New England Research & Management, Inc.

Position in LEN — Lennar Corp /New/

CIK 1596077 CHICAGO, IL

Position in LEN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$574,159

+$12,305 QoQ

Shares Held

6,345

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#497

of 949 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

New England Research & Management, Inc. holds $1,836,989 across 3 Residential Construction names. LEN ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP	9,784	$820,388
2	LEN	Lennar Corp /New/ This page	6,345	$574,159
3	IBP	Installed Building Products, Inc.	1,925	$442,442

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,159	6,345	-1.9%	Shares	Sole	2026-07-09
2026-03-31	$561,854	6,470	-4.1%	Shares	Sole	2026-05-07
2025-12-31	$693,386	6,745	-68.9%	Shares	Sole	2026-01-07
2025-09-30	$2,737,588	21,720	+80.3%	Shares	Sole	2025-10-06
2025-06-30	$1,332,297	12,045	-2.7%	Shares	Sole	2025-07-09
2025-03-31	$1,420,632	12,377	-3.5%	Shares	Sole	2025-04-16
2024-12-31	$1,749,217	12,827	+115.6%	Shares	Sole	2025-01-23
2024-09-30	$1,115,505	5,950	-57.7%	Shares	Sole	2024-10-07
2024-06-30	$2,105,673	14,050	+4.3%	Shares	Sole	2024-07-09
2024-03-31	$2,317,431	13,475	-19.1%	Shares	Sole	2024-04-16
2023-12-31	$2,481,516	16,650	-14.1%	Shares	Sole	2024-02-06
2023-09-30	$2,174,455	19,375	+87.7%	Shares	Sole	2023-10-10
2020-06-30	$636,226	10,325	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.