Longaeva Partners L.P.

Position in LEN — Lennar Corp /New/

CIK 2054122 Chicago, IL

Position in LEN

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

Position Value

$441,862

+$162,151 QoQ

Shares Held

4,883

+51.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#550

of 949 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Cyclical · as of Jun 30, 2026

Longaeva Partners L.P. holds $17,745,357 across 4 Residential Construction names. LEN ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	43,234	$7,122,801
2	DHI	Horton D R Inc /De/	32,049	$5,220,141
3	PHM	Pultegroup Inc/Mi/	36,153	$4,960,553
4	LEN	Lennar Corp /New/ This page	4,883	$441,862

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,862	4,883	+51.6%	Shares	Other	2026-08-14
2026-03-31	$279,711	3,221	—	Shares	Other	2026-05-15
No filing history on record for this holder in this stock.