Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,036,457
+$3,159,370 QoQ
Shares Held
138,605
+60.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 5.880740233036326.ToString("F0")%
Shared 64.92695068720464.ToString("F0")%
None 29.192309079759028.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Cerity Partners LLC holds $79,032,726 across 17 Residential Construction names. LEN ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
30,641 | $14,839,129 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
138,605 | $12,036,457 | |
| 3 | TOL |
Toll Brothers, Inc.
|
77,544 | $10,582,428 | |
| 4 | DHI |
Horton D R Inc /De/
|
54,567 | $7,487,682 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
57,707 | $6,786,919 | |
| 6 | SKY |
Champion Homes, Inc.
|
78,212 | $5,816,626 | |
| 7 | NVR |
Nvr Inc
|
540 | $3,558,507 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
56,474 | $3,289,044 |
All Filings in LEN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $11,427,088 | 86,560 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,462,137 | 96,215 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,944,625 | 82,330 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,148,143 | 96,994 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,189,575 | 15,176 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $377,105 | 3,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,371,131 | 11,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,238,527 | 12,172 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $840,870 | 9,598 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $543,139 | 7,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $546,866 | 8,005 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,851,393 | 74,467 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,580,998 | 76,310 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,148,598 | 67,800 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,440,150 | 66,962 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $215,185 | 2,916 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||