Position in LEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,502,095
+$4,837,288 QoQ
Shares Held
63,359
+879.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $27,119,396 across 20 Residential Construction names. LEN ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
59,021 | $8,054,595 | |
| 2 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
63,359 | $5,502,095 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
42,562 | $1,988,922 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
27,997 | $1,630,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
12,273 | $1,443,427 | |
| 7 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 |
All Filings in LEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,502,095 | 63,359 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $664,807 | 6,467 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $936,729 | 7,432 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $852,913 | 7,711 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $513,410 | 4,473 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $766,734 | 5,808 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,287,132 | 7,092 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,051,556 | 7,248 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $869,889 | 5,225 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $656,324 | 4,549 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $427,082 | 3,931 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $400,191 | 3,299 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $273,408 | 2,687 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $213,327 | 2,435 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $178,977 | 2,480 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $124,402 | 1,821 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $114,408 | 1,456 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $84,336 | 750 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $7,309 | 76 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,447 | 76 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $5,608 | 76 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,009 | 76 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $4,533 | 76 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,810 | 76 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||