Position in LEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$41,929,217
-$4,194,470 QoQ
Shares Held
482,833
+7.6% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $217,889,551 across 11 Residential Construction names. LEN ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
600,547 | $82,407,059 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
444,909 | $52,325,747 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
482,833 | $41,929,217 | |
| 4 | NVR |
Nvr Inc
|
6,240 | $41,120,539 | |
| 5 | TOL |
Toll Brothers, Inc.
|
214 | $29,204 | |
| 6 | TPH |
Tri Pointe Homes, Inc.
|
609 | $28,458 | |
| 7 | IBP |
Installed Building Products, Inc.
|
78 | $20,681 | |
| 8 | KBH |
Kb Home
|
218 | $11,281 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,929,217 | 482,833 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $46,123,687 | 448,674 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $58,738,043 | 466,027 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $48,658,445 | 439,910 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $49,776,872 | 433,672 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $49,576,085 | 375,538 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $63,992,204 | 352,592 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $46,543,127 | 320,805 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $49,921,826 | 299,856 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $36,257,550 | 251,302 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $25,368,972 | 233,504 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $26,092,386 | 215,094 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $20,284,402 | 199,351 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $16,503,676 | 188,379 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,285,948 | 170,240 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $9,804,449 | 143,517 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $10,863,820 | 138,257 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $14,434,991 | 128,369 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $10,318,673 | 113,783 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $9,931,346 | 103,262 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $8,766,731 | 89,460 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $5,745,810 | 77,862 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,930,539 | 75,003 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,807,137 | 63,823 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $2,230,578 | 60,319 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||