Position in LEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$123,578,377
+$10,439,375 QoQ
Shares Held
1,365,796
+4.8% QoQ
Ownership
0.567%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#29
of 949 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. LEN ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
31,454 | $19,324,708 |
All Filings in LEN
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $623,099 | 7,024 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $122,955,278 | 1,358,772 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 LEN-B | $622,151 | 7,396 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $112,516,851 | 1,295,680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $91,897,340 | 893,943 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $145,562,587 | 1,154,892 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 LEN-B | $224,603 | 2,134 | Shares | Sole | 2025-08-01 | |
| 2025-06-30 | $119,147,322 | 1,077,184 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 LEN-B | $238,645 | 2,188 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $96,310,176 | 839,085 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 LEN-B | — | 1,669 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $94,246,905 | 691,112 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $132,879,072 | 708,764 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $112,375,835 | 749,822 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 LEN-B | — | 23,460 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $130,143,658 | 756,737 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 LEN-B | — | 26,874 | Shares | Sole | 2024-02-13 | |
| 2023-12-31 | $121,062,956 | 812,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 LEN-B | — | 25,382 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $91,577,302 | 815,979 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 87,897 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $95,191,386 | 759,647 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 LEN-B | — | 2,168,430 | Shares | Sole | 2023-05-11 | |
| 2023-03-31 | $84,133,224 | 4,453,933 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 LEN-B | — | 74,573 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $73,257,572 | 809,476 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 LEN-B | — | 66,095 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $58,033,786 | 778,455 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 LEN-B | — | 62,520 | Shares | Sole | 2022-08-03 | |
| 2022-06-30 | $47,688,604 | 675,763 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 LEN-B | — | 61,031 | Shares | Sole | 2022-05-04 | |
| 2022-03-31 | $40,505,636 | 499,022 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 LEN-B | — | 63,848 | Shares | Sole | 2022-02-04 | |
| 2021-12-31 | $59,278,550 | 510,318 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 LEN-B | — | 31,250 | Shares | Sole | 2021-10-07 | |
| 2021-09-30 | $46,475,106 | 496,105 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 LEN-B | — | 27,580 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $50,640,192 | 509,715 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 LEN-B | — | 21,189 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $54,443,401 | 537,819 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 LEN-B | — | 16,351 | Shares | Sole | 2021-02-02 | |
| 2020-12-31 | $22,834,933 | 299,553 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 LEN-B | — | 13,276 | Shares | Sole | 2020-10-09 | |
| 2020-09-30 | $30,458,320 | 372,898 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 LEN-B | — | 9,346 | Shares | Sole | 2020-07-08 | |
| 2020-06-30 | $17,294,207 | 280,659 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,802,775 | 178,083 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||