Applied Finance Capital Management, LLC
Position in LEN — Lennar Corp /New/
CIK 1966007
SAN JUAN, PR
Position in LEN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$311,668
+$27,426 QoQ
Shares Held
3,589
+29.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $21,815,083 across 4 Residential Construction names.
All Filings in LEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,668 | 3,589 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $284,242 | 2,765 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $685,783 | 5,441 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $747,834 | 6,761 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $776,027 | 6,761 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $651,984 | 4,781 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,077,822 | 5,749 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $692,699 | 4,622 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||