Treasurer of the State of North Carolina

Position in LEN — Lennar Corp /New/

CIK 1761054 RALEIGH, NC

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,771,884

+$451,162 QoQ

Shares Held

97,013

+1.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#148

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

Treasurer of the State of North Carolina holds $57,478,103 across 5 Residential Construction names. LEN ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	107,059	$17,437,769
2	PHM	Pultegroup Inc/Mi/	119,993	$16,464,239
3	LEN	Lennar Corp /New/ This page	97,013	$8,771,884
4	NVR	Nvr Inc	1,117	$7,610,567
5	TOL	Toll Brothers, Inc.	43,664	$7,193,644

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$339,936	3,832	-5.0%	Shares	Sole	2026-08-14
2026-06-30	$8,431,948	93,181	+1.4%	Shares	Sole	2026-08-14
2026-03-31 LEN-B	$339,171	4,032	+2.2%	Shares	Sole	2026-05-14
2026-03-31	$7,981,551	91,911	+2.5%	Shares	Sole	2026-05-14
2025-12-31 LEN-B	$375,343	3,946	-7.9%	Shares	Sole	2026-02-13
2025-12-31	$9,214,992	89,640	-10.9%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$514,157	4,285	-3.8%	Shares	Sole	2025-11-13
2025-09-30	$12,685,169	100,644	-5.7%	Shares	Sole	2025-11-13
2025-06-30 LEN-B	$468,678	4,453	-27.3%	Shares	Sole	2025-08-14
2025-06-30	$11,799,542	106,677	+1.4%	Shares	Sole	2025-08-14
2025-03-31 LEN-B	$668,271	6,127	+25.9%	Shares	Sole	2025-05-15
2025-03-31	$12,081,283	105,256	+1.8%	Shares	Sole	2025-05-15
2024-12-31 LEN-B	—	4,867	-0.8%	Shares	Sole	2025-02-13
2024-12-31	$14,105,561	103,436	-1.2%	Shares	Sole	2025-02-13
2024-09-30 LEN-B	—	4,907	-0.6%	Shares	Sole	2024-11-14
2024-09-30	$19,631,967	104,715	-31.1%	Shares	Sole	2024-11-14
2024-06-30 LEN-B	—	4,937	-74.0%	Shares	Sole	2024-08-14
2024-06-30	$22,780,542	152,002	+23.1%	Shares	Sole	2024-08-14
2024-03-31 LEN-B	—	18,970	-0.1%	Shares	Sole	2024-05-09
2024-03-31	$21,234,031	123,468	-0.4%	Shares	Sole	2024-05-09
2023-12-31 LEN-B	—	18,990	-0.0%	Shares	Sole	2024-05-09
2023-12-31	$18,479,916	123,993	-0.3%	Shares	Sole	2024-05-09
2023-09-30 LEN-B	—	18,991	+9.7%	Shares	Sole	2023-11-13
2023-09-30	$13,963,877	124,422	+2.7%	Shares	Sole	2023-11-13
2023-06-30 LEN-B	—	17,307	-2.6%	Shares	Sole	2023-08-14
2023-06-30	$15,181,435	121,151	-0.7%	Shares	Sole	2023-08-14
2023-03-31 LEN-B	—	17,763	-3.0%	Shares	Sole	2023-05-04
2023-03-31	$12,830,254	122,065	+0.0%	Shares	Sole	2023-05-04
2022-12-31 LEN-B	—	18,318	+188.7%	Shares	Sole	2023-02-09
2022-12-31	$11,045,071	122,045	+13.1%	Shares	Sole	2023-02-09
2022-09-30 LEN-B	—	6,345	+0.2%	Shares	Sole	2022-11-08
2022-09-30	$8,042,151	107,876	-0.1%	Shares	Sole	2022-11-08
2022-06-30 LEN-B	—	6,335	+9.8%	Shares	Sole	2022-08-02
2022-06-30	$7,622,690	108,016	+13.8%	Shares	Sole	2022-08-02
2022-03-31 LEN-B	—	5,772	+1.6%	Shares	Sole	2022-05-10
2022-03-31	$7,704,254	94,915	-5.8%	Shares	Sole	2022-05-10
2021-12-31 LEN-B	—	5,679	+0.7%	Shares	Sole	2022-02-14
2021-12-31	$11,700,334	100,726	-1.0%	Shares	Sole	2022-02-14
2021-09-30 LEN-B	—	5,639	+3.5%	Shares	Sole	2021-11-03
2021-09-30	$9,534,373	101,776	+3.3%	Shares	Sole	2021-11-03
2021-06-30 LEN-B	—	5,450	-5.4%	Shares	Sole	2021-08-13
2021-06-30	$9,785,678	98,497	-4.8%	Shares	Sole	2021-08-13
2021-03-31 LEN-B	—	5,760	-0.2%	Shares	Sole	2021-05-03
2021-03-31	$10,468,899	103,417	-0.3%	Shares	Sole	2021-05-03
2020-12-31 LEN-B	—	5,770	+0.2%	Shares	Sole	2021-02-02
2020-12-31	$7,909,399	103,757	+0.3%	Shares	Sole	2021-02-02
2020-09-30 LEN-B	—	5,760	0.0%	Shares	Sole	2020-11-04
2020-09-30	$8,445,470	103,397	-0.2%	Shares	Sole	2020-11-04
2020-06-30 LEN-B	—	5,760	—	Shares	Sole	2020-08-07
2020-06-30	$6,382,414	103,577	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.