Sivia Capital Partners, LLC

Position in LEN — Lennar Corp /New/

CIK 2012032 Mill Valley, CA

Position in LEN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$547,374

+$277,194 QoQ

Shares Held

6,049

+272.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#504

of 949 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $5,103,152 across 4 Residential Construction names. LEN ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	361	$2,459,637
2	TOL	Toll Brothers, Inc.	8,992	$1,481,432
3	DHI	Horton D R Inc /De/	3,774	$614,709
4	LEN	Lennar Corp /New/ This page	6,049	$547,374

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,374	6,049	+285.0%	Shares	Sole	2026-07-23
2024-03-31	$270,180	1,571	-20.3%	Shares	Sole	2024-04-19
2023-12-31	$293,608	1,970	—	Shares	Sole	2024-03-13
No filing history on record for this holder in this stock.