Paragon Capital Management Ltd

Position in LEN — Lennar Corp /New/

CIK 1569765 DENVER, CO

Position in LEN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$213,284

-$66,098 QoQ

Shares Held

2,357

-14.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#691

of 949 holders

Holding Since

Jun 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Paragon Capital Management Ltd holds $977,699 across 4 Residential Construction names. LEN ranks #4 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	1,713	$282,216
2	MTH	Meritage Homes CORP	3,198	$268,152
3	PHM	Pultegroup Inc/Mi/	1,560	$214,047
4	LEN	Lennar Corp /New/ This page	2,357	$213,284

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,284	2,357	-11.3%	Shares	Sole	2026-07-29
2023-03-31	$279,382	2,658	-0.4%	Shares	Sole	2023-04-13
2022-12-31	$241,634	2,670	+34.7%	Shares	Sole	2023-01-17
2021-12-31	$230,229	1,982	-42.8%	Shares	Sole	2022-01-27
2020-06-30	$213,574	3,466	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.