HARBOR INVESTMENT ADVISORY, LLC

Position in LEN — Lennar Corp /New/

CIK 1468792 LUTHERVILLE, MD

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$24,794

+$10,032 QoQ

Shares Held

274

+61.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#785

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

HARBOR INVESTMENT ADVISORY, LLC holds $1,078,207 across 4 Residential Construction names. LEN ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	4,853	$790,456
2	NVR	Nvr Inc	34	$231,655
3	TOL	Toll Brothers, Inc.	190	$31,302
4	LEN	Lennar Corp /New/ This page	274	$24,794

All Filings in LEN

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46 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,794	274	+61.2%	Shares	Sole	2026-07-07
2026-03-31	$14,762	170	-62.2%	Shares	Sole	2026-04-23
2025-12-31	$46,260	450	+11.1%	Shares	Sole	2026-01-07
2025-09-30	$51,046	405	+39.7%	Shares	Sole	2025-10-27
2025-06-30	$32,076	290	+27.2%	Shares	Sole	2025-07-01
2025-03-31 LEN-B	$654	6	0.0%	Shares	Sole	2025-04-09
2025-03-31	$26,169	228	0.0%	Shares	Sole	2025-04-09
2024-12-31 LEN-B	—	6	0.0%	Shares	Sole	2025-01-16
2024-12-31	$31,092	228	0.0%	Shares	Sole	2025-01-16
2024-09-30 LEN-B	—	6	0.0%	Shares	Sole	2024-10-04
2024-09-30	$42,745	228	-0.4%	Shares	Sole	2024-10-04
2024-06-30 LEN-B	—	6	0.0%	Shares	Sole	2024-07-19
2024-06-30	$34,320	229	-4.6%	Shares	Sole	2024-07-19
2024-03-31 LEN-B	—	6	0.0%	Shares	Sole	2024-04-12
2024-03-31	$41,275	240	+5.3%	Shares	Sole	2024-04-12
2023-12-31 LEN-B	—	6	0.0%	Shares	Sole	2024-01-26
2023-12-31	$33,981	228	0.0%	Shares	Sole	2024-01-26
2023-09-30 LEN-B	—	6	0.0%	Shares	Sole	2023-10-13
2023-09-30	$25,588	228	0.0%	Shares	Sole	2023-10-13
2023-06-30 LEN-B	—	6	0.0%	Shares	Sole	2023-07-14
2023-06-30	$28,570	228	0.0%	Shares	Sole	2023-07-14
2023-03-31 LEN-B	—	6	0.0%	Shares	Sole	2023-04-21
2023-03-31	$23,965	228	0.0%	Shares	Sole	2023-04-21
2022-12-31 LEN-B	—	6	0.0%	Shares	Sole	2023-01-24
2022-12-31	$20,633	228	0.0%	Shares	Sole	2023-01-24
2022-09-30 LEN-B	—	6	0.0%	Shares	Sole	2022-11-01
2022-09-30	$16,997	228	0.0%	Shares	Sole	2022-11-01
2022-06-30 LEN-B	—	6	0.0%	Shares	Sole	2022-07-18
2022-06-30	$16,089	228	0.0%	Shares	Sole	2022-07-18
2022-03-31 LEN-B	—	6	0.0%	Shares	Sole	2022-04-20
2022-03-31	$18,506	228	+714.3%	Shares	Sole	2022-04-20
2021-12-31 LEN-B	—	6	0.0%	Shares	Sole	2022-01-10
2021-12-31	$3,252	28	0.0%	Shares	Sole	2022-01-10
2021-09-30 LEN-B	—	6	0.0%	Shares	Sole	2021-10-12
2021-09-30	$2,623	28	0.0%	Shares	Sole	2021-10-12
2021-06-30 LEN-B	—	6	0.0%	Shares	Sole	2021-07-27
2021-06-30	$2,781	28	0.0%	Shares	Sole	2021-07-27
2021-03-31 LEN-B	—	6	0.0%	Shares	Sole	2021-04-16
2021-03-31	$2,834	28	0.0%	Shares	Sole	2021-04-16
2020-12-31 LEN-B	—	6	0.0%	Shares	Sole	2021-02-04
2020-12-31	$2,134	28	0.0%	Shares	Sole	2021-02-04
2020-09-30 LEN-B	—	6	0.0%	Shares	Sole	2020-10-23
2020-09-30	$2,287	28	0.0%	Shares	Sole	2020-10-23
2020-06-30 LEN-B	—	6	0.0%	Shares	Sole	2020-07-16
2020-06-30	$1,725	28	—	Shares	Sole	2020-07-16
2020-03-31 LEN-B	—	6	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.