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

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Clearbridge Investments, LLC holds $32,186,725 across 3 Residential Construction names.

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	104,209	$23,951,396
2	MTH	Meritage Homes CORP	94,003	$7,882,151
3	PHM	Pultegroup Inc/Mi/	2,574	$353,178

26 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	$27,411,586	201,009	+2.4%	Shares	Sole	2025-02-12
2024-09-30	$36,786,200	196,214	+18.3%	Shares	Sole	2024-11-12
2024-06-30	$24,868,081	165,931	+21.1%	Shares	Sole	2024-08-27
2024-03-31	$23,560,060	136,993	+339.7%	Shares	Defined	2024-05-13
2023-12-31	$4,643,788	31,158	+9.1%	Shares	Sole	2024-02-09
2023-09-30	$3,205,624	28,563	+4.5%	Shares	Sole	2023-11-13
2023-06-30	$3,425,098	27,333	+6.5%	Shares	Sole	2023-08-11
2023-03-31	$2,698,594	25,674	-8.0%	Shares	Sole	2023-05-12
2022-12-31	$2,526,578	27,918	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$2,072,861	27,805	+649.3%	Shares	Sole	2022-11-14
2022-06-30	$261,885	3,711	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$302,683	3,729	-36.4%	Shares	Sole	2022-05-13
2021-12-31	$681,394	5,866	+9.9%	Shares	Sole	2022-02-11
2021-09-30	$499,876	5,336	-22.2%	Shares	Sole	2021-11-12
2021-06-30	$681,143	6,856	+8.1%	Shares	Sole	2021-08-13
2021-03-31	$642,000	6,342	+0.4%	Shares	Sole	2021-05-13
2020-12-31	$481,468	6,316	+1.8%	Shares	Sole	2021-02-10
2020-09-30	$506,661	6,203	0.0%	Shares	Sole	2020-11-12
2020-06-30	$382,228	6,203	-98.8%	Shares	Defined	2020-08-14
2020-03-31 LEN-B	—	7	—	Shares	Defined	2020-05-22
2020-03-31	$19,019,145	497,883	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.