Pacific Heights Asset Management LLC
Position in LEN — Lennar Corp /New/
CIK 1323414
San Francisco, CA
Position in LEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$24,884,750
+$1,003,750 QoQ
Shares Held
275,000
0.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#88
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, 2026Pacific Heights Asset Management LLC holds $24,884,750 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
|
275,000 | $24,884,750 |
All Filings in LEN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,884,750 | 275,000 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $23,881,000 | 275,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,130,000 | 225,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,057,000 | 175,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,485,400 | 140,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,265,740 | 133,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,182,196 | 60,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $24,372,399 | 130,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,483,102 | 130,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $22,357,404 | 130,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $19,375,200 | 130,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,589,896 | 130,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,290,303 | 130,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,664,302 | 130,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,764,999 | 130,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,691,494 | 130,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,174,101 | 130,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $8,522,854 | 105,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,196,802 | 105,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,836,397 | 105,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,431,751 | 105,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $10,629,146 | 105,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,080,383 | 106,000 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $8,658,083 | 106,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,531,719 | 106,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,820,003 | 100,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||