FIDELIS CAPITAL PARTNERS, LLC

Position in LEN — Lennar Corp /New/

CIK 1962755 TAMPA, FL

Position in LEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$205,321

-$9,868 QoQ

Shares Held

2,269

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#699

of 949 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Consumer Cyclical · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $3,048,157 across 4 Residential Construction names. LEN ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	12,194	$1,673,138
2	DHI	Horton D R Inc /De/	4,595	$748,433
3	TOL	Toll Brothers, Inc.	2,557	$421,265
4	LEN	Lennar Corp /New/ This page	2,269	$205,321

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,321	2,269	-8.4%	Shares	Sole	2026-08-13
2026-03-31	$215,189	2,478	+1.9%	Shares	Sole	2026-05-06
2025-12-31	$250,009	2,432	-2.4%	Shares	Sole	2026-02-09
2025-09-30	$314,091	2,492	+1.8%	Shares	Sole	2025-11-03
2025-06-30	$270,773	2,448	-8.4%	Shares	Sole	2025-08-07
2025-03-31	$306,692	2,672	+8.8%	Shares	Sole	2025-05-01
2024-12-31	$335,060	2,457	+7.9%	Shares	Sole	2025-02-06
2024-09-30	$426,891	2,277	-9.4%	Shares	Sole	2024-10-25
2024-06-30	$376,473	2,512	+18.4%	Shares	Sole	2024-08-13
2024-03-31	$364,769	2,121	+15.1%	Shares	Sole	2024-05-06
2023-12-31	$274,680	1,843	+6.3%	Shares	Sole	2024-01-31
2023-06-30	$217,287	1,734	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.