Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,682,161
+$61,981,712 QoQ
Shares Held
714,799
+2188.2% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#48
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)
Derivatives in LEN
reported options exposure · as of Jun 30, 2026CallValue
$47,742,524
CallShares
527,600
PutValue
$52,864,258
PutShares
584,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JANE STREET GROUP, LLC holds $198,080,630 across 12 Residential Construction names. LEN ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
586,039 | $95,454,031 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
714,799 | $64,682,161 | |
| 3 | NVR |
Nvr Inc
|
3,247 | $22,123,109 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
46,647 | $6,642,999 | |
| 5 | DFH |
Dream Finders Homes, Inc.
|
197,830 | $3,414,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
24,407 | $3,348,883 | |
| 7 | TOL |
Toll Brothers, Inc.
|
5,851 | $963,952 | |
| 8 | LEGH |
Legacy Housing Corp
|
29,001 | $761,855 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,864,258 | 584,200 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $64,682,161 | 714,799 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $47,742,524 | 527,600 | Call | Defined | 2026-08-14 | |
| 2026-03-31 LEN-B | $381,735 | 4,538 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $30,993,196 | 356,900 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $2,318,714 | 26,701 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $59,051,200 | 680,000 | Put | Defined | 2026-05-12 | |
| 2025-12-31 LEN-B | $2,983,343 | 31,364 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $153,270,482 | 1,490,958 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $25,700,000 | 250,000 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $26,327,080 | 256,100 | Put | Defined | 2026-02-12 | |
| 2025-09-30 LEN-B | $2,256,891 | 18,809 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $71,540,304 | 567,600 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $39,349,309 | 312,197 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $59,377,444 | 471,100 | Call | Defined | 2025-11-14 | |
| 2025-06-30 LEN-B | $1,136,173 | 10,795 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $4,192,119 | 37,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $23,902,821 | 216,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $21,272,182 | 192,317 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 LEN-B | $993,845 | 9,112 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $41,090,092 | 357,990 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $3,363,054 | 29,300 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $19,030,524 | 165,800 | Call | Defined | 2025-05-19 | |
| 2024-12-31 LEN-B | — | 6,778 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $50,729,619 | 372,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $5,209,331 | 38,200 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $41,298,955 | 302,845 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 LEN-B | — | 6,704 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $60,874,754 | 324,700 | Call | Defined | 2024-11-15 | |
| 2024-09-30 | $11,661,255 | 62,200 | Put | Defined | 2024-11-15 | |
| 2024-09-30 | $59,965,100 | 319,848 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 LEN-B | — | 7,833 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $79,953,853 | 533,488 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 LEN-B | — | 6,222 | Shares | Defined | 2024-05-16 | |
| 2024-03-31 | $30,726,297 | 178,662 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 LEN-B | — | 2,262 | Shares | Defined | 2024-02-15 | |
| 2023-12-31 | $19,578,936 | 131,367 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 LEN-B | — | 8,905 | Shares | Defined | 2023-11-15 | |
| 2023-09-30 | $10,582,948 | 94,297 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 LEN-B | — | 7,753 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $14,841,468 | 118,438 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 LEN-B | — | 3,398 | Shares | Defined | 2023-05-16 | |
| 2023-03-31 | $8,098,937 | 77,052 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 LEN-B | — | 3,003 | Shares | Defined | 2023-02-15 | |
| 2022-12-31 | $597,751 | 6,605 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 LEN-B | — | 3,425 | Shares | Defined | 2022-11-15 | |
| 2022-09-30 | $40,339,652 | 541,109 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 LEN-B | — | 10,886 | Shares | Defined | 2022-08-16 | |
| 2022-06-30 | $9,703,870 | 137,507 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 LEN-B | — | 3,318 | Shares | Defined | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||