Summit Financial, LLC

Position in LEN — Lennar Corp /New/

CIK 1765536 PARSIPPANY, NJ

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$244,280

-$25,364 QoQ

Shares Held

2,813

+7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. LEN ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	123,017	$5,748,584
2	KBH	Kb Home	18,959	$981,128
3	TOL	Toll Brothers, Inc.	2,672	$364,647
4	DHI	Horton D R Inc /De/	1,923	$263,874
5	LEN	Lennar Corp /New/ This page	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/	1,781	$209,463

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$244,280	2,813	+7.2%	Shares	Sole	2026-05-15
2025-12-31	$269,644	2,623	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$326,065	2,587	-8.2%	Shares	Sole	2025-11-14
2025-06-30	$311,698	2,818	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$325,516	2,836	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$369,505	2,799	+6.4%	Shares	Sole	2025-02-12
2024-09-30	$477,502	2,631	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$377,068	2,599	+79.4%	Shares	Sole	2024-07-31
2024-03-31	$241,238	1,449	-9.9%	Shares	Sole	2024-04-24
2023-12-31	$232,144	1,609	-19.8%	Shares	Sole	2024-02-06
2023-06-30	$243,220	2,005	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.