Position in LEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,524
-$1,358 QoQ
Shares Held
50
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 949 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Private Wealth Management Group, LLC holds $240,761 across 10 Residential Construction names. LEN ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
695 | $114,501 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
271 | $37,183 | |
| 3 | DHI |
Horton D R Inc /De/
|
207 | $33,716 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
390 | $27,978 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
11 | $6,758 | |
| 6 | IBP |
Installed Building Products, Inc.
|
28 | $6,435 | |
| 7 | SKY |
Champion Homes, Inc.
|
72 | $6,344 | |
| 8 | LEN |
Lennar Corp /New/
This page
|
50 | $4,524 |
All Filings in LEN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,524 | 50 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 LEN-B | $3,364 | 40 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $2,518 | 29 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 LEN-B | $3,234 | 34 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $12,130 | 118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 LEN-B | $4,079 | 34 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 | $14,872 | 118 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 LEN-B | $3,578 | 34 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $13,051 | 118 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 LEN-B | $3,053 | 28 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $4,820 | 42 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,545 | 70 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,185 | 81 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,139 | 81 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,930 | 81 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,072 | 81 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||