Ruffer LLP

Position in LEN — Lennar Corp /New/

CIK 1426859 London, X0

Position in LEN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,787,167

-$1,330,595 QoQ

Shares Held

20,580

-12.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

2 quarters on record

Consumer Cyclical · as of Mar 31, 2026

Ruffer LLP holds $8,974,940 across 5 Residential Construction names. LEN ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	52,259	$6,399,114
2	LEN	Lennar Corp /New/ This page	20,580	$1,787,167
3	SKY	Champion Homes, Inc.	3,548	$263,864
4	TOL	Toll Brothers, Inc.	1,924	$262,568
5	DHI	Horton D R Inc /De/	1,911	$262,227

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,787,167	20,580	-12.9%	Shares	Sole	2026-05-13
2024-12-31	$3,117,762	23,617	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.