Bayhunt Capital LLC

Position in LEN — Lennar Corp /New/

CIK 2058173 MILL VALLEY, CA

Position in LEN

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

Position Value

$2,708,908

New position

Shares Held

29,936

first reported quarter

Ownership

0.012%

of shares outstanding

% of Portfolio

3.10%

of 13F equity value

Holder Rank

#279

of 949 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bayhunt Capital LLC holds $7,428,300 across 3 Residential Construction names. LEN ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTH	Meritage Homes CORP	33,963	$2,847,797
2	LEN	Lennar Corp /New/ This page	29,936	$2,708,908
3	MHO	M/I Homes, Inc.	11,640	$1,871,595

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,708,908	29,936	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.