JANUS HENDERSON GROUP PLC

Position in LEN — Lennar Corp /New/

CIK 1274173 LONDON, X0

Back to LEN Full portfolio

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% Shared 97% None 3%

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 $426,705,669 across 18 Residential Construction names. LEN ranks #1 (51.8% 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	$14,233,203	104,372	-50.6%	Shares	Defined	2025-02-14
2024-09-30	$39,645,644	211,466	-18.7%	Shares	Defined	2024-11-14
2024-06-30	$38,972,049	260,039	+56.1%	Shares	Defined	2024-08-14
2024-03-31	$28,647,057	166,572	-12.5%	Shares	Defined	2024-05-15
2023-12-31	$28,377,513	190,402	-25.9%	Shares	Defined	2024-02-14
2023-09-30	$28,825,146	256,840	-0.5%	Shares	Defined	2023-11-14
2023-06-30	$32,362,317	258,258	+141.0%	Shares	Defined	2023-08-14
2023-03-31	$11,265,376	107,177	+300.8%	Shares	Defined	2023-05-15
2022-12-31	$2,419,968	26,740	-6.0%	Shares	Defined	2023-02-14
2022-09-30	$2,120,423	28,443	-4.2%	Shares	Defined	2023-01-13
2022-06-30	$2,094,306	29,677	-59.5%	Shares	Defined	2022-08-15
2022-03-31	$5,943,431	73,222	-66.4%	Shares	Defined	2022-05-16
2021-12-31	$25,291,405	217,729	+124.6%	Shares	Defined	2022-02-14
2021-09-30	$9,082,555	96,953	-9.3%	Shares	Defined	2021-11-16
2021-06-30	$10,623,795	106,933	+54.5%	Shares	Defined	2021-08-16
2021-03-31	$7,005,721	69,206	-54.6%	Shares	Defined	2021-05-17
2020-12-31	$11,612,196	152,331	-50.8%	Shares	Defined	2021-02-16
2020-09-30	$25,292,875	309,658	+62.7%	Shares	Defined	2020-11-16
2020-06-30	$11,724,622	190,273	-66.1%	Shares	Defined	2020-08-14
2020-03-31	$21,419,444	560,718	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.