GEODE CAPITAL MANAGEMENT, LLC

Position in LEN — Lennar Corp /New/

CIK 1214717 BOSTON, MA

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$538,060,404

+$28,043,582 QoQ

Shares Held

5,948,345

+1.2% QoQ

Ownership

2.47%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#10

of 952 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

GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. LEN ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	7,224,096	$1,176,660,755
2	PHM	Pultegroup Inc/Mi/	5,272,775	$723,477,457
3	LEN	Lennar Corp /New/ This page	5,948,345	$538,060,404
4	NVR	Nvr Inc	73,735	$502,386,040
5	TOL	Toll Brothers, Inc.	2,490,850	$410,367,537
6	IBP	Installed Building Products, Inc.	747,359	$171,772,992
7	CVCO	Cavco Industries, Inc.	259,180	$159,235,007
8	MTH	Meritage Homes CORP	1,718,277	$144,077,526

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$10,233,230	115,356	-7.1%	Shares	Defined	2026-08-12
2026-06-30	$527,827,174	5,832,989	+1.4%	Shares	Defined	2026-08-12
2026-03-31 LEN-B	$10,440,805	124,118	+1.8%	Shares	Defined	2026-05-15
2026-03-31	$499,576,017	5,752,833	+2.3%	Shares	Defined	2026-05-15
2025-12-31 LEN-B	$11,600,835	121,960	-7.7%	Shares	Defined	2026-02-09
2025-12-31	$577,908,909	5,621,682	-5.3%	Shares	Defined	2026-02-09
2025-09-30 LEN-B	$15,861,717	132,192	+9.5%	Shares	Defined	2025-11-12
2025-09-30	$748,352,163	5,937,418	-0.9%	Shares	Defined	2025-11-12
2025-06-30 LEN-B	$12,708,411	120,745	+1.7%	Shares	Defined	2025-08-08
2025-06-30	$662,826,995	5,992,469	+0.6%	Shares	Defined	2025-08-08
2025-03-31 LEN-B	$12,948,790	118,720	+19.8%	Shares	Defined	2025-05-13
2025-03-31	$683,638,746	5,956,079	+1.7%	Shares	Defined	2025-05-13
2024-12-31 LEN-B	—	99,068	+10.1%	Shares	Defined	2025-02-12
2024-12-31	$798,363,117	5,854,392	+0.9%	Shares	Defined	2025-02-12
2024-09-30 LEN-B	—	89,980	+4.7%	Shares	Defined	2024-11-12
2024-09-30	$1,087,974,165	5,803,148	-0.0%	Shares	Defined	2024-11-12
2024-06-30 LEN-B	—	85,909	-7.8%	Shares	Defined	2024-08-09
2024-06-30	$870,048,646	5,805,355	+1.7%	Shares	Defined	2024-08-09
2024-03-31 LEN-B	—	93,162	-1.4%	Shares	Defined	2024-05-13
2024-03-31	$981,370,894	5,706,307	+1.4%	Shares	Defined	2024-05-13
2023-12-31 LEN-B	—	94,476	-8.1%	Shares	Defined	2024-02-13
2023-12-31	$838,698,457	5,627,338	+1.5%	Shares	Defined	2024-02-13
2023-09-30 LEN-B	—	102,770	-5.8%	Shares	Defined	2023-11-13
2023-09-30	$622,481,873	5,546,485	+1.5%	Shares	Defined	2023-11-13
2023-06-30 LEN-B	—	109,154	-8.4%	Shares	Defined	2023-08-11
2023-06-30	$685,023,682	5,466,631	+2.1%	Shares	Defined	2023-08-11
2023-03-31 LEN-B	—	119,207	+4.3%	Shares	Defined	2023-05-15
2023-03-31	$563,039,914	5,356,672	+2.7%	Shares	Defined	2023-05-15
2022-12-31 LEN-B	—	114,276	+4.6%	Shares	Defined	2023-02-13
2022-12-31	$472,218,288	5,217,882	+0.8%	Shares	Defined	2023-02-13
2022-09-30 LEN-B	—	109,199	+5.6%	Shares	Defined	2022-11-14
2022-09-30	$385,772,247	5,174,681	+0.0%	Shares	Defined	2022-11-14
2022-06-30 LEN-B	—	103,373	-7.6%	Shares	Defined	2022-08-12
2022-06-30	$365,067,437	5,173,124	+0.6%	Shares	Defined	2022-08-12
2022-03-31 LEN-B	—	111,904	-18.8%	Shares	Defined	2022-05-13
2022-03-31	$417,496,401	5,143,479	-6.2%	Shares	Defined	2022-05-13
2021-12-31 LEN-B	—	137,884	-9.1%	Shares	Defined	2022-02-11
2021-12-31	$636,834,319	5,482,388	+6.1%	Shares	Defined	2022-02-11
2021-09-30 LEN-B	—	151,617	-8.1%	Shares	Defined	2021-11-12
2021-09-30	$484,200,719	5,168,668	+0.4%	Shares	Defined	2021-11-12
2021-06-30 LEN-B	—	164,893	+11.8%	Shares	Defined	2021-08-13
2021-06-30	$511,556,503	5,149,033	+3.4%	Shares	Defined	2021-08-13
2021-03-31 LEN-B	—	147,554	-8.7%	Shares	Defined	2021-05-12
2021-03-31	$503,909,536	4,977,869	+3.2%	Shares	Defined	2021-05-12
2020-12-31 LEN-B	—	161,682	+5.2%	Shares	Defined	2021-02-12
2020-12-31	$367,740,288	4,824,087	+1.5%	Shares	Defined	2021-02-12
2020-09-30 LEN-B	—	153,672	-6.3%	Shares	Defined	2020-11-13
2020-09-30	$388,280,412	4,753,676	-0.5%	Shares	Defined	2020-11-13
2020-06-30 LEN-B	—	163,971	—	Shares	Defined	2020-08-13
2020-06-30	$294,448,455	4,778,456	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.