NorthCrest Asset Manangement, LLC

Position in LEN — Lennar Corp /New/

CIK 1893159 PLYMOUTH, MN

Position in LEN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$744,099

+$139,693 QoQ

Shares Held

8,223

+18.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#455

of 949 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Cyclical · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $22,567,692 across 6 Residential Construction names. LEN ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	108,205	$14,846,808
2	TOL	Toll Brothers, Inc.	24,071	$3,965,697
3	DHI	Horton D R Inc /De/	11,883	$1,935,503
4	CVCO	Cavco Industries, Inc.	1,296	$796,236
5	LEN	Lennar Corp /New/ This page	8,223	$744,099
6	NVR	Nvr Inc	41	$279,349

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,099	8,223	+18.1%	Shares	Sole	2026-07-15
2026-03-31	$604,406	6,960	+35.8%	Shares	Sole	2026-04-08
2025-12-31	$526,850	5,125	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$645,576	5,122	+4.4%	Shares	Sole	2025-10-29
2025-06-30	$542,431	4,904	+0.3%	Shares	Sole	2025-07-10
2025-03-31	$561,274	4,890	+1.9%	Shares	Sole	2025-04-16
2024-12-31	$654,166	4,797	-0.8%	Shares	Sole	2025-03-17
2024-09-30	$906,653	4,836	-0.7%	Shares	Sole	2024-10-24
2024-06-30	$729,866	4,870	+1.5%	Shares	Sole	2024-07-16
2024-03-31	$824,988	4,797	+2.6%	Shares	Sole	2024-04-15
2023-12-31	$696,762	4,675	-2.3%	Shares	Sole	2024-01-30
2023-09-30	$537,244	4,787	0.0%	Shares	Sole	2023-11-13
2023-06-30	$599,859	4,787	-2.1%	Shares	Sole	2023-07-21
2023-03-31	$514,198	4,892	+4.6%	Shares	Sole	2023-04-25
2022-12-31	$423,087	4,675	-2.3%	Shares	Sole	2023-02-01
2022-09-30	$356,870	4,787	+2.4%	Shares	Sole	2022-10-19
2022-06-30	$329,914	4,675	0.0%	Shares	Sole	2022-07-18
2022-03-31	$379,469	4,675	+3.2%	Shares	Sole	2022-04-18
2021-12-31	$526,321	4,531	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.