Position in LEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$173,469
+$6,997 QoQ
Shares Held
1,917
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#708
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $2,626,761 across 2 Residential Construction names. LEN ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
14,891 | $2,453,292 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
1,917 | $173,469 |
All Filings in LEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,469 | 1,917 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $166,472 | 1,917 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $197,067 | 1,917 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $241,618 | 1,917 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $217,791 | 1,969 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $241,497 | 2,104 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $401,472 | 2,944 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $542,566 | 2,894 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $418,437 | 2,792 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $470,021 | 2,733 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $367,085 | 2,463 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $211,103 | 1,881 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $225,558 | 1,800 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $189,198 | 1,800 | Shares | Defined | 2025-10-01 | |
| 2022-12-31 | $162,899 | 1,800 | Shares | Defined | 2025-10-01 | |
| 2022-09-30 | $134,189 | 1,800 | Shares | Defined | 2025-10-01 | |
| 2022-06-30 | $127,026 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2022-03-31 | $146,106 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2021-12-31 | $209,088 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2021-09-30 | $168,623 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2021-06-30 | $178,830 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2021-03-31 | $182,213 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2020-12-31 | $137,214 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $147,024 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2020-06-30 | $110,915 | 1,800 | Shares | Defined | 2025-10-02 | |
| 2020-03-31 | $68,760 | 1,800 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||