JANUS HENDERSON GROUP PLC

Position in LEN — Lennar Corp /New/

CIK 1274173 LONDON, X0

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Position in LEN

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$221,178,873

+$2,500,144 QoQ

Shares Held

2,546,970

+19.7% QoQ

Ownership

1.06%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 97.22026564898684.ToString("F0")% None 2.7797343510131647.ToString("F0")%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

JANUS HENDERSON GROUP PLC holds $431,989,621 across 18 Residential Construction names. LEN ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	2,546,970	$221,178,873
2	TOL	Toll Brothers, Inc.	528,903	$72,179,390
3	CVCO	Cavco Industries, Inc.	68,741	$33,290,578
4	DFH	Dream Finders Homes, Inc.	1,876,795	$26,124,985
5	DHI	Horton D R Inc /De/	170,508	$23,397,106
6	IBP	Installed Building Products, Inc.	48,174	$12,773,335
7	MHO	M/I Homes, Inc.	93,388	$11,435,359
8	SKY	Champion Homes, Inc.	146,528	$10,897,287

All Filings in LEN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$221,178,873	2,546,970	+19.7%	Shares	Defined	2026-05-18
2025-12-31	$218,678,729	2,127,225	+12.0%	Shares	Defined	2026-02-17
2025-09-30	$239,347,186	1,898,978	+4399.0%	Shares	Defined	2025-11-14
2025-06-30	$4,668,736	42,209	-25.2%	Shares	Defined	2025-08-14
2025-03-31	$6,474,739	56,410	-46.0%	Shares	Defined	2025-05-15
2024-12-31	$13,778,512	104,372	-50.6%	Shares	Defined	2025-02-14
2024-09-30	$38,379,132	211,466	-18.7%	Shares	Defined	2024-11-14
2024-06-30	$37,727,056	260,039	+56.1%	Shares	Defined	2024-08-14
2024-03-31	$27,731,905	166,572	-12.5%	Shares	Defined	2024-05-15
2023-12-31	$27,470,971	190,402	-25.9%	Shares	Defined	2024-02-14
2023-09-30	$27,904,303	256,840	-0.5%	Shares	Defined	2023-11-14
2023-06-30	$31,328,476	258,258	+141.0%	Shares	Defined	2023-08-14
2023-03-31	$10,905,495	107,177	+300.8%	Shares	Defined	2023-05-15
2022-12-31	$2,342,661	26,740	-6.0%	Shares	Defined	2023-02-14
2022-09-30	$2,052,685	28,443	-4.2%	Shares	Defined	2023-01-13
2022-06-30	$2,027,401	29,677	-59.5%	Shares	Defined	2022-08-15
2022-03-31	$5,753,564	73,222	-66.4%	Shares	Defined	2022-05-16
2021-12-31	$24,483,451	217,729	+124.6%	Shares	Defined	2022-02-14
2021-09-30	$8,792,405	96,953	-9.3%	Shares	Defined	2021-11-16
2021-06-30	$10,284,409	106,933	+54.5%	Shares	Defined	2021-08-16
2021-03-31	$6,781,918	69,206	-54.6%	Shares	Defined	2021-05-17
2020-12-31	$11,241,235	152,331	-50.8%	Shares	Defined	2021-02-16
2020-09-30	$24,484,874	309,658	+62.7%	Shares	Defined	2020-11-16
2020-06-30	$11,350,069	190,273	-66.1%	Shares	Defined	2020-08-14
2020-03-31	$20,735,183	560,718	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.