Position in LEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$767,264
+$421,207 QoQ
Shares Held
8,479
+112.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#453
of 949 holders
Holding Since
Jun 2022
6 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, 2026LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $769,082 across 2 Residential Construction names. LEN ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
8,479 | $767,264 | |
| 2 | BXBL |
BOXABL Inc.
|
180 | $1,818 |
All Filings in LEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,264 | 8,479 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $346,057 | 3,985 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $409,658 | 3,985 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $502,269 | 3,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $440,780 | 3,985 | Shares | Sole | 2025-08-12 | |
| 2022-06-30 LEN-B | — | 3,171 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||