LYELL WEALTH MANAGEMENT, LP

Position in LEN — Lennar Corp /New/

CIK 1686444 MENLO PARK, CA

Position in LEN

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,978,264

-$5,111,993 QoQ

Shares Held

34,296

-56.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

LYELL WEALTH MANAGEMENT, LP holds $33,992,514 across 3 Residential Construction names. LEN ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	126,385	$17,342,549
2	TOL	Toll Brothers, Inc.	100,181	$13,671,701
3	LEN	Lennar Corp /New/ This page	34,296	$2,978,264

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,978,264	34,296	-56.4%	Shares	Sole	2026-05-07
2025-12-31	$8,090,257	78,699	-9.8%	Shares	Sole	2026-02-12
2025-09-30	$10,998,502	87,262	+3.7%	Shares	Sole	2025-11-06
2025-06-30	$9,311,592	84,184	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$9,559,452	83,285	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$10,978,374	83,161	+5.8%	Shares	Sole	2025-02-03
2024-09-30	$14,269,351	78,623	+3.7%	Shares	Sole	2024-10-23
2024-06-30	$11,002,751	75,838	+5.8%	Shares	Sole	2024-08-08
2024-03-31	$11,934,049	71,682	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$10,312,471	71,476	+2.8%	Shares	Sole	2024-02-02
2023-09-30	$7,553,305	69,523	-1.6%	Shares	Sole	2023-10-31
2023-06-30	$8,567,178	70,624	+1.8%	Shares	Sole	2023-08-04
2023-03-31	$7,056,515	69,350	+7.4%	Shares	Sole	2023-05-03
2022-12-31	$5,657,169	64,573	+10.1%	Shares	Sole	2023-01-24
2022-09-30	$4,233,614	58,663	+1.3%	Shares	Sole	2022-10-24
2022-06-30	$3,954,585	57,887	+40.8%	Shares	Sole	2022-07-28
2022-03-31	$3,231,243	41,122	+272.5%	Shares	Sole	2022-05-04
2021-12-31	$1,241,326	11,039	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.