USS Investment Management Ltd

Position in LEN — Lennar Corp /New/

CIK 1587381 London, X0

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,873,387

-$2,396,911 QoQ

Shares Held

31,981

-47.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#269

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

USS Investment Management Ltd holds $21,719,210 across 5 Residential Construction names. LEN ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	45,847	$7,467,559
2	PHM	Pultegroup Inc/Mi/	41,969	$5,758,566
3	NVR	Nvr Inc	673	$4,585,418
4	LEN	Lennar Corp /New/ This page	31,981	$2,873,387
5	IBP	Installed Building Products, Inc.	4,500	$1,034,280

All Filings in LEN

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$1,025,310	11,558	+23.0%	Shares	Sole	2026-08-11
2026-06-30	$1,848,077	20,423	-60.4%	Shares	Sole	2026-08-11
2026-03-31 LEN-B	$790,223	9,394	+20.9%	Shares	Sole	2026-04-24
2026-03-31	$4,480,075	51,590	+13.2%	Shares	Sole	2026-04-24
2025-12-31 LEN-B	$738,892	7,768	+4.8%	Shares	Sole	2026-02-13
2025-12-31	$4,685,418	45,578	+7.2%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$889,605	7,414	0.0%	Shares	Sole	2025-11-13
2025-09-30	$5,360,355	42,529	0.0%	Shares	Sole	2025-11-13
2025-06-30 LEN-B	$780,323	7,414	+12.6%	Shares	Sole	2025-08-14
2025-06-30	$4,704,132	42,529	0.0%	Shares	Sole	2025-08-14
2025-03-31 LEN-B	$718,116	6,584	+7.5%	Shares	Sole	2025-05-15
2025-03-31	$4,881,478	42,529	-21.6%	Shares	Sole	2025-05-15
2024-12-31 LEN-B	—	6,125	-76.1%	Shares	Sole	2025-02-14
2024-12-31	$7,400,524	54,268	-14.7%	Shares	Sole	2025-02-14
2024-09-30 LEN-B	—	25,618	+14.8%	Shares	Sole	2024-11-13
2024-09-30	$11,927,102	63,618	+0.1%	Shares	Sole	2024-11-13
2024-06-30 LEN-B	—	22,311	0.0%	Shares	Sole	2024-08-14
2024-06-30	$9,528,885	63,581	-0.2%	Shares	Sole	2024-08-14
2024-03-31 LEN-B	—	22,311	-20.9%	Shares	Sole	2024-05-15
2024-03-31	$10,954,612	63,697	-3.1%	Shares	Sole	2024-05-15
2023-12-31 LEN-B	—	28,213	0.0%	Shares	Sole	2024-02-14
2023-12-31	$9,798,634	65,745	-8.5%	Shares	Sole	2024-02-14
2023-09-30 LEN-B	—	28,213	+4.9%	Shares	Sole	2023-11-14
2023-09-30	$8,060,132	71,818	+2.2%	Shares	Sole	2023-11-14
2023-06-30 LEN-B	—	26,890	0.0%	Shares	Sole	2023-08-14
2023-06-30	$8,807,289	70,284	0.0%	Shares	Sole	2023-08-14
2023-03-31 LEN-B	—	26,890	0.0%	Shares	Sole	2023-05-15
2023-03-31	$7,387,552	70,284	-13.1%	Shares	Sole	2023-05-15
2022-12-31 LEN-B	—	26,890	0.0%	Shares	Sole	2023-02-13
2022-12-31	$7,315,747	80,837	+8.3%	Shares	Sole	2023-02-13
2022-09-30 LEN-B	—	26,890	+68.1%	Shares	Sole	2022-11-08
2022-09-30	$5,564,185	74,637	-8.0%	Shares	Sole	2022-11-08
2022-06-30 LEN-B	—	15,996	0.0%	Shares	Sole	2022-08-12
2022-06-30	$5,722,945	81,096	-5.1%	Shares	Sole	2022-08-12
2022-03-31 LEN-B	—	15,996	—	Shares	Sole	2022-07-18
2022-03-31	$6,939,064	85,488	+15.8%	Shares	Sole	2022-07-18
2021-12-31	$8,575,165	73,822	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,915,643	73,822	+74.5%	Shares	Sole	2021-11-15
2021-06-30	$4,202,207	42,297	0.0%	Shares	Sole	2021-08-10
2021-03-31	$4,281,724	42,297	0.0%	Shares	Sole	2021-05-12
2020-12-31	$3,224,301	42,297	-30.2%	Shares	Sole	2021-02-12
2020-09-30	$4,949,564	60,597	0.0%	Shares	Sole	2020-10-30
2020-06-30	$3,733,987	60,597	+118.0%	Shares	Sole	2020-08-11
2020-03-31	$1,061,960	27,800	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.