Position in LEN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$90,570,896
-$19,564,596 QoQ
Shares Held
1,042,963
-2.7% QoQ
Ownership
0.433%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 87.48133922296381.ToString("F0")%
Shared 0.007766334951479582.ToString("F0")%
None 12.510894442084714.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,030,945,389 across 19 Residential Construction names. LEN ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,838,293 | $252,250,556 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,469,176 | $172,789,781 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,032,910 | $140,961,222 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
1,042,963 | $90,570,896 | |
| 5 | NVR |
Nvr Inc
|
13,223 | $87,137,315 | |
| 6 | MTH |
Meritage Homes CORP
|
823,322 | $50,914,227 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
716,225 | $41,712,938 | |
| 8 | IBP |
Installed Building Products, Inc.
|
156,873 | $41,594,871 |
All Filings in LEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,570,896 | 1,042,963 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $110,135,492 | 1,071,357 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $149,269,162 | 1,184,300 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $134,196,911 | 1,213,244 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $150,744,122 | 1,313,331 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $181,163,440 | 1,372,310 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $284,408,598 | 1,567,069 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $235,222,359 | 1,621,303 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $279,235,971 | 1,677,234 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $253,840,218 | 1,759,373 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $193,368,438 | 1,779,824 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $223,067,248 | 1,838,867 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $193,297,322 | 1,899,687 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $168,427,578 | 1,922,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $168,309,186 | 2,332,173 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $159,720,840 | 2,337,985 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $181,806,034 | 2,313,731 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $310,909,211 | 2,764,886 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $260,485,749 | 2,872,351 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $271,788,069 | 2,825,939 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $393,985,081 | 4,020,416 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $472,412,872 | 5,974,563 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $359,904,451 | 6,033,452 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $256,503,394 | 6,936,330 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||