Position in LEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,349,391
+$606,339 QoQ
Shares Held
25,963
+29.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 949 holders
Holding Since
Mar 2020
26 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, 2026Swiss Life Asset Management Ltd holds $32,346,039 across 12 Residential Construction names. LEN ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
55,973 | $9,116,881 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
52,440 | $7,195,292 | |
| 3 | NVR |
Nvr Inc
|
766 | $5,219,064 | |
| 4 | MTH |
Meritage Homes CORP
|
31,883 | $2,673,389 | |
| 5 | LEN |
Lennar Corp /New/
This page
|
25,963 | $2,349,391 | |
| 6 | MHO |
M/I Homes, Inc.
|
11,021 | $1,772,066 | |
| 7 | IBP |
Installed Building Products, Inc.
|
5,871 | $1,349,390 | |
| 8 | TOL |
Toll Brothers, Inc.
|
8,155 | $1,343,536 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,349,391 | 25,963 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,743,052 | 20,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,762,300 | 17,143 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,665,874 | 37,019 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,138,055 | 46,452 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $2,077,517 | 18,100 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $1,689,078 | 12,386 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $1,505,651 | 8,031 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,667,603 | 11,127 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $2,571,273 | 14,951 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $6,916,946 | 46,410 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $3,816,941 | 34,010 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $2,290,917 | 18,282 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $2,254,715 | 21,451 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $4,964,196 | 54,853 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $3,978,507 | 53,367 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $3,542,403 | 50,197 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $4,074,492 | 50,197 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $8,055,697 | 69,350 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $10,469,862 | 111,762 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $8,683,588 | 87,404 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $10,283,041 | 101,581 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $8,041,048 | 105,484 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $8,488,352 | 103,922 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $5,922,605 | 96,115 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $5,500,001 | 143,979 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||