Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256,430,453
+$70,366,398 QoQ
Shares Held
2,834,581
+32.3% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#17
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, 2026AQR CAPITAL MANAGEMENT LLC holds $1,209,369,136 across 18 Residential Construction names. LEN ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
49,101 | $334,544,744 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,617,618 | $266,502,563 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
2,834,581 | $256,430,453 | |
| 4 | DHI |
Horton D R Inc /De/
|
1,151,603 | $187,573,093 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
332,684 | $45,647,568 | |
| 6 | MTH |
Meritage Homes CORP
|
367,561 | $30,819,987 | |
| 7 | KBH |
Kb Home
|
324,197 | $20,291,487 | |
| 8 | LGIH |
LGI Homes, Inc.
|
238,666 | $15,198,247 |
All Filings in LEN
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $3,527,106 | 39,760 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $252,903,347 | 2,794,821 | Shares | Other | 2026-08-14 | |
| 2026-03-31 LEN-B | $1,832,046 | 21,779 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $184,232,009 | 2,121,511 | Shares | Other | 2026-05-15 | |
| 2025-12-31 LEN-B | $1,994,094 | 20,964 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $44,074,984 | 428,745 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 LEN-B | $2,185,615 | 18,215 | Shares | Other | 2025-11-14 | |
| 2025-09-30 | $62,532,726 | 496,134 | Shares | Other | 2025-11-14 | |
| 2025-06-30 LEN-B | $1,985,012 | 18,860 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $77,383,307 | 699,605 | Shares | Other | 2025-08-14 | |
| 2025-03-31 LEN-B | $508,592 | 4,663 | Shares | Other | 2025-05-15 | |
| 2025-03-31 | $113,081,140 | 985,199 | Shares | Other | 2025-05-15 | |
| 2024-12-31 LEN-B | — | 3,342 | Shares | Other | 2025-02-14 | |
| 2024-12-31 | $251,841,603 | 1,846,753 | Shares | Other | 2025-02-14 | |
| 2024-09-30 LEN-B | — | 2,882 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $255,712,403 | 1,363,945 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 LEN-B | — | 2,468 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $238,654,360 | 1,592,409 | Shares | Other | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 2,528 | Shares | Other | 2024-05-15 | |
| 2024-03-31 | $240,239,429 | 1,396,903 | Shares | Other | 2024-05-15 | |
| 2023-12-31 LEN-B | — | 4,951 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $251,055,495 | 1,684,484 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $168,486,034 | 1,501,257 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $127,465,484 | 1,017,201 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $76,014,831 | 723,193 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $77,263,645 | 853,742 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $66,240,245 | 888,535 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $133,907,096 | 1,897,507 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $102,700,556 | 1,265,252 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $90,380,745 | 778,071 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $103,722,942 | 1,107,205 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $115,771,676 | 1,165,291 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $71,606,943 | 707,369 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,394,269 | 411,836 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $47,540,229 | 582,030 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $41,871,960 | 679,519 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $30,354,851 | 794,629 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||