Clearbridge Investments, LLC

Position in LEN — Lennar Corp /New/

CIK 1348883 NEW YORK, NY

Position in LEN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$39,598,345

+$2,283,796 QoQ

Shares Held

455,992

+25.6% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.77872418814366.ToString("F0")% Shared 0.ToString("F0")% None 0.22127581185634837.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Clearbridge Investments, LLC holds $77,744,837 across 4 Residential Construction names. LEN ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	455,992	$39,598,345
2	IBP	Installed Building Products, Inc.	104,370	$27,673,705
3	MTH	Meritage Homes CORP	164,024	$10,143,244
4	PHM	Pultegroup Inc/Mi/	2,802	$329,543

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,598,345	455,992	+25.6%	Shares	Sole	2026-05-13
2025-12-31	$37,314,549	362,982	-61.5%	Shares	Sole	2026-02-11
2025-09-30	$118,955,417	943,791	+143.0%	Shares	Sole	2025-11-13
2025-06-30	$42,952,185	388,321	+142.5%	Shares	Sole	2025-08-12
2025-03-31	$18,380,295	160,135	-20.3%	Shares	Sole	2025-05-13
2024-12-31	$26,535,901	201,009	+2.4%	Shares	Sole	2025-02-12
2024-09-30	$35,611,035	196,214	+18.3%	Shares	Sole	2024-11-12
2024-06-30	$24,073,651	165,931	+21.1%	Shares	Sole	2024-08-27
2024-03-31	$22,807,416	136,993	+339.7%	Shares	Defined	2024-05-13
2023-12-31	$4,495,438	31,158	+9.1%	Shares	Sole	2024-02-09
2023-09-30	$3,103,218	28,563	+4.5%	Shares	Sole	2023-11-13
2023-06-30	$3,315,681	27,333	+6.5%	Shares	Sole	2023-08-11
2023-03-31	$2,612,385	25,674	-8.0%	Shares	Sole	2023-05-12
2022-12-31	$2,445,865	27,918	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$2,006,642	27,805	+649.3%	Shares	Sole	2022-11-14
2022-06-30	$253,519	3,711	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$293,013	3,729	-36.4%	Shares	Sole	2022-05-13
2021-12-31	$659,627	5,866	+9.9%	Shares	Sole	2022-02-11
2021-09-30	$483,907	5,336	-22.2%	Shares	Sole	2021-11-12
2021-06-30	$659,384	6,856	+8.1%	Shares	Sole	2021-08-13
2021-03-31	$621,491	6,342	+0.4%	Shares	Sole	2021-05-13
2020-12-31	$466,087	6,316	+1.8%	Shares	Sole	2021-02-10
2020-09-30	$490,475	6,203	0.0%	Shares	Sole	2020-11-12
2020-06-30	$370,018	6,203	-98.8%	Shares	Defined	2020-08-14
2020-03-31	$18,411,563	497,883	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.