Valeo Financial Advisors, LLC

Position in LEN — Lennar Corp /New/

CIK 1722641 CARMEL, IN

Back to LEN Full portfolio

Position in LEN

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

Position Value

$790,611

+$142,525 QoQ

Shares Held

8,737

+17.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#445

of 949 holders

Holding Since

Mar 2020

26 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, 2026

Valeo Financial Advisors, LLC holds $1,850,112 across 4 Residential Construction names. LEN ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	8,737	$790,611
2	DHI	Horton D R Inc /De/	2,635	$429,188
3	TOL	Toll Brothers, Inc.	2,213	$364,591
4	NVR	Nvr Inc	39	$265,722

All Filings in LEN

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,611	8,737	+17.1%	Shares	Sole	2026-07-08
2026-03-31	$648,086	7,463	-22.1%	Shares	Sole	2026-05-08
2025-12-31	$985,235	9,584	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$1,222,209	9,697	+0.3%	Shares	Sole	2025-11-03
2025-06-30	$1,069,377	9,668	+9.4%	Shares	Sole	2025-09-12
2025-03-31	$1,014,769	8,841	+1.1%	Shares	Sole	2025-04-30
2024-12-31	$1,192,691	8,746	-3.2%	Shares	Sole	2025-01-30
2024-09-30	$1,694,444	9,038	+0.6%	Shares	Sole	2024-10-10
2024-06-30	$1,346,881	8,987	-1.6%	Shares	Sole	2024-07-10
2024-03-31	$1,570,693	9,133	-2.2%	Shares	Sole	2024-04-25
2023-12-31	$1,392,480	9,343	-1.7%	Shares	Sole	2024-01-29
2023-09-30	$1,066,184	9,500	+0.0%	Shares	Sole	2023-10-20
2023-06-30	$1,189,944	9,496	+3.9%	Shares	Sole	2023-07-14
2023-03-31	$960,705	9,140	+4.6%	Shares	Sole	2023-04-17
2022-12-31	$790,788	8,738	+15.3%	Shares	Sole	2023-02-09
2022-09-30	$564,790	7,576	+11.0%	Shares	Sole	2022-10-31
2022-06-30	$481,710	6,826	+6.4%	Shares	Sole	2022-08-03
2022-03-31	$520,543	6,413	+5.7%	Shares	Sole	2022-04-28
2021-12-31	$704,859	6,068	-19.5%	Shares	Sole	2022-01-07
2021-09-30	$706,253	7,539	-3.8%	Shares	Sole	2021-11-02
2021-06-30	$778,308	7,834	-6.2%	Shares	Sole	2021-07-22
2021-03-31 LEN-B	—	16	0.0%	Shares	Sole	2021-04-12
2021-03-31	$845,270	8,350	-35.5%	Shares	Sole	2021-04-12
2020-12-31 LEN-B	—	16	0.0%	Shares	Sole	2021-02-11
2020-12-31	$986,187	12,937	-2.9%	Shares	Sole	2021-02-11
2020-09-30 LEN-B	—	16	0.0%	Shares	Sole	2020-10-28
2020-09-30	$1,088,794	13,330	-11.7%	Shares	Sole	2020-10-28
2020-06-30 LEN-B	—	16	0.0%	Shares	Sole	2020-07-20
2020-06-30	$929,845	15,090	-39.1%	Shares	Sole	2020-07-20
2020-03-31 LEN-B	—	16	—	Shares	Sole	2020-04-13
2020-03-31	$945,832	24,760	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.