SHP Wealth Management

Position in LEN — Lennar Corp /New/

CIK 1807060 PLYMOUTH, MA

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,424

+$1,052 QoQ

Shares Held

+25.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#873

of 949 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SHP Wealth Management holds $67,725 across 7 Residential Construction names. LEN ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	6	$40,880
2	DHI	Horton D R Inc /De/	88	$14,333
3	KBH	Kb Home	74	$4,631
4	LEN	Lennar Corp /New/ This page	49	$4,424
5	PHM	Pultegroup Inc/Mi/	24	$3,293
6	TOL	Toll Brothers, Inc.	1	$164
7			2	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$443	5	0.0%	Shares	Sole	2026-08-11
2026-06-30	$3,981	44	+29.4%	Shares	Sole	2026-08-11
2026-03-31 LEN-B	$420	5	—	Shares	Sole	2026-05-08
2026-03-31	$2,952	34	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.