Mengis Capital Management, Inc.

Position in LEN — Lennar Corp /New/

CIK 1609674 PORTLAND, OR

Position in LEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,111,398

+$47,174 QoQ

Shares Held

12,282

+0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#392

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Cyclical · as of Jun 30, 2026

Mengis Capital Management, Inc. holds $1,111,398 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LEN	Lennar Corp /New/ This page	12,282	$1,111,398

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,398	12,282	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$1,064,224	12,255	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$1,277,187	12,424	0.0%	Shares	Sole	2026-03-05
2025-09-30	$1,565,920	12,424	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,373,997	12,422	-3.0%	Shares	Sole	2025-07-24
2025-03-31	$1,470,446	12,811	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,746,899	12,810	+0.0%	Shares	Sole	2025-02-04
2024-09-30	$2,401,431	12,809	-1.5%	Shares	Sole	2024-11-05
2024-06-30	$1,949,509	13,008	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$2,238,664	13,017	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$1,961,515	13,161	-2.3%	Shares	Sole	2024-02-01
2023-09-30	$1,511,737	13,470	-6.4%	Shares	Sole	2023-11-09
2023-06-30	$1,803,211	14,390	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$1,523,990	14,499	-2.8%	Shares	Sole	2023-05-05
2022-12-31	$1,350,078	14,918	+0.0%	Shares	Sole	2023-02-01
2022-09-30	$1,112,061	14,917	-8.9%	Shares	Sole	2022-11-04
2022-06-30	$1,155,231	16,370	+0.0%	Shares	Sole	2022-07-19
2022-03-31	$1,328,672	16,369	-0.6%	Shares	Sole	2022-05-02
2021-12-31	$1,912,923	16,468	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$1,547,312	16,517	+0.6%	Shares	Sole	2021-11-03
2021-06-30	$1,631,029	16,417	-8.1%	Shares	Sole	2021-08-16
2021-03-31	$1,808,574	17,866	-1.9%	Shares	Sole	2021-05-07
2020-12-31	$1,388,606	18,216	-21.9%	Shares	Sole	2021-02-03
2020-09-30	$1,904,369	23,315	-2.9%	Shares	Sole	2020-10-29
2020-06-30	$1,478,879	24,000	-0.2%	Shares	Sole	2020-07-22
2020-03-31	$918,710	24,050	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.