Position in LEN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,826,791
+$12,104,395 QoQ
Shares Held
174,901
+308.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#109
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026DNB Asset Management AS holds $36,707,334 across 12 Residential Construction names. LEN ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
174,901 | $15,826,791 | |
| 2 | DHI |
Horton D R Inc /De/
|
56,309 | $9,171,609 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
42,391 | $5,816,469 | |
| 4 | NVR |
Nvr Inc
|
501 | $3,413,513 | |
| 5 | TOL |
Toll Brothers, Inc.
|
5,248 | $864,608 | |
| 6 | MTH |
Meritage Homes CORP
|
3,898 | $326,847 | |
| 7 | IBP |
Installed Building Products, Inc.
|
1,258 | $289,138 | |
| 8 | SKY |
Champion Homes, Inc.
|
3,028 | $266,827 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,826,791 | 174,901 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $3,722,396 | 42,865 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,270,620 | 41,543 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $5,244,776 | 41,612 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,670,728 | 42,227 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,854,620 | 42,295 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,732,992 | 42,040 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $7,995,459 | 42,647 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,193,228 | 41,324 | Shares | Other | 2024-07-05 | |
| 2024-03-31 | $6,562,242 | 38,157 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $7,788,681 | 52,259 | Shares | Other | 2024-01-04 | |
| 2023-09-30 | $5,859,414 | 52,209 | Shares | Other | 2023-10-13 | |
| 2023-06-30 | $5,661,256 | 45,178 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $4,737,203 | 45,069 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $4,915,959 | 54,320 | Shares | Other | 2023-01-12 | |
| 2022-09-30 | $4,159,514 | 55,795 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $4,000,966 | 56,695 | Shares | Other | 2022-07-08 | |
| 2022-03-31 | $4,505,586 | 55,508 | Shares | Other | 2022-04-08 | |
| 2021-12-31 | $6,098,285 | 52,499 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $8,230,723 | 87,860 | Shares | Other | 2021-10-15 | |
| 2021-06-30 | $7,997,676 | 80,500 | Shares | Other | 2021-07-06 | |
| 2021-03-31 | $4,337,198 | 42,845 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $2,855,653 | 37,461 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $3,236,734 | 39,627 | Shares | Other | 2020-10-14 | |
| 2020-06-30 | $2,535,170 | 41,142 | Shares | Other | 2020-07-08 | |
| 2020-03-31 | $2,083,391 | 54,539 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||