Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,347,100
-$1,156,073 QoQ
Shares Held
37,008
-28.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 952 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $198,110,073 across 11 Residential Construction names. LEN ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
572,626 | $93,269,321 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
364,813 | $50,055,991 | |
| 3 | NVR |
Nvr Inc
|
4,256 | $28,997,829 | |
| 4 | TOL |
Toll Brothers, Inc.
|
107,253 | $17,669,931 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
37,008 | $3,347,100 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
30,468 | $2,438,658 | |
| 7 | IBP |
Installed Building Products, Inc.
|
5,431 | $1,248,261 | |
| 8 | KBH |
Kb Home
|
6,258 | $391,688 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $87,379 | 985 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $3,259,721 | 36,023 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 LEN-B | $72,511 | 862 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $4,430,662 | 51,021 | Shares | Other | 2026-05-13 | |
| 2025-12-31 LEN-B | $76,761 | 807 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $5,728,632 | 55,726 | Shares | Other | 2026-02-11 | |
| 2025-09-30 LEN-B | $95,272 | 794 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $7,461,315 | 59,198 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 LEN-B | $85,673 | 814 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $5,754,264 | 52,023 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 LEN-B | $83,220 | 763 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $6,988,953 | 60,890 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 LEN-B | — | 755 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $9,517,667 | 69,793 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 LEN-B | — | 682 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $14,770,611 | 78,785 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 LEN-B | — | 539 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $12,794,102 | 85,368 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 402 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $14,107,521 | 82,030 | Shares | Other | 2024-05-13 | |
| 2023-12-31 LEN-B | — | 286 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $12,586,576 | 84,451 | Shares | Other | 2024-02-09 | |
| 2023-09-30 LEN-B | — | 174 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $10,882,267 | 96,964 | Shares | Other | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 123 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $17,947,277 | 143,223 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 103 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $14,065,192 | 133,814 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 LEN-B | — | 103 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $9,684,312 | 107,009 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 LEN-B | — | 103 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $4,818,386 | 64,633 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 27 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $1,666,228 | 23,611 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 LEN-B | — | 27 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $2,531,449 | 31,187 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 LEN-B | — | 42 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $7,436,448 | 64,019 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 LEN-B | — | 42 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $9,165,274 | 97,836 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 LEN-B | — | 42 | Shares | Sole | 2021-08-09 | |
| 2021-06-30 | $9,363,639 | 94,249 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 LEN-B | — | 42 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $10,976,568 | 108,432 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 LEN-B | — | 42 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $7,323,723 | 96,074 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 LEN-B | — | 26 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $7,576,313 | 92,756 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,078,966 | 82,424 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,741,157 | 45,580 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||