Position in LEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$47,289,169
+$5,359,952 QoQ
Shares Held
522,590
+8.2% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#65
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $259,440,468 across 10 Residential Construction names. LEN ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
637,565 | $103,846,587 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
461,587 | $63,334,352 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
522,590 | $47,289,169 | |
| 4 | NVR |
Nvr Inc
|
6,588 | $44,886,678 | |
| 5 | TOL |
Toll Brothers, Inc.
|
214 | $35,256 | |
| 6 | IBP |
Installed Building Products, Inc.
|
78 | $17,927 | |
| 7 | KBH |
Kb Home
|
218 | $13,644 | |
| 8 | MTH |
Meritage Homes CORP
|
118 | $9,894 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,289,169 | 522,590 | Shares | Defined | 2026-08-07 | |
| 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 | $51,212,096 | 375,538 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $66,103,946 | 352,592 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $48,079,050 | 320,805 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $51,569,246 | 299,856 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $37,454,050 | 251,302 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $26,206,148 | 233,504 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $26,953,435 | 215,094 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $20,953,788 | 199,351 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $17,048,298 | 188,379 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,691,384 | 170,240 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $10,127,996 | 143,517 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $11,222,326 | 138,257 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $14,911,346 | 128,369 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $10,659,189 | 113,783 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $10,259,081 | 103,262 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $9,056,033 | 89,460 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $5,935,422 | 77,862 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,126,247 | 75,003 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,932,773 | 63,823 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $2,304,187 | 60,319 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||