Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,395,516
-$2,343,117 QoQ
Shares Held
170,135
-16.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
#113
of 953 holders
Holding Since
Dec 2024
6 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, 2026Sophron Capital Management L.P. holds $25,205,344 across 2 Residential Construction names. LEN ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
170,135 | $15,395,516 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
71,495 | $9,809,828 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,395,516 | 170,135 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,738,633 | 204,268 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,642,820 | 35,436 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,557,991 | 75,833 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,466,310 | 76,542 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $5,336,155 | 39,130 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||