NATIXIS

Position in LEN — Lennar Corp /New/

CIK 1274981 PARIS, I0

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,113,544

+$4,833,041 QoQ

Shares Held

155,968

+45.9% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#117

of 949 holders

Holding Since

Jun 2020

24 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

NATIXIS holds $25,476,269 across 8 Residential Construction names. LEN ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	155,968	$14,113,544
2	DHI	Horton D R Inc /De/	52,330	$8,523,510
3	NVR	Nvr Inc	251	$1,710,163
4	SKY	Champion Homes, Inc.	6,836	$602,388
5	MHO	M/I Homes, Inc.	1,518	$244,079
6	LGIH	LGI Homes, Inc.	2,225	$141,688
7	GRBK	Green Brick Partners, Inc.	916	$73,316
8	CVCO	Cavco Industries, Inc.	110	$67,581

All Filings in LEN

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,113,544	155,968	+45.9%	Shares	Sole	2026-08-13
2026-03-31	$9,280,503	106,869	+6986.8%	Shares	Sole	2026-05-14
2025-12-31 LEN-B	$963,090	10,125	+2851.9%	Shares	Sole	2026-02-13
2025-12-31	$155,022	1,508	-78.0%	Shares	Sole	2026-02-13
2025-09-30	$864,760	6,861	-52.2%	Shares	Sole	2025-11-14
2025-06-30	$1,587,806	14,355	+414.9%	Shares	Sole	2025-08-13
2025-03-31	$320,006	2,788	-49.5%	Shares	Sole	2025-07-18
2024-12-31	$753,171	5,523	-89.5%	Shares	Sole	2025-02-13
2024-09-30	$9,847,199	52,524	+620.5%	Shares	Sole	2024-11-13
2024-06-30	$1,092,552	7,290	-88.0%	Shares	Sole	2024-08-13
2024-03-31	$10,418,550	60,580	-7.1%	Shares	Sole	2024-05-13
2023-12-31 LEN-B	—	343	-94.0%	Shares	Sole	2024-02-13
2023-12-31	$9,720,090	65,218	+133.7%	Shares	Sole	2024-02-13
2023-09-30	$3,131,777	27,905	-57.9%	Shares	Sole	2023-11-14
2023-06-30	$8,314,821	66,354	+40.4%	Shares	Sole	2023-08-11
2023-03-31	$4,967,499	47,260	-23.5%	Shares	Sole	2023-05-12
2022-12-31	$5,590,003	61,768	-56.4%	Shares	Sole	2023-02-24
2022-09-30 LEN-B	—	5,717	0.0%	Shares	Sole	2022-11-14
2022-09-30	$10,567,083	141,745	-40.3%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	5,717	-80.9%	Shares	Sole	2022-08-12
2022-06-30	$16,760,731	237,505	+86.9%	Shares	Sole	2022-08-12
2022-03-31	$10,317,118	127,105	+499.3%	Shares	Sole	2022-05-13
2021-12-31	$2,463,637	21,209	+33.8%	Shares	Sole	2022-02-14
2021-09-30 LEN-B	—	30,001	—	Shares	Sole	2021-11-12
2021-06-30	$1,574,797	15,851	-83.9%	Shares	Sole	2021-08-13
2020-12-31	$7,520,549	98,656	+1539.9%	Shares	Sole	2021-02-12
2020-09-30	$491,387	6,016	-63.9%	Shares	Sole	2020-11-12
2020-06-30	$1,026,589	16,660	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.