Position in LEN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,073,218
-$142,327 QoQ
Shares Held
23,874
+10.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Derivatives in LEN
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,542,000
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $8,243,788 across 4 Residential Construction names.
All Filings in LEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,073,218 | 23,874 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,215,545 | 21,552 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,542,000 | 15,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $2,891,105 | 22,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,440,056 | 22,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $558,749 | 4,868 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $823,401 | 6,038 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||