JGP Wealth Management, LLC

Position in LEN — Lennar Corp /New/

CIK 1748278 BEND, OR

Position in LEN

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,063,820

-$216,052 QoQ

Shares Held

55,960

-8.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#202

of 949 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Cyclical · as of Jun 30, 2026

JGP Wealth Management, LLC holds $5,663,707 across 2 Residential Construction names. LEN ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LEN	Lennar Corp /New/ This page	55,960	$5,063,820
2	DHI	Horton D R Inc /De/	3,683	$599,887

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,063,820	55,960	-8.0%	Shares	Sole	2026-07-07
2026-03-31	$5,279,872	60,800	-0.5%	Shares	Sole	2026-04-08
2025-12-31	$6,283,341	61,122	+4.0%	Shares	Sole	2026-01-12
2025-09-30	$7,406,362	58,762	-21.4%	Shares	Sole	2025-10-15
2025-06-30	$8,264,668	74,719	+1.7%	Shares	Sole	2025-07-28
2025-03-31	$8,436,559	73,502	-7.4%	Shares	Sole	2025-04-09
2024-12-31	$10,824,091	79,373	+1.7%	Shares	Sole	2025-01-15
2024-09-30	$14,635,063	78,062	+0.3%	Shares	Sole	2024-10-09
2024-06-30	$11,668,879	77,860	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$13,284,082	77,242	-28.3%	Shares	Sole	2024-04-24
2023-12-31	$16,045,497	107,659	-0.6%	Shares	Sole	2024-01-10
2023-09-30	$12,161,015	108,358	+0.8%	Shares	Sole	2023-10-19
2023-06-30	$13,468,321	107,480	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$11,253,814	107,067	+0.7%	Shares	Sole	2023-04-14
2022-12-31	$9,619,968	106,298	+2.1%	Shares	Sole	2023-02-10
2022-09-30	$7,763,334	104,136	+2.9%	Shares	Sole	2022-10-14
2022-06-30	$7,139,215	101,165	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.