Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,376,176
-$7,651,011 QoQ
Shares Held
142,517
-26.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $125,096,819 across 6 Residential Construction names. LEN ranks #6 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
330,000 | $45,035,100 | |
| 2 | DHI |
Horton D R Inc /De/
|
156,375 | $21,457,777 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
42,035 | $20,357,130 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
112,100 | $13,184,081 | |
| 5 | SKY |
Champion Homes, Inc.
|
170,587 | $12,686,555 | |
| 6 | LEN |
Lennar Corp /New/
This page
|
142,517 | $12,376,176 |
All Filings in LEN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,376,176 | 142,517 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,027,187 | 194,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,513,630 | 107,217 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $29,454,456 | 223,117 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,637,647 | 449,817 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $55,844,643 | 384,917 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $73,989,208 | 444,417 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92,773,721 | 643,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,282,531 | 251,117 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,668,446 | 252,817 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $9,047,500 | 88,917 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,865,041 | 44,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,750,577 | 259,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,398,552 | 269,317 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,444,999 | 272,917 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,578,444 | 289,717 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,672,676 | 294,117 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,690,995 | 298,317 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,939,474 | 305,517 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,611,981 | 306,417 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,347,212 | 307,917 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,964,225 | 317,917 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,948,769 | 323,117 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||