Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,575,376
+$3,538,919 QoQ
Shares Held
172,187
+24.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#111
of 952 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 9%
Shared 55%
None 36%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. LEN ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
|
167,143 | $4,688,360 |
All Filings in LEN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $290,258 | 3,272 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $15,285,118 | 168,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,036,457 | 138,605 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,877,087 | 86,353 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,151,641 | 88,477 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,101,900 | 91,329 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,832,973 | 85,668 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 LEN-B | — | 1,495 | Shares | Other | 2025-02-13 | |
| 2024-12-31 | $11,804,182 | 86,560 | Shares | Other | 2025-02-13 | |
| 2024-09-30 LEN-B | — | 2,451 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $18,038,387 | 96,215 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 LEN-B | — | 2,172 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $12,338,798 | 82,330 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 2,690 | Shares | Defined | 2024-05-14 | |
| 2024-03-31 | $16,681,031 | 96,994 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,261,831 | 15,176 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $389,550 | 3,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,416,379 | 11,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,279,399 | 12,172 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $868,618 | 9,598 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $561,062 | 7,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $564,912 | 8,005 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,044,489 | 74,467 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,864,171 | 76,310 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,351,502 | 67,800 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,652,675 | 66,962 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $222,286 | 2,916 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||