Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,901,596
+$3,364,520 QoQ
Shares Held
308,339
+9.1% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#85
of 949 holders
Holding Since
Dec 2020
23 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $114,889,357 across 7 Residential Construction names. LEN ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
239,691 | $39,040,870 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
247,389 | $33,944,244 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
308,339 | $27,901,596 | |
| 4 | KBH |
Kb Home
|
100,761 | $6,306,630 | |
| 5 | MTH |
Meritage Homes CORP
|
42,391 | $3,554,485 | |
| 6 | TOL |
Toll Brothers, Inc.
|
16,339 | $2,691,850 | |
| 7 | MHO |
M/I Homes, Inc.
|
9,016 | $1,449,682 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,901,596 | 308,339 | Shares | Sole | 2026-08-13 | |
| 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 | $32,600,326 | 239,058 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,763,560 | 100,083 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,757,266 | 111,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,194,927 | 117,426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,796,354 | 146,245 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,787,715 | 176,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,700,360 | 197,114 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,551,329 | 319,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,765,728 | 373,102 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 LEN-B | — | 7,003 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $27,069,089 | 363,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 LEN-B | — | 8,103 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $27,846,927 | 394,600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 LEN-B | — | 8,103 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $24,894,851 | 306,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $32,617,734 | 280,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $29,762,129 | 317,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,609,739 | 308,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $25,307,492 | 250,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,605,673 | 191,600 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||