Metis Global Partners, LLC

Position in LEN — Lennar Corp /New/

CIK 1594916 San Diego, CA

Position in LEN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$466,837

-$57,416 QoQ

Shares Held

5,159

-14.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#541

of 949 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Metis Global Partners, LLC holds $3,181,092 across 4 Residential Construction names. LEN ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	10,044	$1,635,966
2	PHM	Pultegroup Inc/Mi/	4,631	$635,419
3	LEN	Lennar Corp /New/ This page	5,159	$466,837
4	NVR	Nvr Inc	65	$442,870

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,837	5,159	-14.5%	Shares	Sole	2026-08-10
2026-03-31	$524,253	6,037	-11.9%	Shares	Sole	2026-05-07
2025-12-31	$704,077	6,849	-11.5%	Shares	Sole	2026-02-11
2025-09-30	$975,045	7,736	-8.1%	Shares	Sole	2025-11-06
2025-06-30	$931,004	8,417	-24.9%	Shares	Sole	2025-08-06
2025-03-31	$1,285,880	11,203	+13.7%	Shares	Sole	2025-05-07
2024-12-31	$1,343,789	9,854	-4.4%	Shares	Sole	2025-02-05
2024-09-30	$1,931,606	10,303	-2.1%	Shares	Sole	2024-11-06
2024-06-30	$1,577,082	10,523	-1.5%	Shares	Sole	2024-08-06
2024-03-31	$1,836,402	10,678	-2.3%	Shares	Sole	2024-05-06
2023-12-31	$1,628,560	10,927	-8.9%	Shares	Sole	2024-02-06
2023-09-30	$1,346,086	11,994	+25.3%	Shares	Sole	2023-11-07
2023-06-30	$1,199,718	9,574	-9.8%	Shares	Sole	2023-08-07
2023-03-31	$1,116,268	10,620	+74.8%	Shares	Sole	2023-05-08
2022-12-31	$549,968	6,077	+35.5%	Shares	Sole	2023-02-07
2022-09-30	$334,356	4,485	+7.8%	Shares	Sole	2022-11-08
2022-06-30	$293,500	4,159	-3.3%	Shares	Sole	2022-08-08
2022-03-31	$349,274	4,303	+79.4%	Shares	Sole	2022-05-03
2021-12-31	$278,667	2,399	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.