Generali Asset Management SPA SGR

Position in LEN — Lennar Corp /New/

CIK 2046751 TRIESTE, L6

Position in LEN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,014,397

+$765,899 QoQ

Shares Held

22,261

+54.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#303

of 949 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Consumer Cyclical · as of Jun 30, 2026

Generali Asset Management SPA SGR holds $12,117,678 across 4 Residential Construction names. LEN ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	45,473	$7,406,642
2	NVR	Nvr Inc	331	$2,255,235
3	LEN	Lennar Corp /New/ This page	22,261	$2,014,397
4	PHM	Pultegroup Inc/Mi/	3,217	$441,404

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,014,397	22,261	+54.8%	Shares	Sole	2026-07-30
2026-03-31	$1,248,498	14,377	-5.9%	Shares	Sole	2026-05-05
2025-12-31	$1,570,372	15,276	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$1,940,259	15,394	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$1,687,797	15,259	+1.5%	Shares	Sole	2025-07-28
2025-03-31	$1,725,946	15,037	-62.0%	Shares	Sole	2025-05-15
2024-12-31	$5,399,977	39,598	—	Shares	Sole	2025-05-29
No filing history on record for this holder in this stock.