VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Position in LEN — Lennar Corp /New/
CIK 1367401
AMSTERDAM, P7
Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$231,180,845
+$29,346,101 QoQ
Shares Held
2,662,147
+35.6% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 14.388048443605856.ToString("F0")%
Shared 0.ToString("F0")%
None 85.61195155639413.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $348,058,071 across 2 Residential Construction names. LEN ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
2,662,147 | $231,180,845 | |
| 2 | NVR |
Nvr Inc
|
17,736 | $116,877,226 |
All Filings in LEN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,180,845 | 2,662,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,834,744 | 1,963,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $129,634,282 | 1,028,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,321,803 | 816,579 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||