Sagewood Asset Management LP

Position in LEN — Lennar Corp /New/

CIK 1693636 NEW YORK, NY

Position in LEN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$271,198

+$67,472 QoQ

Shares Held

2,997

+27.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#644

of 949 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sagewood Asset Management LP holds $784,771 across 3 Residential Construction names. LEN ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	2,997	$271,198
2	TOL	Toll Brothers, Inc.	1,644	$270,849
3	PHM	Pultegroup Inc/Mi/	1,769	$242,724

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,198	2,997	+27.7%	Shares	Sole	2026-07-29
2026-03-31	$203,726	2,346	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.