ENVESTNET ASSET MANAGEMENT INC

Position in LEN — Lennar Corp /New/

CIK 1407543 Berwyn, PA

Position in LEN

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$112,516,851

+$20,619,511 QoQ

Shares Held

1,295,680

+44.9% QoQ

Ownership

0.538%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $402,420,572 across 15 Residential Construction names. LEN ranks #1 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	1,295,680	$112,516,851
2	DHI	Horton D R Inc /De/	681,482	$93,512,960
3	NVR	Nvr Inc	10,454	$68,890,083
4	PHM	Pultegroup Inc/Mi/	341,028	$40,108,303
5	IBP	Installed Building Products, Inc.	121,244	$32,147,846
6	MTH	Meritage Homes CORP	267,527	$16,543,869
7	TOL	Toll Brothers, Inc.	108,460	$14,801,536
8	CVCO	Cavco Industries, Inc.	26,883	$13,019,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$112,516,851	1,295,680	+44.9%	Shares	Sole	2026-05-04
2025-12-31	$91,897,340	893,943	-22.6%	Shares	Sole	2026-02-10
2025-09-30	$145,562,587	1,154,892	+7.2%	Shares	Sole	2025-11-05
2025-06-30	$119,147,322	1,077,184	+28.4%	Shares	Sole	2025-08-01
2025-03-31	$96,310,176	839,085	+21.4%	Shares	Sole	2025-04-29
2024-12-31	$91,236,114	691,112	-2.5%	Shares	Sole	2025-02-13
2024-09-30	$128,634,145	708,764	-5.5%	Shares	Sole	2024-11-07
2024-06-30	$108,785,900	749,822	-0.9%	Shares	Sole	2024-08-08
2024-03-31	$125,986,116	756,737	-6.8%	Shares	Sole	2024-05-13
2023-12-31	$117,195,505	812,285	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$88,651,793	815,979	+7.4%	Shares	Sole	2023-11-13
2023-06-30	$92,150,422	759,647	-82.9%	Shares	Sole	2023-08-04
2023-03-31	$453,197,481	4,453,933	+450.2%	Shares	Sole	2023-05-11
2022-12-31	$70,917,301	809,476	+4.0%	Shares	Sole	2023-02-07
2022-09-30	$56,179,851	778,455	+15.2%	Shares	Sole	2022-11-10
2022-06-30	$46,165,154	675,763	+35.4%	Shares	Sole	2022-08-03
2022-03-31	$39,211,651	499,022	-2.2%	Shares	Sole	2022-05-04
2021-12-31	$57,384,850	510,318	+2.9%	Shares	Sole	2022-02-04
2021-09-30	$44,990,422	496,105	-2.7%	Shares	Sole	2021-10-07
2021-06-30	$49,022,451	509,715	-5.2%	Shares	Sole	2021-08-04
2021-03-31	$52,704,164	537,819	+79.5%	Shares	Sole	2021-05-04
2020-12-31	$22,105,453	299,553	-19.7%	Shares	Sole	2021-02-02
2020-09-30	$29,485,305	372,898	+32.9%	Shares	Sole	2020-10-09
2020-06-30	$16,741,730	280,659	+57.6%	Shares	Sole	2020-07-08
2020-03-31	$6,585,455	178,083	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.