MONTGOMERY INVESTMENT MANAGEMENT INC

Position in LEN — Lennar Corp /New/

CIK 1272544 ROCKVILLE, MD

Position in LEN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,876,239

+$76,370 QoQ

Shares Held

64,938

-2.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

of 118 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Consumer Cyclical · as of Jun 30, 2026

MONTGOMERY INVESTMENT MANAGEMENT INC holds $17,588,120 across 4 Residential Construction names. LEN ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	1,319	$8,986,874
2	LEN	Lennar Corp /New/ This page	64,938	$5,876,239
3	LGIH	LGI Homes, Inc.	29,110	$1,853,724
4	PHM	Pultegroup Inc/Mi/	6,350	$871,283

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,876,239	64,938	-2.8%	Shares	Sole	2026-07-15
2026-03-31	$5,799,869	66,788	0.0%	Shares	Sole	2026-04-22
2025-12-31	$6,865,806	66,788	-1.1%	Shares	Sole	2026-01-16
2025-09-30	$8,510,724	67,524	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$7,478,673	67,613	-1.2%	Shares	Sole	2025-07-18
2025-03-31	$7,858,183	68,463	0.0%	Shares	Sole	2025-05-06
2024-12-31	$9,038,040	68,463	-0.6%	Shares	Sole	2025-01-27
2024-09-30	$12,498,000	68,863	0.0%	Shares	Sole	2024-10-24
2024-06-30	$9,990,802	68,863	0.0%	Shares	Sole	2024-07-12
2024-03-31	$11,464,725	68,863	-28.2%	Shares	Sole	2024-05-02
2023-12-31	$13,830,998	95,863	-0.1%	Shares	Defined	2024-01-29
2023-09-30	$10,422,719	95,934	-0.7%	Shares	Defined	2023-10-27
2023-06-30	$11,719,095	96,607	-0.2%	Shares	Defined	2023-08-02
2023-03-31	$9,851,850	96,822	0.0%	Shares	Defined	2023-05-08
2022-12-31	$8,482,468	96,822	0.0%	Shares	Defined	2023-01-31
2022-09-30	$6,987,488	96,822	-0.1%	Shares	Defined	2022-10-27
2022-06-30	$6,623,470	96,954	-1.4%	Shares	Defined	2022-08-04
2022-03-31	$7,722,626	98,281	0.0%	Shares	Defined	2022-05-02
2021-12-31	$11,051,619	98,281	-2.0%	Shares	Defined	2022-01-25
2021-09-30	$9,092,761	100,265	+2.0%	Shares	Defined	2021-11-03
2021-06-30	$9,452,292	98,281	-2.0%	Shares	Defined	2021-08-13
2021-03-31	$9,825,578	100,265	0.0%	Shares	Defined	2021-04-28
2020-12-31	$7,399,035	100,265	0.0%	Shares	Defined	2021-02-09
2020-09-30	$7,928,023	100,265	-21.4%	Shares	Defined	2020-11-06
2020-06-30	$7,605,028	127,491	-4.3%	Shares	Defined	2020-08-12
2020-03-31	$4,926,287	133,216	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.