Position in LEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,305,157
+$466,520 QoQ
Shares Held
58,627
+5.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#197
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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $42,977,326 across 15 Residential Construction names. LEN ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
72,349 | $11,784,205 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
54,931 | $7,537,082 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
58,627 | $5,305,157 | |
| 4 | NVR |
Nvr Inc
|
757 | $5,157,743 | |
| 5 | TOL |
Toll Brothers, Inc.
|
26,132 | $4,305,247 | |
| 6 | MTH |
Meritage Homes CORP
|
17,945 | $1,504,688 | |
| 7 | IBP |
Installed Building Products, Inc.
|
6,318 | $1,452,129 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
2,088 | $1,282,825 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,305,157 | 58,627 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,838,637 | 55,719 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,010,304 | 58,466 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,471,148 | 67,210 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,506,437 | 67,864 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,928,658 | 69,077 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,459,028 | 69,363 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,982,614 | 69,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,087,900 | 67,311 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,832,914 | 68,804 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,246,798 | 68,752 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,732,084 | 68,895 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,678,596 | 69,257 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,785,289 | 74,068 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,531,927 | 72,176 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,293,717 | 71,009 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,147,941 | 72,948 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,142,299 | 75,672 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,687,608 | 74,790 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,249,800 | 77,389 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,708,070 | 77,585 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,029,865 | 79,323 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,002,886 | 78,747 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,825,346 | 83,562 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,945,775 | 64,034 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,689,244 | 122,755 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||