Position in LEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,329,323
-$4,157,634 QoQ
Shares Held
69,945
-42.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#176
of 949 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Carmel Capital Partners, LLC holds $7,789,379 across 2 Residential Construction names. LEN ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
69,945 | $6,329,323 | |
| 2 | DHI |
Horton D R Inc /De/
|
8,964 | $1,460,056 |
All Filings in LEN
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,329,323 | 69,945 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 LEN-B | $1,947,546 | 23,152 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $8,539,411 | 98,335 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 LEN-B | $2,379,712 | 25,018 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $10,274,243 | 99,944 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 LEN-B | $3,001,909 | 25,018 | Shares | Sole | 2025-10-30 | |
| 2025-09-30 | $12,597,193 | 99,946 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 LEN-B | $2,633,144 | 25,018 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $11,062,106 | 100,010 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 LEN-B | $2,728,713 | 25,018 | Shares | Sole | 2025-05-05 | |
| 2025-03-31 | $12,211,788 | 106,393 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 LEN-B | — | 25,018 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $12,309,569 | 90,266 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 LEN-B | — | 25,018 | Shares | Sole | 2024-11-01 | |
| 2024-09-30 | $16,923,069 | 90,266 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 LEN-B | — | 25,018 | Shares | Sole | 2024-07-31 | |
| 2024-06-30 | $14,473,546 | 96,574 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 LEN-B | — | 25,018 | Shares | Sole | 2024-04-25 | |
| 2024-03-31 | $16,608,800 | 96,574 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 LEN-B | — | 25,018 | Shares | Sole | 2024-02-01 | |
| 2023-12-31 | $11,326,443 | 75,996 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 LEN-B | — | 25,018 | Shares | Sole | 2023-10-27 | |
| 2023-09-30 | $9,258,524 | 82,496 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 LEN-B | — | 25,018 | Shares | Sole | 2023-07-27 | |
| 2023-06-30 | $10,337,576 | 82,496 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 LEN-B | — | 23,152 | Shares | Sole | 2023-04-19 | |
| 2023-03-31 | $8,671,156 | 82,496 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 LEN-B | — | 23,152 | Shares | Sole | 2023-01-17 | |
| 2022-12-31 | $6,742,340 | 74,501 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 LEN-B | — | 23,152 | Shares | Sole | 2022-10-14 | |
| 2022-09-30 | $5,554,046 | 74,501 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 LEN-B | — | 23,152 | Shares | Sole | 2022-07-11 | |
| 2022-06-30 | $5,257,536 | 74,501 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 LEN-B | — | 23,152 | Shares | Sole | 2022-04-18 | |
| 2022-03-31 | $12,874,055 | 158,606 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 LEN-B | — | 23,152 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $14,056,524 | 121,010 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||