Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$734,326
-$590,677 QoQ
Shares Held
8,115
-46.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#458
of 949 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $18,157,177 across 9 Residential Construction names. LEN ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
31,207 | $5,082,996 | |
| 2 | TOL |
Toll Brothers, Inc.
|
25,689 | $4,232,262 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
30,374 | $4,167,616 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
3,954 | $2,429,258 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
8,115 | $734,326 | |
| 6 | IBP |
Installed Building Products, Inc.
|
3,046 | $700,092 | |
| 7 | NVR |
Nvr Inc
|
46 | $313,416 | |
| 8 | KBH |
Kb Home
|
4,061 | $254,177 |
All Filings in LEN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,326 | 8,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,325,003 | 15,258 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,822,130 | 17,725 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,217,673 | 17,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,491,047 | 22,521 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,420,480 | 21,088 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,893,361 | 21,217 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,071,503 | 21,717 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,296,690 | 21,997 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,384,051 | 19,677 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,415,044 | 16,204 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,804,545 | 16,079 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,295,178 | 18,316 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,510,536 | 14,371 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $586,168 | 6,477 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $297,752 | 3,994 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $205,928 | 2,537 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $294,581 | 2,536 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $189,514 | 2,023 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $200,985 | 2,023 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||