Kera Capital Partners, Inc.

Position in LEN — Lennar Corp /New/

CIK 2040353 SACRAMENTO, CA

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$367,841

+$123,691 QoQ

Shares Held

4,065

+71.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#583

of 949 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Kera Capital Partners, Inc. holds $1,837,173 across 6 Residential Construction names. LEN ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	3,015	$413,688
2	LEN	Lennar Corp /New/ This page	4,065	$367,841
3	TOL	Toll Brothers, Inc.	2,217	$365,250
4	NVR	Nvr Inc	38	$258,909
5	DHI	Horton D R Inc /De/	1,365	$222,331
6	IBP	Installed Building Products, Inc.	910	$209,154

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,841	4,065	+71.2%	Shares	Sole	2026-08-14
2025-12-31	$244,150	2,375	-8.9%	Shares	Sole	2026-02-23
2025-09-30	$328,712	2,608	-1.3%	Shares	Sole	2025-10-27
2025-06-30	$292,342	2,643	—	Shares	Sole	2025-07-01
No filing history on record for this holder in this stock.