Position in LEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$839,742
-$71,785 QoQ
Shares Held
9,670
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026HB Wealth Management, LLC holds $8,406,045 across 9 Residential Construction names. LEN ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
19,263 | $2,643,268 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,487 | $1,835,987 | |
| 3 | BZH |
Beazer Homes USA Inc
|
58,615 | $1,127,752 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
9,670 | $839,742 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
6,258 | $736,003 | |
| 6 | TOL |
Toll Brothers, Inc.
|
3,484 | $475,461 | |
| 7 | NVR |
Nvr Inc
|
48 | $316,311 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
3,922 | $228,417 |
All Filings in LEN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $839,742 | 9,670 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $911,527 | 8,867 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,087,221 | 8,626 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $762,987 | 6,898 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $638,062 | 5,559 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $676,041 | 5,121 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $911,446 | 5,022 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $618,921 | 4,266 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $588,361 | 3,534 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $496,030 | 3,438 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $337,233 | 3,104 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $282,645 | 2,330 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $250,310 | 2,460 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $202,201 | 2,308 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $356,511 | 4,940 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $315,549 | 4,619 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $355,560 | 4,525 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $451,595 | 4,016 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||