Summit Trail Advisors, LLC

Position in LEN — Lennar Corp /New/

CIK 1698478 NEW YORK, NY

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,821,405

+$1,535,228 QoQ

Shares Held

42,565

+59.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#231

of 949 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $14,687,938 across 6 Residential Construction names. LEN ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,764	$4,196,440
2	LEN	Lennar Corp /New/ This page	42,565	$3,821,405
3	PHM	Pultegroup Inc/Mi/	22,787	$3,126,604
4	TOL	Toll Brothers, Inc.	14,370	$2,367,457
5	NVR	Nvr Inc	91	$620,019
6	CVCO	Cavco Industries, Inc.	905	$556,013

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$1,510,110	17,023	+28.0%	Shares	Sole	2026-08-11
2026-06-30	$2,311,295	25,542	+90.0%	Shares	Sole	2026-08-11
2026-03-31 LEN-B	$1,119,048	13,303	+27.1%	Shares	Sole	2026-05-12
2026-03-31	$1,167,129	13,440	-14.9%	Shares	Sole	2026-05-12
2025-12-31 LEN-B	$995,811	10,469	+32.2%	Shares	Sole	2026-02-17
2025-12-31	$1,623,006	15,788	-14.5%	Shares	Sole	2026-02-17
2025-09-30 LEN-B	$950,440	7,921	—	Shares	Sole	2025-11-14
2025-09-30	$2,327,832	18,469	+45.3%	Shares	Sole	2025-11-14
2025-06-30	$1,405,631	12,708	+325.0%	Shares	Sole	2025-08-14
2024-09-30	$560,565	2,990	+36.7%	Shares	Sole	2024-11-12
2024-06-30	$327,765	2,187	+9.5%	Shares	Sole	2024-08-13
2024-03-31	$343,444	1,997	-14.0%	Shares	Sole	2024-04-23
2023-12-31	$346,219	2,323	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$264,750	2,359	+0.1%	Shares	Sole	2023-10-30
2023-06-30	$295,230	2,356	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.