Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$166,311,811
+$7,558,618 QoQ
Shares Held
1,838,416
+0.5% QoQ
Ownership
0.763%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 952 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 2%
None 30%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,000,240,802 across 18 Residential Construction names. LEN ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,528,245 | $248,920,536 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,080,884 | $178,075,634 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
1,838,416 | $166,311,811 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
1,095,171 | $150,268,405 | |
| 5 | NVR |
Nvr Inc
|
12,070 | $82,237,730 | |
| 6 | MHO |
M/I Homes, Inc.
|
271,728 | $43,691,141 | |
| 7 | MTH |
Meritage Homes CORP
|
412,023 | $34,548,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
37,102 | $22,794,724 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $2,314,441 | 26,090 | Shares | Other | 2026-08-12 | |
| 2026-06-30 | $163,997,370 | 1,812,326 | Shares | Other | 2026-08-12 | |
| 2026-03-31 LEN-B | $1,255,489 | 14,925 | Shares | Other | 2026-05-13 | |
| 2026-03-31 | $157,497,704 | 1,813,654 | Shares | Other | 2026-05-13 | |
| 2025-12-31 LEN-B | $2,042,509 | 21,473 | Shares | Defined | 2026-02-11 | |
| 2025-12-31 | $299,965,357 | 2,917,951 | Shares | Other | 2026-02-11 | |
| 2025-09-30 LEN-B | $3,016,905 | 25,143 | Shares | Other | 2025-11-07 | |
| 2025-09-30 | $710,517,089 | 5,637,235 | Shares | Other | 2025-11-07 | |
| 2025-06-30 LEN-B | $3,265,905 | 31,030 | Shares | Other | 2025-08-12 | |
| 2025-06-30 | $564,136,651 | 5,100,232 | Shares | Other | 2025-08-12 | |
| 2025-03-31 LEN-B | $3,165,535 | 29,023 | Shares | Other | 2025-05-12 | |
| 2025-03-31 | $561,648,488 | 4,893,261 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 LEN-B | — | 28,635 | Shares | Other | 2025-02-12 | |
| 2024-12-31 | $575,019,140 | 4,216,612 | Shares | Other | 2025-02-12 | |
| 2024-09-30 LEN-B | — | 30,061 | Shares | Other | 2024-12-26 | |
| 2024-09-30 | $356,255,853 | 1,900,234 | Shares | Other | 2024-12-26 | |
| 2024-06-30 LEN-B | — | 33,613 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $297,407,746 | 1,984,438 | Shares | Other | 2024-12-26 | |
| 2024-03-31 LEN-B | — | 53,293 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $298,480,463 | 1,735,553 | Shares | Other | 2024-12-26 | |
| 2023-12-31 LEN-B | — | 64,994 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $271,852,532 | 1,824,024 | Shares | Other | 2024-12-26 | |
| 2023-09-30 LEN-B | — | 71,682 | Shares | Other | 2023-11-14 | |
| 2023-09-30 | $200,435,768 | 1,785,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 LEN-B | — | 78,142 | Shares | Other | 2023-08-11 | |
| 2023-06-30 | $202,876,927 | 1,619,000 | Shares | Other | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 66,837 | Shares | Sole | 2023-05-18 | |
| 2023-03-31 | $226,116,773 | 2,151,239 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 LEN-B | — | 64,411 | Shares | Other | 2023-02-13 | |
| 2022-12-31 | $223,306,105 | 2,467,510 | Shares | Other | 2023-02-13 | |
| 2022-09-30 LEN-B | — | 64,051 | Shares | Other | 2022-11-14 | |
| 2022-09-30 | $242,166,511 | 3,248,379 | Shares | Other | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 67,110 | Shares | Other | 2022-08-11 | |
| 2022-06-30 | $253,711,123 | 3,595,169 | Shares | Other | 2022-08-11 | |
| 2022-03-31 LEN-B | — | 423 | Shares | Defined | 2022-05-11 | |
| 2022-03-31 | $264,264,725 | 3,255,693 | Shares | Other | 2022-05-11 | |
| 2021-12-31 LEN-B | — | 327 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $427,407,316 | 3,679,470 | Shares | Other | 2022-02-11 | |
| 2021-09-30 LEN-B | — | 395 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $340,244,277 | 3,631,985 | Shares | Other | 2021-11-12 | |
| 2021-06-30 LEN-B | — | 14,835 | Shares | Defined | 2021-08-12 | |
| 2021-06-30 | $407,037,401 | 4,097,004 | Shares | Other | 2021-08-12 | |
| 2021-03-31 LEN-B | — | 15,420 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $419,922,060 | 4,148,199 | Shares | Other | 2021-05-12 | |
| 2020-12-31 LEN-B | — | 718 | Shares | Defined | 2021-02-19 | |
| 2020-12-31 | $214,449,318 | 2,813,187 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 LEN-B | — | 23,859 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $246,701,303 | 3,020,338 | Shares | Other | 2020-11-12 | |
| 2020-06-30 LEN-B | — | 3,805 | Shares | Defined | 2020-08-11 | |
| 2020-06-30 | $200,989,581 | 3,261,759 | Shares | Other | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||