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Equibles

MONTGOMERY INVESTMENT MANAGEMENT INC

Position in LEN — Lennar Corp /New/

CIK 1272544 ROCKVILLE, MD
Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$5,876,239
-$4,576,896 QoQ
Shares Held
64,938
-46.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#188
of 953 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

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) Open
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

All Filings in LEN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,876,239 64,938
2026-03-31 $5,799,869 66,788
2025-12-31 $6,865,806 66,788
2025-09-30 $8,510,724 67,524
2025-06-30 $7,478,673 67,613
2025-03-31 $7,858,183 68,463
2024-12-31 $9,336,295 68,463
2024-09-30 $12,910,434 68,863
2024-06-30 $10,320,498 68,863
2024-03-31 $11,843,061 68,863
2023-12-31 $14,287,421 95,863
2023-09-30 $10,766,670 95,934
2023-06-30 $12,105,825 96,607
2023-03-31 $10,176,961 96,822
2022-12-31 $8,762,389 96,822
2022-09-30 $7,218,075 96,822
2022-06-30 $6,842,044 96,954
2022-03-31 $7,977,472 98,281
2021-12-31 $11,416,322 98,281
2021-09-30 $9,392,822 100,265
2021-06-30 $9,764,218 98,281
2021-03-31 $10,149,822 100,265
2020-12-31 $7,643,202 100,265
2020-09-30 $8,189,647 100,265
2020-06-30 $7,855,994 127,491
2020-03-31 $5,088,854 133,216