Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$499,576,017
-$78,332,892 QoQ
Shares Held
5,752,833
+2.3% QoQ
Ownership
2.39%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.92638409632264.ToString("F0")%
Shared 0.ToString("F0")%
None 0.07361590367737078.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $3,979,758,704 across 20 Residential Construction names. LEN ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,274,874 | $998,258,210 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,268,417 | $619,618,522 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
5,752,833 | $499,576,017 | |
| 4 | NVR |
Nvr Inc
|
73,697 | $485,650,708 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,379,639 | $324,749,333 | |
| 6 | IBP |
Installed Building Products, Inc.
|
681,549 | $180,712,716 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
3,012,168 | $175,428,664 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
240,673 | $116,555,526 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,576,017 | 5,752,833 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $577,908,909 | 5,621,682 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $748,352,163 | 5,937,418 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $662,826,995 | 5,992,469 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $683,638,746 | 5,956,079 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $772,858,777 | 5,854,392 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,053,217,972 | 5,803,148 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $842,254,255 | 5,805,355 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $950,020,227 | 5,706,307 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $811,905,573 | 5,627,338 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $602,596,198 | 5,546,485 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $663,140,060 | 5,466,631 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $545,053,160 | 5,356,672 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $457,132,902 | 5,217,882 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $373,448,448 | 5,174,681 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $353,405,069 | 5,173,124 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $404,159,149 | 5,143,479 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $616,490,144 | 5,482,388 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $468,732,545 | 5,168,668 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $495,214,427 | 5,149,033 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $487,811,748 | 4,977,869 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $355,992,535 | 4,824,087 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $375,876,488 | 4,753,676 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $285,042,067 | 4,778,456 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $181,043,291 | 4,895,748 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||