Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,353,528
+$633,265 QoQ
Shares Held
37,117
+18.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#248
of 949 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 46%
Shared 1%
None 53%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Pathstone Holdings, LLC holds $34,922,631 across 12 Residential Construction names. LEN ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
41,358 | $6,736,390 | |
| 2 | TOL |
Toll Brothers, Inc.
|
40,288 | $6,637,447 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
44,492 | $6,104,746 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
37,117 | $3,353,528 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
5,389 | $3,310,892 | |
| 6 | IBP |
Installed Building Products, Inc.
|
11,944 | $2,745,208 | |
| 7 | NVR |
Nvr Inc
|
395 | $2,691,292 | |
| 8 | KBH |
Kb Home
|
18,640 | $1,166,677 |
All Filings in LEN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $258,500 | 2,914 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $3,095,028 | 34,203 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,720,263 | 31,325 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 LEN-B | $399,503 | 4,200 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $3,428,482 | 33,351 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 LEN-B | $513,436 | 4,279 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $4,138,143 | 32,832 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 LEN-B | $430,367 | 4,089 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $3,596,040 | 32,511 | Shares | Other | 2025-08-12 | |
| 2025-03-31 LEN-B | $336,589 | 3,086 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $3,887,482 | 33,869 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 LEN-B | — | 3,790 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $4,043,504 | 29,651 | Shares | Other | 2025-02-14 | |
| 2024-09-30 LEN-B | — | 4,062 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $5,900,932 | 31,475 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 LEN-B | — | 3,010 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $4,610,899 | 30,766 | Shares | Other | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 2,633 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $5,202,223 | 30,249 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 LEN-B | — | 2,256 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $3,602,743 | 24,173 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||