Smead Capital Management, Inc.

Position in LEN — Lennar Corp /New/

CIK 1427008 Phoenix, AZ

Back to LEN Full portfolio

Position in LEN

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

Position Value

$182,829,706

+$45,081,927 QoQ

Shares Held

2,020,441

+27.4% QoQ

Ownership

0.839%

of shares outstanding

% of Portfolio

3.92%

of 13F equity value

Holder Rank

#25

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

Smead Capital Management, Inc. holds $605,642,942 across 3 Residential Construction names. LEN ranks #3 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,414,221	$230,348,316
2	NVR	Nvr Inc	28,248	$192,464,920
3	LEN	Lennar Corp /New/ This page	2,020,441	$182,829,706

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	$182,829,706	2,020,441	+27.4%	Shares	Sole	2026-08-11
2026-03-31	$137,747,779	1,586,225	-13.0%	Shares	Sole	2026-05-14
2025-12-31	$187,331,514	1,822,291	-6.5%	Shares	Sole	2026-02-09
2025-09-30	$245,632,927	1,948,849	-7.1%	Shares	Sole	2025-11-10
2025-06-30	$232,049,382	2,097,906	-11.8%	Shares	Sole	2025-08-14
2025-03-31	$272,887,498	2,377,483	-8.7%	Shares	Sole	2025-05-14
2024-12-31	$355,046,653	2,603,555	-2.4%	Shares	Sole	2025-02-12
2024-09-30	$499,991,339	2,666,905	+3.5%	Shares	Sole	2024-11-07
2024-06-30	$386,216,379	2,577,009	+5.5%	Shares	Sole	2024-08-09
2024-03-31	$419,955,131	2,441,883	-10.0%	Shares	Sole	2024-07-16
2023-12-31	$404,169,653	2,711,820	-6.9%	Shares	Sole	2024-01-31
2023-09-30	$326,802,127	2,911,897	-3.3%	Shares	Sole	2023-11-13
2023-06-30	$377,499,841	3,012,527	-1.5%	Shares	Sole	2023-08-11
2023-03-31	$321,361,701	3,057,384	+3.2%	Shares	Sole	2023-05-12
2022-12-31	$268,123,426	2,962,690	+16.3%	Shares	Sole	2023-02-10
2022-09-30	$189,904,087	2,547,340	+1.6%	Shares	Sole	2022-11-10
2022-06-30	$176,925,590	2,507,093	+7.2%	Shares	Sole	2022-08-12
2022-03-31	$189,900,070	2,339,534	+18.3%	Shares	Sole	2022-05-13
2021-12-31	$229,787,874	1,978,201	+18.5%	Shares	Sole	2022-02-14
2021-09-30	$156,362,942	1,669,118	+1.8%	Shares	Sole	2021-11-12
2021-06-30	$162,958,464	1,640,246	+14.1%	Shares	Sole	2021-07-30
2021-03-31	$145,571,431	1,438,027	+10.0%	Shares	Sole	2021-05-04
2020-12-31	$99,682,654	1,307,656	-4.0%	Shares	Sole	2021-02-03
2020-09-30	$111,237,014	1,361,863	-7.9%	Shares	Sole	2020-11-04
2020-06-30	$91,149,227	1,479,215	-7.4%	Shares	Sole	2020-08-10
2020-03-31	$61,002,392	1,596,920	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.