Twin Tree Management, LP

Position in LEN — Lennar Corp /New/

CIK 1535588 DALLAS, TX

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$517,964

+$517,617 QoQ

Shares Held

5,724

+143000.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#517

of 949 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Derivatives in LEN

reported options exposure · as of Jun 30, 2026

CallValue

$669,626

CallShares

7,400

PutValue

$533,891

PutShares

5,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Twin Tree Management, LP holds $1,831,345 across 3 Residential Construction names. LEN ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	8,103	$1,111,812
2	LEN	Lennar Corp /New/ This page	5,724	$517,964
3	IBP	Installed Building Products, Inc.	877	$201,569

All Filings in LEN

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49 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,964	5,724	+143000.0%	Shares	Sole	2026-08-12
2026-06-30	$669,626	7,400	-46.4%	Call	Sole	2026-08-12
2026-06-30	$533,891	5,900	-95.4%	Put	Sole	2026-08-12
2026-03-31	$1,198,392	13,800	-86.0%	Call	Sole	2026-05-14
2026-03-31	$347	4	-100.0%	Shares	Sole	2026-05-14
2025-12-31	$10,105,240	98,300	+48.9%	Call	Sole	2026-02-11
2025-09-30	$6,750,576	53,559	+212.2%	Shares	Sole	2025-11-13
2025-09-30	$16,145,724	128,100	-29.0%	Put	Sole	2025-11-13
2025-09-30	$8,318,640	66,000	-49.1%	Call	Sole	2025-11-13
2025-06-30	$14,346,117	129,700	-10.2%	Call	Sole	2025-07-28
2025-06-30	$1,897,403	17,154	-82.0%	Shares	Sole	2025-07-28
2025-06-30	$19,942,983	180,300	+280.4%	Put	Sole	2025-07-28
2025-03-31	$16,574,232	144,400	+145.2%	Call	Sole	2025-05-15
2025-03-31	$5,440,572	47,400	-37.9%	Put	Sole	2025-05-15
2024-12-31 LEN-B	—	63	+800.0%	Shares	Sole	2025-02-10
2024-12-31	$10,405,026	76,300	-33.2%	Put	Sole	2025-02-10
2024-12-31	$8,032,189	58,900	-90.1%	Call	Sole	2025-02-10
2024-09-30	$17,827,472	95,090	+1100.3%	Shares	Sole	2024-11-13
2024-09-30	$21,410,215	114,200	+66.7%	Put	Sole	2024-11-13
2024-06-30	$1,187,270	7,922	-95.2%	Shares	Sole	2024-08-13
2024-03-31	$11,780,632	68,500	-86.6%	Put	Sole	2024-05-09
2024-03-31	$28,145,737	163,657	-27.0%	Shares	Sole	2024-05-09
2023-12-31	$33,415,960	224,208	+1108.5%	Shares	Sole	2024-02-14
2023-09-30	$2,082,202	18,553	-94.6%	Shares	Sole	2023-11-14
2023-06-30	$42,752,022	341,170	+276.8%	Shares	Sole	2023-08-11
2023-03-31	$9,516,871	90,542	-60.6%	Shares	Sole	2023-05-10
2022-06-30	$16,205,909	229,643	+50.6%	Shares	Sole	2022-08-11
2022-03-31	$12,375,103	152,459	+22.8%	Shares	Sole	2022-05-11
2022-03-31	$48,288,057	594,900	+21.7%	Call	Sole	2022-05-11
2022-03-31	$41,502,241	511,300	+20.3%	Put	Sole	2022-05-11
2021-12-31	$56,802,251	489,000	-4.2%	Call	Sole	2022-02-10
2021-12-31	$49,379,626	425,100	-19.4%	Put	Sole	2022-02-10
2021-09-30	$49,388,085	527,200	-34.0%	Put	Sole	2021-11-12
2021-09-30	$11,634,023	124,189	+354.3%	Shares	Sole	2021-11-12
2021-09-30	$47,804,894	510,300	-37.8%	Call	Sole	2021-11-12
2021-06-30	$79,321,051	798,400	+90.3%	Put	Sole	2021-08-12
2021-06-30	$81,486,881	820,200	+139.8%	Call	Sole	2021-08-12
2021-06-30	$2,716,030	27,338	—	Shares	Sole	2021-08-12
2021-03-31	$42,465,972	419,500	+101.6%	Put	Sole	2021-05-17
2021-03-31	$34,620,650	342,000	-54.6%	Call	Sole	2021-05-17
2020-12-31	$15,863,468	208,100	+446.2%	Put	Sole	2021-02-12
2020-12-31	$57,477,441	754,000	+1060.0%	Call	Sole	2021-02-12
2020-09-30	$5,309,202	65,000	-70.5%	Call	Sole	2020-11-13
2020-09-30	$3,112,009	38,100	-85.6%	Put	Sole	2020-11-13
2020-06-30 LEN-B	—	7	—	Shares	Sole	2020-08-12
2020-06-30	$16,310,813	264,700	+31.6%	Put	Sole	2020-08-12
2020-06-30	$13,599,533	220,700	+4.1%	Call	Sole	2020-08-12
2020-03-31	$8,098,406	212,000	—	Call	Sole	2020-05-13
2020-03-31	$7,682,026	201,100	—	Put	Sole	2020-05-13
No filing history on record for this holder in this stock.