SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in LEN — Lennar Corp /New/
CIK 1638555
Boston, MA
Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
3 quarters on record
Derivatives in LEN
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$13,026,000
PutShares
150,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $35,248,000 across 1 Residential Construction name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
400,000 | $35,248,000 |
All Filings in LEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,026,000 | 150,000 | Put | Sole | 2026-05-15 | |
| 2024-12-31 | $6,545,757 | 48,000 | Put | Sole | 2025-02-14 | |
| 2021-12-31 | $20,344,731 | 175,144 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||