Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,782,014
+$819,380 QoQ
Shares Held
30,817
+35.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#273
of 949 holders
Holding Since
Dec 2025
3 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, 2026Marnell Management LLC holds $3,885,784 across 2 Residential Construction names. LEN ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
30,817 | $2,782,014 | |
| 2 | NVR |
Nvr Inc
|
162 | $1,103,770 |
All Filings in LEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $329,735 | 3,717 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $2,452,279 | 27,100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 LEN-B | $312,674 | 3,717 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $1,649,960 | 19,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 LEN-B | $304,384 | 3,200 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||