Position in LEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,349,391
+$22,514 QoQ
Shares Held
25,963
-3.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#292
of 949 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $27,724,358 across 14 Residential Construction names. LEN ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
29,846 | $4,861,316 | |
| 2 | TOL |
Toll Brothers, Inc.
|
27,594 | $4,546,111 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
21,309 | $2,923,807 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
25,963 | $2,349,391 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
28,010 | $2,009,437 | |
| 6 | NVR |
Nvr Inc
|
294 | $2,003,139 | |
| 7 | MTH |
Meritage Homes CORP
|
19,715 | $1,653,102 | |
| 8 | IBP |
Installed Building Products, Inc.
|
6,142 | $1,411,677 |
All Filings in LEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,349,391 | 25,963 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,326,877 | 26,795 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,789,478 | 27,135 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,724,734 | 29,552 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,503,682 | 31,676 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,601,337 | 31,376 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,290,198 | 31,460 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,023,919 | 32,131 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,981,379 | 33,238 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,914,393 | 34,390 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,707,039 | 38,292 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,711,077 | 41,977 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,439,081 | 43,405 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,604,764 | 43,809 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,194,584 | 46,349 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $3,321,424 | 44,553 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,179,955 | 45,061 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,727,003 | 45,916 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,464,864 | 47,046 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||