Diversified Trust Co

Bank

Position in LEN — Lennar Corp /New/

CIK 1479844 MEMPHIS, TN

Position in LEN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$275,089

-$21,295 QoQ

Shares Held

3,040

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#640

of 949 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Consumer Cyclical · as of Jun 30, 2026

Diversified Trust Co holds $3,777,896 across 4 Residential Construction names. LEN ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	11,576	$2,660,627
2	DHI	Horton D R Inc /De/	3,105	$505,742
3	PHM	Pultegroup Inc/Mi/	2,452	$336,438
4	LEN	Lennar Corp /New/ This page	3,040	$275,089

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,089	3,040	-10.9%	Shares	Sole	2026-07-17
2026-03-31	$296,384	3,413	-3.0%	Shares	Sole	2026-04-16
2025-12-31	$361,547	3,517	+9.0%	Shares	Sole	2026-01-09
2025-09-30	$406,605	3,226	+8.3%	Shares	Sole	2025-10-20
2025-06-30	$329,396	2,978	-2.0%	Shares	Sole	2025-07-11
2025-03-31	$348,701	3,038	-53.7%	Shares	Sole	2025-04-24
2024-12-31	$894,586	6,560	-5.7%	Shares	Sole	2025-01-07
2024-09-30 LEN-B	—	1,359	-47.9%	Shares	Sole	2024-10-07
2024-09-30	$1,303,547	6,953	-52.5%	Shares	Sole	2024-10-07
2024-06-30 LEN-B	—	2,607	+0.0%	Shares	Sole	2024-07-16
2024-06-30	$2,193,946	14,639	+105.1%	Shares	Sole	2024-07-16
2024-03-31 LEN-B	—	2,606	+0.0%	Shares	Sole	2024-04-18
2024-03-31	$1,227,592	7,138	-20.9%	Shares	Sole	2024-04-18
2023-12-31 LEN-B	—	2,605	+15.0%	Shares	Sole	2024-01-08
2023-12-31	$1,344,340	9,020	+11.2%	Shares	Sole	2024-01-08
2023-09-30 LEN-B	—	2,266	-34.7%	Shares	Sole	2023-11-17
2023-09-30	$909,959	8,108	+10.2%	Shares	Sole	2023-11-17
2023-06-30	$922,156	7,359	+11.4%	Shares	Sole	2023-07-18
2023-03-31	$694,566	6,608	+57.3%	Shares	Sole	2023-04-07
2022-06-30 LEN-B	—	3,470	0.0%	Shares	Sole	2022-07-12
2022-06-30	$296,535	4,202	-35.2%	Shares	Sole	2022-07-12
2022-03-31 LEN-B	—	3,470	—	Shares	Sole	2022-04-07
2022-03-31	$526,631	6,488	+58.9%	Shares	Sole	2022-04-07
2021-12-31	$474,281	4,083	+25.1%	Shares	Sole	2022-01-13
2021-09-30	$305,677	3,263	-0.6%	Shares	Sole	2022-01-13
2021-06-30	$326,066	3,282	-8.2%	Shares	Sole	2021-07-20
2021-03-31	$361,795	3,574	-8.9%	Shares	Sole	2021-05-10
2020-09-30	$320,594	3,925	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.