American Capital Advisory, LLC

Position in LEN — Lennar Corp /New/

CIK 2018007 KETCHUM, ID

Position in LEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$723

+$118 QoQ

Shares Held

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#926

of 949 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

American Capital Advisory, LLC holds $184,883 across 6 Residential Construction names. LEN ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	26	$177,148
2	DHI	Horton D R Inc /De/	23	$3,746
3	PHM	Pultegroup Inc/Mi/	14	$1,920
4	TOL	Toll Brothers, Inc.	6	$988
5	LEN	Lennar Corp /New/ This page	8	$723
6	TMHC	Taylor Morrison Home Corp	5	$358

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723	8	+33.3%	Shares	Sole	2026-07-28
2026-03-31 LEN-B	$84	1	-50.0%	Shares	Sole	2026-04-29
2026-03-31	$521	6	-40.0%	Shares	Sole	2026-04-29
2025-12-31 LEN-B	$190	2	-50.0%	Shares	Sole	2026-01-30
2025-12-31	$1,028	10	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,260	10	+11.1%	Shares	Sole	2025-10-28
2025-06-30	$995	9	—	Shares	Sole	2025-08-05
2025-03-31 LEN-B	$436	4	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.