Freestone Grove Partners LP

Position in LEN — Lennar Corp /New/

CIK 2007591 San Francisco, CA

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,821,462

-$78,119,516 QoQ

Shares Held

196,944

-78.9% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#102

of 949 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Freestone Grove Partners LP holds $113,774,117 across 6 Residential Construction names. LEN ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	530,182	$72,746,272
2	LEN	Lennar Corp /New/ This page	196,944	$17,821,462
3	MTH	Meritage Homes CORP	111,479	$9,347,514
4	KBH	Kb Home	127,705	$7,993,055
5	DHI	Horton D R Inc /De/	36,013	$5,865,797
6	DFH	Dream Finders Homes, Inc.	1	$17

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,821,462	196,944	-78.9%	Shares	Sole	2026-08-14
2025-12-31	$95,940,978	933,278	+130.4%	Shares	Sole	2026-02-17
2025-06-30	$44,812,424	405,139	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.