Empirical Finance, LLC

Position in LEN — Lennar Corp /New/

CIK 1572838 NEWTOWN SQUARE, PA

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$802,465

+$52,949 QoQ

Shares Held

8,868

+2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#443

of 949 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Empirical Finance, LLC holds $5,786,216 across 5 Residential Construction names. LEN ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	12,899	$1,769,871
2	DHI	Horton D R Inc /De/	10,739	$1,749,168
3	LEN	Lennar Corp /New/ This page	8,868	$802,465
4	NVR	Nvr Inc	111	$756,287
5	TOL	Toll Brothers, Inc.	4,300	$708,425

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,465	8,868	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$749,516	8,631	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$890,350	8,661	-4.2%	Shares	Sole	2026-02-12
2025-09-30	$1,139,527	9,041	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$991,176	8,961	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,022,919	8,912	+2.6%	Shares	Sole	2025-05-07
2024-12-31	$1,184,372	8,685	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$1,649,449	8,798	+1.7%	Shares	Sole	2024-11-06
2024-06-30	$1,296,225	8,649	-35.6%	Shares	Sole	2024-07-30
2024-03-31	$2,310,035	13,432	+2.6%	Shares	Sole	2024-05-06
2023-12-31	$1,951,976	13,097	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$1,465,499	13,058	+6.9%	Shares	Sole	2023-11-02
2023-06-30	$1,530,536	12,214	-7.0%	Shares	Sole	2023-07-27
2023-03-31	$1,379,989	13,129	+2.4%	Shares	Sole	2023-04-05
2022-12-31	$1,160,662	12,825	+4.8%	Shares	Sole	2023-02-21
2022-09-30	$912,566	12,241	+9.5%	Shares	Sole	2022-11-04
2022-06-30	$788,761	11,177	+10.3%	Shares	Sole	2022-08-01
2022-03-31	$822,414	10,132	+5.8%	Shares	Sole	2022-04-21
2021-12-31	$1,112,464	9,577	-23.8%	Shares	Sole	2022-02-04
2021-09-30	$1,177,651	12,571	+351.5%	Shares	Sole	2021-11-12
2021-06-30	$276,590	2,784	0.0%	Shares	Sole	2021-08-04
2021-03-31	$281,824	2,784	0.0%	Shares	Sole	2021-05-13
2020-12-31	$212,224	2,784	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.