Pictet Asset Management Holding SA

Position in LEN — Lennar Corp /New/

CIK 1993888 CAROUGE, V8

Position in LEN

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$11,377,516

-$16,768,918 QoQ

Shares Held

131,017

-52.1% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 66.64936611279452.ToString("F0")% Shared 0.ToString("F0")% None 33.350633887205476.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Pictet Asset Management Holding SA holds $350,724,519 across 14 Residential Construction names. LEN ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,535,482	$210,698,840
2	PHM	Pultegroup Inc/Mi/	485,465	$57,095,538
3	TOL	Toll Brothers, Inc.	226,760	$30,945,937
4	NVR	Nvr Inc	3,495	$23,031,456
5	LEN	Lennar Corp /New/ This page	131,017	$11,377,516
6	KBH	Kb Home	172,064	$8,904,312
7	MTH	Meritage Homes CORP	66,587	$4,117,740
8	IBP	Installed Building Products, Inc.	3,501	$928,290

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,377,516	131,017	-52.1%	Shares	Sole	2026-04-22
2025-12-31	$28,146,434	273,798	+14.3%	Shares	Sole	2026-01-29
2025-09-30	$30,199,057	239,599	-12.1%	Shares	Sole	2025-11-18
2025-06-30	$30,146,202	272,545	-33.2%	Shares	Sole	2025-08-13
2025-03-31	$46,806,021	407,789	+17.3%	Shares	Sole	2025-05-05
2024-12-31	$45,899,509	347,688	-6.7%	Shares	Sole	2025-02-12
2024-09-30	$67,617,301	372,566	+18.7%	Shares	Sole	2024-11-12
2024-06-30	$45,545,686	313,930	-26.0%	Shares	Sole	2024-08-13
2024-03-31	$70,589,564	423,997	-3.5%	Shares	Sole	2024-05-14
2023-12-31	$63,382,686	439,307	+3.7%	Shares	Sole	2024-02-13
2023-09-30	$46,021,243	423,594	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.