Brevan Howard Capital Management LP

Position in LEN — Lennar Corp /New/

CIK 1512857 ST. HELIER, Y9

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$419,511

-$356,664 QoQ

Shares Held

4,636

-48.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#563

of 949 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Brevan Howard Capital Management LP holds $21,789,710 across 12 Residential Construction names. LEN ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	679	$4,626,298
2	SKY	Champion Homes, Inc.	48,451	$4,269,502
3	CVCO	Cavco Industries, Inc.	6,252	$3,841,103
4	DHI	Horton D R Inc /De/	19,019	$3,097,814
5	IBP	Installed Building Products, Inc.	8,955	$2,058,217
6	HOV	Hovnanian Enterprises Inc	10,812	$1,539,736
7	PHM	Pultegroup Inc/Mi/	4,828	$662,449
8	GRBK	Green Brick Partners, Inc.	6,180	$494,647

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,511	4,636	-48.1%	Shares	Defined	2026-08-14
2026-03-31	$776,175	8,938	-63.5%	Shares	Defined	2026-05-15
2025-12-31	$2,513,974	24,455	-59.1%	Shares	Defined	2026-02-17
2025-09-30	$7,527,991	59,727	+82.9%	Shares	Defined	2025-11-14
2025-06-30	$3,612,854	32,663	-50.9%	Shares	Defined	2025-08-14
2025-03-31	$7,628,851	66,465	+294.7%	Shares	Defined	2025-05-15
2024-12-31	$2,296,469	16,840	+37.8%	Shares	Defined	2025-02-14
2024-09-30	$2,290,818	12,219	+755.1%	Shares	Defined	2024-11-14
2024-06-30	$214,164	1,429	-58.7%	Shares	Defined	2024-08-14
2024-03-31	$594,363	3,456	-10.6%	Shares	Defined	2024-05-15
2023-12-31	$576,337	3,867	+45.5%	Shares	Defined	2024-02-14
2023-09-30	$298,195	2,657	—	Shares	Defined	2023-11-14
No filing history on record for this holder in this stock.