Edgestream Partners, L.P.

Position in LEN — Lennar Corp /New/

CIK 1535061 Princeton, NJ

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,295,675

+$7,018,916 QoQ

Shares Held

81,584

+2459.9% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#168

of 949 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $55,397,824 across 7 Residential Construction names. LEN ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	89,274	$14,707,891
2	PHM	Pultegroup Inc/Mi/	86,328	$11,845,064
3	NVR	Nvr Inc	1,417	$9,654,587
4	LEN	Lennar Corp /New/ This page	81,584	$7,295,675
5	MHO	M/I Homes, Inc.	44,743	$7,194,226
6	DHI	Horton D R Inc /De/	23,366	$3,805,854
7	GRBK	Green Brick Partners, Inc.	11,176	$894,527

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$4,328,870	48,798	+895.3%	Shares	Sole	2026-08-11
2026-06-30	$2,966,805	32,786	+928.7%	Shares	Sole	2026-08-11
2026-03-31	$276,759	3,187	+30.7%	Shares	Sole	2026-05-18
2025-12-31 LEN-B	$466,373	4,903	—	Shares	Sole	2026-02-13
2025-12-31	$250,626	2,438	-85.9%	Shares	Sole	2026-02-13
2025-03-31	$1,983,054	17,277	-57.6%	Shares	Sole	2025-05-02
2024-12-31	$5,556,257	40,744	+2402.7%	Shares	Sole	2025-02-07
2024-03-31	$279,983	1,628	-42.6%	Shares	Sole	2024-05-10
2023-09-30	$318,171	2,835	-71.3%	Shares	Sole	2023-11-15
2022-06-30	$696,737	9,873	-71.0%	Shares	Sole	2022-08-12
2022-03-31	$2,761,972	34,027	+289.7%	Shares	Sole	2022-05-13
2021-09-30	$817,919	8,731	-83.0%	Shares	Sole	2021-11-15
2021-06-30	$5,100,132	51,335	+379.9%	Shares	Sole	2021-08-10
2021-03-31	$1,082,755	10,696	-73.5%	Shares	Sole	2021-05-06
2020-12-31	$3,078,397	40,383	-30.9%	Shares	Sole	2021-02-11
2020-09-30	$4,771,339	58,415	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.