Millstone Evans Group, LLC

Position in LEN — Lennar Corp /New/

CIK 2041943 BOULDER, CO

Position in LEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$40,177

+$1,621 QoQ

Shares Held

444

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#770

of 949 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Millstone Evans Group, LLC holds $367,740 across 6 Residential Construction names. LEN ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KBH	Kb Home	2,451	$153,408
2	PHM	Pultegroup Inc/Mi/	1,058	$145,168
3	LEN	Lennar Corp /New/ This page	444	$40,177
4	DHI	Horton D R Inc /De/	140	$22,803
5	MHO	M/I Homes, Inc.	27	$4,341
6	CVCO	Cavco Industries, Inc.	3	$1,843

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,177	444	0.0%	Shares	Sole	2026-08-11
2026-03-31	$38,556	444	0.0%	Shares	Sole	2026-04-30
2025-12-31	$45,643	444	0.0%	Shares	Sole	2026-02-02
2025-09-30	$55,961	444	0.0%	Shares	Sole	2025-10-30
2025-06-30	$49,110	444	+13.8%	Shares	Sole	2025-08-13
2025-03-31	$44,764	390	0.0%	Shares	Sole	2025-05-05
2024-12-31	$53,184	390	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.