Position in LEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$98,218,210
-$32,891,470 QoQ
Shares Held
1,131,025
-11.3% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97.08812545091881.ToString("F0")%
Shared 0.ToString("F0")%
None 2.9118745490811864.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $347,133,753 across 13 Residential Construction names. LEN ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,120,930 | $153,814,014 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
1,131,025 | $98,218,210 | |
| 3 | IBP |
Installed Building Products, Inc.
|
255,016 | $67,617,492 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
19,047 | $9,224,271 | |
| 5 | TOL |
Toll Brothers, Inc.
|
55,731 | $7,605,609 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
49,180 | $5,784,059 | |
| 7 | NVR |
Nvr Inc
|
328 | $2,161,464 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
15,911 | $926,655 |
All Filings in LEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,218,210 | 1,131,025 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $131,109,680 | 1,275,386 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $227,228,314 | 1,802,827 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $202,575,025 | 1,831,435 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $221,188,864 | 1,927,068 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $263,035,710 | 1,992,491 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $370,489,329 | 2,041,367 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $285,355,411 | 1,966,852 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $325,145,659 | 1,952,991 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $277,965,659 | 1,926,587 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $219,414,598 | 2,019,561 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $242,309,804 | 1,997,494 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $208,515,694 | 2,049,250 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $186,627,544 | 2,130,235 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $156,122,188 | 2,163,304 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $149,681,049 | 2,191,023 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $178,053,988 | 2,265,981 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $298,588,384 | 2,655,318 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $203,606,953 | 2,245,154 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $202,330,103 | 2,103,744 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $205,543,389 | 2,097,465 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $160,076,564 | 2,169,212 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $178,409,196 | 2,256,325 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $83,560,549 | 2,259,633 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||