Position in LEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,537,076
-$48,880 QoQ
Shares Held
282,555
+18.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $119,754,429 across 8 Residential Construction names. LEN ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
230,852 | $31,677,511 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
247,631 | $29,123,881 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
282,555 | $24,537,076 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
499,509 | $23,342,055 | |
| 5 | KBH |
Kb Home
|
100,500 | $5,200,875 | |
| 6 | MTH |
Meritage Homes CORP
|
44,933 | $2,778,656 | |
| 7 | TOL |
Toll Brothers, Inc.
|
12,433 | $1,696,731 | |
| 8 | MHO |
M/I Homes, Inc.
|
11,414 | $1,397,644 |
All Filings in LEN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,537,076 | 282,555 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,585,956 | 239,163 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,381,435 | 225,178 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,783,744 | 233,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,036,172 | 296,534 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,558,883 | 239,058 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,164,143 | 100,083 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,221,942 | 111,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,549,785 | 117,426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,100,053 | 146,245 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,155,581 | 176,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,911,288 | 197,114 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,479,505 | 319,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,687,055 | 373,102 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,204,346 | 363,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $26,957,335 | 394,600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,099,565 | 306,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,575,735 | 280,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,811,355 | 317,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,631,887 | 308,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $24,499,025 | 250,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,139,083 | 191,600 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||