Position in LEN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$129,038
-$76,251 QoQ
Shares Held
1,426
-39.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#722
of 949 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026LRI Investments, LLC holds $232,494 across 10 Residential Construction names. LEN ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
1,426 | $129,038 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
233 | $31,969 | |
| 3 | TMHC |
Taylor Morrison Home Corp
|
293 | $21,019 | |
| 4 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 5 | DHI |
Horton D R Inc /De/
|
87 | $14,169 | |
| 6 | IBP |
Installed Building Products, Inc.
|
57 | $13,099 | |
| 7 | TOL |
Toll Brothers, Inc.
|
9 | $1,482 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in LEN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,038 | 1,426 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $205,289 | 2,364 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $234,486 | 2,281 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $258,381 | 2,050 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $226,750 | 2,050 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,300 | 2,111 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $405,427 | 2,973 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $557,377 | 2,973 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $422,482 | 2,819 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $131,220 | 763 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||