Bull Harbor Capital LLC

Position in LEN — Lennar Corp /New/

CIK 2135047 BETHESDA, MD

Position in LEN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$820,382

+$428,126 QoQ

Shares Held

9,066

+100.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#439

of 949 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bull Harbor Capital LLC holds $2,224,576 across 4 Residential Construction names. LEN ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	9,066	$820,382
2	TOL	Toll Brothers, Inc.	3,604	$593,759
3	NVR	Nvr Inc	67	$456,497
4	DHI	Horton D R Inc /De/	2,173	$353,938

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,382	9,066	+100.7%	Shares	Sole	2026-08-10
2026-03-31	$392,256	4,517	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.