Cannell & Spears LLC

Position in LEN — Lennar Corp /New/

CIK 1426319 NEW YORK, NY

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$18,975,843

+$2,915,133 QoQ

Shares Held

209,701

+13.4% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#98

of 949 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Cannell & Spears LLC holds $35,055,046 across 5 Residential Construction names. LEN ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	209,701	$18,975,843
2	DHI	Horton D R Inc /De/	47,991	$7,816,774
3	TOL	Toll Brothers, Inc.	45,135	$7,435,991
4	CVCO	Cavco Industries, Inc.	943	$579,360
5	IBP	Installed Building Products, Inc.	1,075	$247,078

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,975,843	209,701	+13.4%	Shares	Sole	2026-08-11
2026-03-31	$16,060,710	184,946	-16.8%	Shares	Sole	2026-05-15
2025-12-31	$22,845,449	222,232	-1.3%	Shares	Sole	2026-02-17
2025-09-30	$28,382,191	225,184	+17.4%	Shares	Sole	2025-11-14
2025-06-30	$21,209,578	191,751	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$21,877,297	190,602	-63.0%	Shares	Sole	2025-05-14
2024-12-31	$70,226,430	514,970	+1.0%	Shares	Sole	2025-02-12
2024-09-30	$95,550,867	509,659	+167.3%	Shares	Sole	2024-11-12
2024-06-30	$28,573,917	190,658	-2.9%	Shares	Sole	2024-08-12
2024-03-31	$33,763,980	196,325	+7039.1%	Shares	Sole	2024-05-10
2022-12-31	$248,874	2,750	0.0%	Shares	Sole	2023-02-13
2022-09-30	$205,012	2,750	0.0%	Shares	Sole	2022-11-14
2022-03-31	$223,217	2,750	0.0%	Shares	Sole	2022-05-13
2021-12-31	$319,440	2,750	0.0%	Shares	Sole	2022-02-14
2021-09-30	$257,619	2,750	0.0%	Shares	Sole	2021-11-15
2021-06-30	$273,212	2,750	0.0%	Shares	Sole	2021-08-09
2021-03-31	$278,382	2,750	0.0%	Shares	Sole	2021-05-14
2020-12-31	$209,632	2,750	0.0%	Shares	Sole	2021-02-12
2020-09-30	$224,620	2,750	-15.4%	Shares	Sole	2020-11-16
2020-06-30	$200,264	3,250	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.