Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,030,173
+$7,500,015 QoQ
Shares Held
88,741
+1353.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 952 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, 2026Gotham Asset Management, LLC holds $75,686,065 across 7 Residential Construction names. LEN ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
5,163 | $35,177,583 | |
| 2 | TOL |
Toll Brothers, Inc.
|
104,942 | $17,289,194 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
88,741 | $8,030,173 | |
| 4 | DHI |
Horton D R Inc /De/
|
45,703 | $7,444,104 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
32,561 | $4,467,694 | |
| 6 | SKY |
Champion Homes, Inc.
|
34,878 | $3,073,449 | |
| 7 | IBP |
Installed Building Products, Inc.
|
887 | $203,868 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,030,173 | 88,741 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $530,158 | 6,105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,259,300 | 12,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $683,767 | 5,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $602,382 | 5,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $631,519 | 5,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $709,260 | 5,201 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $971,708 | 5,183 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $705,288 | 4,706 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $815,013 | 4,739 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $707,194 | 4,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $466,988 | 4,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $525,675 | 4,195 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $455,126 | 4,330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $407,068 | 4,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $341,289 | 4,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $335,560 | 4,755 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $354,875 | 4,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $510,174 | 4,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $293,593 | 3,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $375,841 | 3,783 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $348,129 | 3,439 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $433,596 | 5,688 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $493,510 | 6,042 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $384,262 | 6,236 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $298,342 | 7,810 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||