Position in LEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,112,584
+$624,358 QoQ
Shares Held
34,397
+20.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#259
of 949 holders
Holding Since
Sep 2022
6 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, 2026Sepio Capital, LP holds $7,086,654 across 2 Residential Construction names. LEN ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
|
47,395 | $3,974,070 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
34,397 | $3,112,584 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,112,584 | 34,397 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,488,226 | 28,653 | Shares | Sole | 2026-05-13 | |
| 2023-09-30 | $1,839,449 | 16,390 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,633,385 | 60,916 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,245,183 | 40,388 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $272,405 | 3,654 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||