Position in LEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$28,570,226
+$309,341 QoQ
Shares Held
315,728
-3.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#83
of 952 holders
Holding Since
Sep 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, 2026ASSETMARK, INC holds $208,538,181 across 15 Residential Construction names. LEN ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
392,029 | $63,853,683 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
455,101 | $62,444,408 | |
| 3 | TOL |
Toll Brothers, Inc.
|
179,605 | $29,589,923 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
315,728 | $28,570,226 | |
| 5 | 165,254 | $11,855,321 | |||
| 6 | MHO |
M/I Homes, Inc.
|
55,296 | $8,891,043 | |
| 7 | KBH |
Kb Home
|
49,456 | $3,095,451 | |
| 8 | SKY |
Champion Homes, Inc.
|
1,001 | $88,208 |
All Filings in LEN
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,570,226 | 315,728 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 LEN-B | $7,318 | 87 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $28,253,567 | 325,352 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 LEN-B | $36,906 | 388 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $35,636,853 | 346,662 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 LEN-B | $65,514 | 546 | Shares | Sole | 2025-11-06 | |
| 2025-09-30 | $44,988,843 | 356,941 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 LEN-B | $61,045 | 580 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $38,345,611 | 346,674 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 LEN-B | $41,010 | 376 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $38,395,746 | 334,516 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 LEN-B | — | 340 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $42,691,975 | 313,060 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 LEN-B | — | 3 | Shares | Sole | 2024-11-01 | |
| 2024-09-30 | $58,013,997 | 309,441 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 LEN-B | — | 7 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $45,947,449 | 306,582 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $52,152,774 | 303,249 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $45,359,578 | 304,345 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,649,096 | 308,733 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,164,804 | 33,236 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,687,436 | 16,054 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,767,012 | 19,525 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,246,102 | 16,715 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $938,228 | 13,295 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $937,108 | 11,545 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,135,928 | 9,779 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 LEN-B | — | 49,405 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $747,004 | 7,974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 LEN-B | — | 49,825 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $16,654,042 | 167,630 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,078,863 | 198,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $50,443,620 | 661,729 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $57,386,839 | 702,581 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||