Polianta Ltd

Position in LEN — Lennar Corp /New/

CIK 1695214 ST HELIER, Y9

Position in LEN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,791,702

+$393,578 QoQ

Shares Held

19,800

+23.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#310

of 949 holders

Holding Since

Sep 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Polianta Ltd holds $5,854,501 across 3 Residential Construction names. LEN ranks #3 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	12,500	$2,059,375
2	DHI	Horton D R Inc /De/	12,300	$2,003,424
3	LEN	Lennar Corp /New/ This page	19,800	$1,791,702

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,791,702	19,800	+23.0%	Shares	Sole	2026-07-08
2026-03-31	$1,398,124	16,100	+143.9%	Shares	Sole	2026-04-16
2024-12-31	$900,041	6,600	-8.3%	Shares	Sole	2025-01-16
2024-03-31	$1,238,256	7,200	-21.7%	Shares	Sole	2024-04-10
2023-09-30	$1,032,515	9,200	-22.0%	Shares	Sole	2023-10-12
2022-03-31	$957,806	11,800	-9.2%	Shares	Sole	2022-04-20
2021-06-30	$1,291,550	13,000	-15.0%	Shares	Sole	2021-07-06
2020-09-30	$1,249,704	15,300	—	Shares	Sole	2020-10-07
No filing history on record for this holder in this stock.