National Pension Service

Pension

Position in LEN — Lennar Corp /New/

CIK 1608046 JEONJU-SI, JEOLLABUK-DO, M5

Position in LEN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$31,591,176

-$14,196,663 QoQ

Shares Held

363,786

-18.3% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

National Pension Service holds $168,898,760 across 4 Residential Construction names. LEN ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	538,419	$73,881,855
2	PHM	Pultegroup Inc/Mi/	486,171	$57,178,571
3	LEN	Lennar Corp /New/ This page	363,786	$31,591,176
4	NVR	Nvr Inc	948	$6,247,158

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,591,176	363,786	-18.3%	Shares	Sole	2026-05-12
2025-12-31	$45,787,839	445,407	+4.7%	Shares	Sole	2026-02-10
2025-09-30	$53,633,675	425,529	+5.4%	Shares	Sole	2025-11-04
2025-06-30	$44,669,737	403,849	-4.1%	Shares	Sole	2025-08-08
2025-03-31	$48,336,153	421,120	+15.2%	Shares	Sole	2025-05-13
2024-12-31	$48,257,270	365,548	-4.0%	Shares	Sole	2025-02-05
2024-09-30	$69,080,480	380,628	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$55,505,441	382,579	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$63,652,425	382,329	-3.9%	Shares	Sole	2024-05-14
2023-12-31	$57,405,648	397,880	0.0%	Shares	Sole	2024-02-07
2023-09-30	$43,227,553	397,880	-1.5%	Shares	Sole	2023-11-15
2023-06-30	$49,003,620	403,964	+2.8%	Shares	Sole	2023-08-16
2023-03-31	$39,983,832	392,953	-8.8%	Shares	Sole	2023-05-12
2022-12-31	$37,749,536	430,887	-5.0%	Shares	Sole	2023-02-24
2022-09-30	$32,722,595	453,420	-3.0%	Shares	Sole	2023-02-24
2022-06-30	$31,933,649	467,443	+2.1%	Shares	Sole	2022-08-17
2022-03-31	$35,972,629	457,801	+2.9%	Shares	Sole	2022-05-13
2021-12-31	$50,006,159	444,700	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$40,270,693	444,061	-4.2%	Shares	Sole	2021-11-18
2021-06-30	$44,563,819	463,356	+2.1%	Shares	Sole	2021-08-17
2021-03-31	$44,452,108	453,611	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$33,153,937	449,272	+1.9%	Shares	Sole	2021-02-19
2020-09-30	$34,853,020	440,783	0.0%	Shares	Sole	2020-11-13
2020-06-30	$26,293,367	440,783	-0.8%	Shares	Sole	2020-08-11
2020-03-31	$16,424,903	444,160	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.