Position in LEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$283,973,226
-$51,497,920 QoQ
Shares Held
3,270,074
+0.2% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.04%
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")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Capital World Investors holds $7,031,386,702 across 10 Residential Construction names. LEN ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
36,936,106 | $5,068,372,465 | |
| 2 | TOL |
Toll Brothers, Inc.
|
5,207,777 | $710,705,327 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
616,579 | $298,603,043 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
3,270,074 | $283,973,226 | |
| 5 | NVR |
Nvr Inc
|
40,761 | $268,608,064 | |
| 6 | KBH |
Kb Home
|
2,957,918 | $153,072,256 | |
| 7 | MTH |
Meritage Homes CORP
|
1,987,850 | $122,928,644 | |
| 8 | SKY |
Champion Homes, Inc.
|
800,000 | $59,496,000 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,973,226 | 3,270,074 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $335,471,146 | 3,263,338 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $410,672,602 | 3,258,272 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $359,874,391 | 3,253,543 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $504,640,141 | 4,396,586 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $579,458,736 | 4,389,390 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $796,530,452 | 4,388,820 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $636,383,052 | 4,386,359 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $741,969,498 | 4,456,648 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $852,689,583 | 5,910,013 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $738,563,737 | 6,797,973 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,561,281,062 | 12,870,505 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,668,855,604 | 26,228,972 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,258,182,475 | 25,775,720 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,234,613,758 | 17,107,401 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $221,298,002 | 3,239,348 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $254,538,247 | 3,239,348 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $364,548,611 | 3,241,896 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $293,993,353 | 3,241,836 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $311,787,467 | 3,241,836 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $360,315,980 | 3,676,840 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $271,331,672 | 3,676,840 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $290,697,498 | 3,676,425 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $219,283,089 | 3,676,070 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $135,943,404 | 3,676,163 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||