Position in LEN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$213,284
+$119,650 QoQ
Shares Held
2,357
+117.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#690
of 949 holders
Holding Since
Mar 2020
18 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, 2026Versant Capital Management, Inc holds $3,036,325 across 17 Residential Construction names. LEN ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMHC |
Taylor Morrison Home Corp
|
13,244 | $950,124 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
4,139 | $567,912 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,452 | $239,217 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
2,357 | $213,284 | |
| 5 | DHI |
Horton D R Inc /De/
|
1,218 | $198,387 | |
| 6 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 7 | LGIH |
LGI Homes, Inc.
|
2,314 | $147,355 | |
| 8 | MTH |
Meritage Homes CORP
|
1,351 | $113,281 |
All Filings in LEN
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,284 | 2,357 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 LEN-B | $12,786 | 152 | Shares | Sole | 2026-04-07 | |
| 2026-03-31 | $80,848 | 931 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 LEN-B | $90,364 | 950 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $93,034 | 905 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 LEN-B | $121,069 | 1,009 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $126,670 | 1,005 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 LEN-B | $105,776 | 1,005 | Shares | Sole | 2025-07-07 | |
| 2025-06-30 | $223,653 | 2,022 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 LEN-B | $69,368 | 636 | Shares | Sole | 2025-04-03 | |
| 2025-03-31 | $504,113 | 4,392 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 LEN-B | — | 221 | Shares | Sole | 2025-01-03 | |
| 2024-12-31 | $46,774 | 343 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 LEN-B | — | 229 | Shares | Sole | 2024-10-07 | |
| 2024-09-30 | $61,118 | 326 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 LEN-B | — | 2 | Shares | Sole | 2024-07-08 | |
| 2024-06-30 | $52,454 | 350 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 LEN-B | — | 2 | Shares | Sole | 2024-04-03 | |
| 2024-03-31 | $1,031 | 6 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 LEN-B | — | 2 | Shares | Sole | 2024-01-08 | |
| 2023-12-31 | $894 | 6 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $561 | 5 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $626 | 5 | Shares | Sole | 2023-07-10 | |
| 2021-03-31 | $35,734 | 353 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $30,873 | 405 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $34,305 | 420 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $25,880 | 420 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $14,516 | 380 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||