Qsemble Capital Management, LP

Position in LEN — Lennar Corp /New/

CIK 1766159 New York, NY

Position in LEN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$410,824

-$5,037,884 QoQ

Shares Held

4,540

-91.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#567

of 949 holders

Holding Since

Jun 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Qsemble Capital Management, LP holds $6,432,633 across 3 Residential Construction names. LEN ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	20,755	$3,380,574
2	KBH	Kb Home	42,199	$2,641,235
3	LEN	Lennar Corp /New/ This page	4,540	$410,824

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,824	4,540	-91.4%	Shares	Sole	2026-08-03
2025-12-31	$5,448,708	53,003	+160.1%	Shares	Sole	2026-02-05
2024-12-31	$2,779,219	20,380	+196.0%	Shares	Sole	2025-02-11
2023-12-31	$1,026,140	6,885	+27.5%	Shares	Sole	2024-02-07
2023-06-30	$676,674	5,400	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.