Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,721,812
+$3,573,762 QoQ
Shares Held
143,409
+31.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#123
of 949 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MAGNOLIA GROUP, LLC holds $20,420,953 across 2 Residential Construction names. LEN ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
143,409 | $12,721,812 | |
| 2 | NVR |
Nvr Inc
|
1,130 | $7,699,141 |
All Filings in LEN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $12,721,812 | 143,409 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 LEN-B | $9,148,050 | 108,750 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 LEN-B | $6,756,468 | 71,031 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||