Position in LEN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$28,253,567
-$7,383,286 QoQ
Shares Held
325,352
-6.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026ASSETMARK, INC holds $227,459,513 across 14 Residential Construction names. LEN ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
499,780 | $58,779,125 | |
| 2 | DHI |
Horton D R Inc /De/
|
424,987 | $58,316,716 | |
| 3 | TMHC |
Taylor Morrison Home Corp
|
791,740 | $46,110,937 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
325,352 | $28,253,567 | |
| 5 | TOL |
Toll Brothers, Inc.
|
191,100 | $26,079,417 | |
| 6 | MHO |
M/I Homes, Inc.
|
56,309 | $6,895,037 | |
| 7 | KBH |
Kb Home
|
53,664 | $2,777,112 | |
| 8 | SKY |
Champion Homes, Inc.
|
1,000 | $74,370 |
All Filings in LEN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,253,567 | 325,352 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,636,853 | 346,662 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,988,843 | 356,941 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $38,345,611 | 346,674 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,395,746 | 334,516 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $41,328,146 | 313,060 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $56,160,694 | 309,441 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $44,479,621 | 306,582 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,486,713 | 303,249 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $43,910,531 | 304,345 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $33,542,204 | 308,733 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,031,756 | 33,236 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,633,529 | 16,054 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,710,563 | 19,525 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,206,294 | 16,715 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $908,255 | 13,295 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $907,171 | 11,545 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,099,640 | 9,779 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $723,140 | 7,974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,122,016 | 167,630 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,437,428 | 198,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $48,832,159 | 661,729 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $55,553,571 | 702,581 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||