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Concurrent Investment Advisors, LLC

Position in LEN — Lennar Corp /New/

CIK 2001015 Tampa, FL

Position in LEN

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$8,069,716
+$3,696,801 QoQ
Shares Held
89,178
+77.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#153
of 949 holders
Holding Since
Dec 2023
11 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, 2025
CallValue
$1,028,000
CallShares
10,000
PutValue
$0
PutShares
0

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, 2026

Concurrent Investment Advisors, LLC holds $12,322,934 across 5 Residential Construction names. LEN ranks #1 (65.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LEN
Lennar Corp /New/
This page
89,178 $8,069,716

All Filings in LEN

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,069,716 89,178
2026-03-31 $4,372,915 50,356
2025-12-31 $3,843,075 37,384
2025-12-31 $1,028,000 10,000
2025-09-30 $1,348,880 10,702
2025-06-30 $680,693 6,154
2025-03-31 $611,892 5,331
2024-12-31 $637,938 4,678
2024-09-30 $878,343 4,685
2024-06-30 $664,673 4,435
2024-03-31 $769,954 4,477
2023-12-31 $737,002 4,945