FINANCIAL CONSULATE, INC

Position in LEN — Lennar Corp /New/

CIK 1624510 HUNT VALLEY, MD

Position in LEN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$121,256

+$4,544 QoQ

Shares Held

1,340

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#724

of 949 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $135,248 across 6 Residential Construction names. LEN ranks #1 (89.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	1,340	$121,256
2	PHM	Pultegroup Inc/Mi/	60	$8,232
3	DHI	Horton D R Inc /De/	22	$3,583
4	LGIH	LGI Homes, Inc.	12	$764
5	MTH	Meritage Homes CORP	9	$754
6	TOL	Toll Brothers, Inc.	4	$659

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,256	1,340	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$116,712	1,344	+4.8%	Shares	Sole	2026-04-21
2025-12-31	$131,789	1,282	+1.3%	Shares	Sole	2026-01-22
2025-09-30	$159,566	1,266	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.