Position in LEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,086,880
+$138,451 QoQ
Shares Held
23,062
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#300
of 949 holders
Holding Since
Mar 2025
6 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, 2026OP Asset Management Ltd holds $13,399,056 across 7 Residential Construction names. LEN ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
29,279 | $4,768,963 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
21,745 | $2,983,631 | |
| 3 | NVR |
Nvr Inc
|
311 | $2,118,967 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
23,062 | $2,086,880 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
14,333 | $1,028,249 | |
| 6 | MHO |
M/I Homes, Inc.
|
1,831 | $294,406 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
192 | $117,960 |
All Filings in LEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,086,880 | 23,062 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,948,429 | 22,437 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,690,070 | 26,168 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $3,228,892 | 25,618 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $2,752,198 | 24,882 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $2,914,378 | 25,391 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||