Curi Capital, LLC

Position in LEN — Lennar Corp /New/

CIK 1332905 CHICAGO, IL

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$890,457

+$295,040 QoQ

Shares Held

10,254

+77.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Curi Capital, LLC holds $12,602,666 across 4 Residential Construction names. LEN ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	34,477	$9,141,575
2	NVR	Nvr Inc	331	$2,181,233
3	LEN	Lennar Corp /New/ This page	10,254	$890,457
4	SKY	Champion Homes, Inc.	5,236	$389,401

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,457	10,254	+77.0%	Shares	Other	2026-05-15
2025-12-31	$595,417	5,792	-2.8%	Shares	Other	2026-02-17
2025-09-30	$751,072	5,959	+1.1%	Shares	Sole	2025-11-13
2025-06-30	$652,266	5,897	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.