HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

Pension

Position in LEN — Lennar Corp /New/

CIK 1535845 TORONTO, A6

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$60,218,742

+$47,687,609 QoQ

Shares Held

668,129

+349.8% QoQ

Ownership

0.277%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#52

of 949 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, 2026

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $96,338,553 across 10 Residential Construction names. LEN ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	668,129	$60,218,742
2	CVCO	Cavco Industries, Inc.	25,200	$15,482,376
3	IBP	Installed Building Products, Inc.	27,000	$6,205,680
4	MHO	M/I Homes, Inc.	29,435	$4,732,853
5	KBH	Kb Home	52,535	$3,288,165
6	DHI	Horton D R Inc /De/	16,488	$2,685,565
7	PHM	Pultegroup Inc/Mi/	11,909	$1,634,033
8	NVR	Nvr Inc	169	$1,151,464

All Filings in LEN

Export CSV

40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$11,973,366	134,972	0.0%	Shares	Sole	2026-08-13
2026-06-30	$48,245,376	533,157	+3832.7%	Shares	Sole	2026-08-13
2026-03-31 LEN-B	$11,353,844	134,972	0.0%	Shares	Sole	2026-05-14
2026-03-31	$1,177,289	13,557	+59.0%	Shares	Sole	2026-05-14
2025-12-31 LEN-B	$12,838,536	134,972	0.0%	Shares	Sole	2026-02-13
2025-12-31	$876,781	8,529	-95.7%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$16,195,290	134,972	0.0%	Shares	Sole	2025-11-13
2025-09-30	$25,083,220	199,010	+2048.7%	Shares	Sole	2025-11-13
2025-06-30 LEN-B	$14,205,803	134,972	0.0%	Shares	Sole	2025-08-13
2025-06-30	$1,024,469	9,262	+232.7%	Shares	Sole	2025-08-13
2025-03-31 LEN-B	$14,721,396	134,972	-0.0%	Shares	Sole	2025-05-14
2025-03-31	$319,547	2,784	+54.0%	Shares	Sole	2025-05-14
2024-12-31 LEN-B	—	134,973	-5.4%	Shares	Sole	2025-02-14
2024-09-30 LEN-B	—	142,673	0.0%	Shares	Sole	2024-11-13
2024-09-30	$338,963	1,808	-96.2%	Shares	Sole	2024-11-13
2024-06-30 LEN-B	—	142,673	-13.1%	Shares	Sole	2024-09-20
2024-03-31 LEN-B	—	164,097	-19.8%	Shares	Sole	2024-05-13
2023-12-31 LEN-B	—	204,680	0.0%	Shares	Sole	2024-03-21
2023-09-30 LEN-B	—	204,680	-1.2%	Shares	Sole	2023-11-13
2023-09-30	$5,407,127	48,179	+4541.5%	Shares	Sole	2023-11-13
2023-06-30 LEN-B	—	207,130	-1.5%	Shares	Sole	2023-08-11
2023-03-31 LEN-B	—	210,319	+0.1%	Shares	Sole	2023-05-12
2023-03-31	$109,104	1,038	-61.2%	Shares	Sole	2023-05-12
2022-12-31 LEN-B	—	210,077	-9.3%	Shares	Sole	2023-02-13
2022-09-30 LEN-B	—	231,587	-21.0%	Shares	Sole	2022-11-14
2022-09-30	$199,272	2,673	-85.2%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	293,332	+0.4%	Shares	Sole	2022-08-11
2022-06-30	$1,270,542	18,004	+61.6%	Shares	Sole	2022-08-11
2022-03-31 LEN-B	—	292,153	+17.4%	Shares	Sole	2022-05-12
2022-03-31	$904,558	11,144	-95.6%	Shares	Sole	2022-05-12
2021-12-31 LEN-B	—	248,753	-7.2%	Shares	Sole	2022-02-11
2021-12-31	$29,244,912	251,764	+15754.2%	Shares	Sole	2022-02-11
2021-09-30 LEN-B	—	268,085	-0.7%	Shares	Sole	2021-11-10
2021-06-30 LEN-B	—	269,918	+1.0%	Shares	Sole	2021-08-12
2021-03-31 LEN-B	—	267,268	-0.1%	Shares	Sole	2021-05-13
2020-12-31 LEN-B	—	267,605	-11.5%	Shares	Sole	2021-03-01
2020-09-30 LEN-B	—	302,419	0.0%	Shares	Sole	2021-03-01
2020-09-30	$129,707	1,588	—	Shares	Sole	2021-03-01
2020-06-30 LEN-B	—	302,419	0.0%	Shares	Sole	2021-03-01
2020-03-31 LEN-B	—	302,419	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.