30	$7,128,788	87,277	-3.3%	Shares	Defined	2020-11-12
2020-06-30	$5,560,773	90,243	+40.9%	Shares	Defined	2020-08-13
2020-03-31	$2,446,520	64,045	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.