Position in LEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,709,596
+$1,140,375 QoQ
Shares Held
151,504
+4.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#119
of 949 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Atria Investments, Inc holds $27,132,870 across 11 Residential Construction names. LEN ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
151,504 | $13,709,596 | |
| 2 | DHI |
Horton D R Inc /De/
|
28,198 | $4,592,890 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
13,322 | $1,827,911 | |
| 4 | NVR |
Nvr Inc
|
260 | $1,771,483 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
19,201 | $1,377,479 | |
| 6 | IBP |
Installed Building Products, Inc.
|
5,382 | $1,236,998 | |
| 7 | TOL |
Toll Brothers, Inc.
|
4,345 | $715,838 | |
| 8 | SKY |
Champion Homes, Inc.
|
7,805 | $687,776 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,709,596 | 151,504 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,569,221 | 144,740 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,125,324 | 108,223 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,965,862 | 110,805 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,737,515 | 115,157 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,850,194 | 111,955 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,381,845 | 90,796 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,379,770 | 92,702 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $15,427,319 | 102,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,342,639 | 100,841 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $17,556,017 | 117,794 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,067,640 | 107,526 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,197,453 | 89,358 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,865,942 | 93,863 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,949,634 | 98,891 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,340,412 | 98,463 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,940,066 | 98,343 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,797,525 | 34,465 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,858,255 | 33,215 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,429,002 | 47,278 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,880,057 | 28,989 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,275,852 | 22,482 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,674,773 | 21,970 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,179,059 | 26,678 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,684,752 | 27,341 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||