Position in LEN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,156,038
+$465,788 QoQ
Shares Held
59,374
+30.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $6,177,066 across 2 Residential Construction names. LEN ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
59,374 | $5,156,038 | |
| 2 | BZH |
Beazer Homes USA Inc
|
53,068 | $1,021,028 |
All Filings in LEN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,156,038 | 59,374 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,690,250 | 45,625 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,095,675 | 64,231 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,945,865 | 62,796 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,802,551 | 59,266 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,574,258 | 48,209 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,279,134 | 49,494 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,939,731 | 46,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,478,831 | 37,672 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||