Telos Capital Management, Inc.

Position in LEN — Lennar Corp /New/

CIK 1567889 SAN DIEGO, CA

Position in LEN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$206,679

-$26,368 QoQ

Shares Held

2,284

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#696

of 949 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Telos Capital Management, Inc. holds $747,277 across 2 Residential Construction names. LEN ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DHI	Horton D R Inc /De/	3,319	$540,598
2	LEN	Lennar Corp /New/ This page	2,284	$206,679

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,679	2,284	+0.7%	Shares	Sole	2026-07-22
2025-12-31	$233,047	2,267	-1.3%	Shares	Sole	2026-01-22
2025-09-30	$289,639	2,298	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$255,509	2,310	0.0%	Shares	Sole	2025-08-05
2025-03-31	$265,141	2,310	-4.3%	Shares	Sole	2025-04-30
2024-12-31	$329,060	2,413	-0.4%	Shares	Sole	2025-01-27
2024-09-30 LEN-B	—	1,300	-0.3%	Shares	Sole	2024-10-21
2024-09-30	$454,076	2,422	0.0%	Shares	Sole	2024-10-21
2024-06-30	$362,985	2,422	-0.1%	Shares	Sole	2024-08-01
2024-03-31 LEN-B	—	1,304	—	Shares	Sole	2024-04-25
2024-03-31	$416,879	2,424	-1.1%	Shares	Sole	2024-04-25
2023-12-31	$365,446	2,452	-1.3%	Shares	Sole	2024-01-31
2023-09-30	$278,891	2,485	0.0%	Shares	Sole	2023-11-01
2023-06-30	$311,395	2,485	-2.5%	Shares	Sole	2023-07-21
2023-03-31	$267,820	2,548	-3.2%	Shares	Sole	2023-04-27
2022-12-31	$238,105	2,631	+28.7%	Shares	Sole	2023-01-27
2021-12-31	$237,547	2,045	-4.7%	Shares	Sole	2022-01-21
2021-06-30	$213,105	2,145	+2.0%	Shares	Sole	2021-07-15
2021-03-31	$212,886	2,103	-25.8%	Shares	Sole	2021-04-28
2020-09-30	$231,399	2,833	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.