Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,007,800
+$13,989,567 QoQ
Shares Held
331,734
+79.7% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#77
of 949 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Mariner, LLC holds $85,767,234 across 11 Residential Construction names. LEN ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
331,734 | $30,007,800 | |
| 2 | DHI |
Horton D R Inc /De/
|
166,917 | $27,187,440 | |
| 3 | NVR |
Nvr Inc
|
2,349 | $16,004,675 | |
| 4 | TOL |
Toll Brothers, Inc.
|
26,590 | $4,380,702 | |
| 5 | MTH |
Meritage Homes CORP
|
34,229 | $2,870,100 | |
| 6 | MHO |
M/I Homes, Inc.
|
13,915 | $2,237,392 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
2,125 | $1,305,557 | |
| 8 | LGIH |
LGI Homes, Inc.
|
17,131 | $1,090,902 |
All Filings in LEN
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $538,647 | 6,072 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $29,469,153 | 325,662 | Shares | Other | 2026-08-13 | |
| 2026-03-31 LEN-B | $258,164 | 3,069 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $15,760,069 | 181,484 | Shares | Other | 2026-05-13 | |
| 2025-12-31 LEN-B | $208,598 | 2,193 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $9,378,444 | 91,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 LEN-B | $220,781 | 1,840 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $11,864,144 | 94,130 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,825,068 | 97,867 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,255,707 | 89,351 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 LEN-B | — | 1,865 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $8,579,304 | 62,912 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 LEN-B | — | 1,851 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $11,511,457 | 61,401 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 LEN-B | — | 1,852 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $10,474,264 | 69,889 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 1,845 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $11,789,746 | 68,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 LEN-B | — | 1,848 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $12,584,191 | 84,435 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,102,555 | 72,196 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,828,216 | 70,451 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,082,224 | 76,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,311,494 | 80,790 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,621,737 | 75,409 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,398,958 | 76,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $869,574 | 10,713 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||