Perigon Wealth Management, LLC

Position in LEN — Lennar Corp /New/

CIK 1575239 SAN FRANCISCO, CA

Position in LEN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$646,822

+$71,073 QoQ

Shares Held

7,148

+7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#476

of 949 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Consumer Cyclical · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,794,911 across 4 Residential Construction names. LEN ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	7,148	$646,822
2	DHI	Horton D R Inc /De/	3,608	$587,671
3	PHM	Pultegroup Inc/Mi/	2,221	$304,743
4	LGIH	LGI Homes, Inc.	4,015	$255,675

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,822	7,148	+7.8%	Shares	Sole	2026-08-07
2026-03-31	$575,749	6,630	+19.2%	Shares	Sole	2026-04-10
2025-12-31	$571,773	5,562	+17.1%	Shares	Sole	2026-01-16
2025-09-30	$598,437	4,748	+8.8%	Shares	Sole	2025-10-17
2025-06-30	$482,702	4,364	+3.8%	Shares	Sole	2025-07-16
2025-03-31	$482,535	4,204	-31.8%	Shares	Sole	2025-04-23
2024-12-31	$840,993	6,167	+126.5%	Shares	Sole	2025-01-22
2024-09-30	$510,508	2,723	-14.5%	Shares	Sole	2024-10-16
2024-06-30	$477,485	3,186	+3.8%	Shares	Sole	2024-08-02
2024-03-31	$527,806	3,069	-25.5%	Shares	Sole	2024-04-29
2023-12-31	$614,193	4,121	-4.6%	Shares	Sole	2024-01-29
2023-09-30	$484,945	4,321	+2.0%	Shares	Sole	2023-10-30
2023-06-30	$530,687	4,235	-16.2%	Shares	Sole	2023-08-02
2023-03-31	$531,120	5,053	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$466,346	5,153	+5.1%	Shares	Sole	2023-05-01
2022-09-30	$365,667	4,905	-12.9%	Shares	Sole	2022-12-13
2022-06-30	$397,379	5,631	+210.1%	Shares	Sole	2022-08-11
2021-12-31	$210,946	1,816	+50.6%	Shares	Sole	2022-02-11
2020-12-31	$91,933	1,206	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.