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American Trust Investment Advisors, LLC

Position in LEN — Lennar Corp /New/

CIK 1291424 Lebanon, NH

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,868,809
+$1,185,540 QoQ
Shares Held
42,754
+38.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#230
of 949 holders
Holding Since
Mar 2020
26 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

American Trust Investment Advisors, LLC holds $3,868,809 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LEN
Lennar Corp /New/
This page
42,754 $3,868,809

All Filings in LEN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,868,809 42,754
2026-03-31 $2,683,269 30,899
2025-12-31 $3,096,747 30,124
2025-09-30 $3,820,524 30,312
2025-06-30 $3,573,145 32,304
2025-03-31 $3,766,620 32,816
2024-12-31 $4,050,323 29,701
2024-09-30 $5,492,413 29,296
2024-06-30 $4,483,361 29,915
2024-03-31 $5,298,361 30,808
2023-12-31 $4,769,280 32,000
2023-09-30 $4,756,081 42,378
2023-06-30 $5,119,290 40,853
2023-03-31 $4,273,563 40,658
2022-12-31 $3,681,358 40,678
2022-09-30 $3,026,579 40,598
2022-06-30 $2,808,898 39,803
2022-03-31 $3,165,063 38,993
2021-12-31 $4,489,004 38,645
2021-09-30 $3,580,167 38,217
2021-06-30 $3,794,673 38,195
2021-03-31 $3,853,318 38,065
2020-12-31 $5,850,654 76,750
2020-09-30 $6,235,862 76,345
2020-06-30 $4,720,091 76,600
2020-03-31 $2,918,291 76,395