Position in LEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,494,003
-$738,801 QoQ
Shares Held
49,663
-17.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026KBC Group NV holds $22,519,870 across 14 Residential Construction names. LEN ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
43,682 | $7,114,923 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
49,663 | $4,494,003 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
30,082 | $4,127,549 | |
| 4 | NVR |
Nvr Inc
|
544 | $3,706,488 | |
| 5 | SKY |
Champion Homes, Inc.
|
10,464 | $922,087 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
1,338 | $822,040 | |
| 7 | TOL |
Toll Brothers, Inc.
|
3,002 | $494,579 | |
| 8 | MTH |
Meritage Homes CORP
|
2,289 | $191,932 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,494,003 | 49,663 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $5,232,804 | 60,258 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,444,428 | 62,689 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $5,884,933 | 46,691 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $5,249,107 | 47,456 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,422,763 | 160,505 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $20,856,828 | 152,943 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $92,774,101 | 494,848 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $20,699,596 | 138,117 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $12,623,506 | 73,401 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $9,754,369 | 65,448 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,840,029 | 43,126 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $3,383,119 | 26,998 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $5,771,485 | 54,909 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $4,248,249 | 46,942 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $1,801,051 | 24,159 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $1,698,972 | 24,075 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $1,838,176 | 22,646 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $2,347,942 | 20,213 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $3,432,528 | 36,641 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,640,283 | 36,641 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $6,239,511 | 61,637 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $5,584,383 | 73,257 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $5,983,633 | 73,257 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $4,660,320 | 75,630 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $1,688,899 | 44,212 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||