Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,677,820
+$430,700 QoQ
Shares Held
118,000
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
3.98%
of 13F equity value
Holder Rank
#135
of 949 holders
Holding Since
Mar 2025
6 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, 2026Oakcliff Capital Partners, LP holds $10,677,820 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
|
118,000 | $10,677,820 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,677,820 | 118,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,247,120 | 118,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,130,400 | 118,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,872,720 | 118,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,051,980 | 118,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,937,120 | 104,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||