Position in LEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,738,633
+$14,095,813 QoQ
Shares Held
204,268
+476.4% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Sophron Capital Management L.P. holds $32,286,802 across 2 Residential Construction names. LEN ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
204,268 | $17,738,633 | |
| 2 | MTH |
Meritage Homes CORP
|
235,255 | $14,548,169 |
All Filings in LEN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $5,165,688 | 39,130 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||