Sumitomo Mitsui DS Asset Management Company, Ltd

Position in LEN — Lennar Corp /New/

CIK 1411530 TOKYO, M0

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Position in LEN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,614,618

+$193,259 QoQ

Shares Held

28,894

+3.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#283

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, 2026

Sumitomo Mitsui DS Asset Management Company, Ltd holds $15,775,896 across 4 Residential Construction names. LEN ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	39,573	$6,445,650
2	PHM	Pultegroup Inc/Mi/	28,138	$3,860,814
3	NVR	Nvr Inc	419	$2,854,814
4	LEN	Lennar Corp /New/ This page	28,894	$2,614,618

All Filings in LEN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,614,618	28,894	+3.6%	Shares	Sole	2026-07-22
2026-03-31	$2,421,359	27,883	0.0%	Shares	Sole	2026-04-24
2025-12-31	$2,866,372	27,883	-0.6%	Shares	Sole	2026-02-03
2025-09-30	$3,535,169	28,048	+1.9%	Shares	Sole	2025-10-24
2025-06-30	$3,043,765	27,518	+1.4%	Shares	Sole	2025-07-10
2025-03-31	$3,115,473	27,143	+1.7%	Shares	Sole	2025-04-28
2024-12-31	$3,640,395	26,695	+2.1%	Shares	Sole	2025-01-28
2024-09-30	$4,899,977	26,136	-0.8%	Shares	Sole	2024-10-17
2024-06-30	$3,949,374	26,352	+11.1%	Shares	Sole	2024-07-30
2024-03-31	$4,077,646	23,710	-0.1%	Shares	Sole	2024-05-02
2023-12-31	$3,536,421	23,728	+1.4%	Shares	Sole	2024-02-01
2023-09-30	$2,626,069	23,399	+11.4%	Shares	Sole	2023-10-30
2023-06-30	$2,631,385	20,999	+1.1%	Shares	Sole	2023-08-04
2023-03-31	$2,183,345	20,772	+1.1%	Shares	Sole	2023-05-02
2022-12-31	$1,859,955	20,552	+1.7%	Shares	Sole	2023-01-26
2022-09-30	$1,506,580	20,209	+16.8%	Shares	Sole	2022-10-19
2022-06-30	$1,221,425	17,308	+0.5%	Shares	Sole	2022-07-13
2022-03-31	$1,397,504	17,217	-0.3%	Shares	Sole	2022-04-19
2021-12-31	$2,006,548	17,274	-0.2%	Shares	Sole	2022-01-20
2021-09-30	$1,622,068	17,315	-0.6%	Shares	Sole	2021-10-15
2021-06-30	$1,731,174	17,425	-3.0%	Shares	Sole	2021-07-19
2021-03-31	$1,817,989	17,959	-1.5%	Shares	Sole	2021-05-07
2020-12-31	$1,390,359	18,239	+0.1%	Shares	Sole	2021-02-02
2020-09-30	$1,488,210	18,220	+12.9%	Shares	Sole	2020-10-29
2020-06-30	$994,731	16,143	+1.1%	Shares	Sole	2020-08-12
2020-03-31	$610,092	15,971	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.