BARCLAYS PLC

Position in LEN — Lennar Corp /New/

CIK 312069 LONDON, X0

Back to LEN Full portfolio

Position in LEN

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

Position Value

$69,675,126

+$5,685,425 QoQ

Shares Held

770,295

+4.5% QoQ

Ownership

0.320%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#44

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)

Derivatives in LEN

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$1,215,760

PutShares

14,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

BARCLAYS PLC holds $739,568,021 across 18 Residential Construction names. LEN ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,446,554	$235,614,714
2	PHM	Pultegroup Inc/Mi/	986,476	$135,354,371
3	NVR	Nvr Inc	19,330	$131,703,018
4	LEN	Lennar Corp /New/ This page	770,295	$69,675,126
5	MTH	Meritage Homes CORP	612,251	$51,337,246
6	TOL	Toll Brothers, Inc.	215,378	$35,483,524
7	MHO	M/I Homes, Inc.	141,643	$22,774,777
8	IBP	Installed Building Products, Inc.	75,377	$17,324,649

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$1,438,609	16,217	+31.9%	Shares	Defined	2026-08-14
2026-06-30	$68,236,517	754,078	+4.0%	Shares	Defined	2026-08-14
2026-03-31 LEN-B	$1,034,003	12,292	+27.3%	Shares	Defined	2026-05-15
2026-03-31	$62,955,698	724,962	+15.0%	Shares	Defined	2026-05-15
2026-03-31	$1,215,760	14,000	-86.0%	Put	Defined	2026-05-15
2025-12-31 LEN-B	$918,193	9,653	+56.9%	Shares	Sole	2026-02-13
2025-12-31	$64,811,080	630,458	-14.7%	Shares	Sole	2026-02-13
2025-09-30 LEN-B	$738,298	6,153	-31.5%	Shares	Sole	2026-03-31
2025-09-30	$12,604,000	100,000	0.0%	Put	Sole	2026-03-31
2025-09-30	$93,142,551	738,992	-2.3%	Shares	Sole	2026-03-31
2025-06-30 LEN-B	$945,250	8,981	+23.8%	Shares	Sole	2026-02-27
2025-06-30	$11,061,000	100,000	-19.0%	Put	Sole	2026-02-27
2025-06-30	$83,642,394	756,192	-1.6%	Shares	Sole	2026-02-27
2025-03-31 LEN-B	$791,193	7,254	+335.2%	Shares	Sole	2026-03-17
2025-03-31	$88,216,118	768,567	+22.8%	Shares	Sole	2026-03-17
2025-03-31	$11,478,000	100,000	+150.0%	Call	Sole	2026-03-17
2024-12-31 LEN-B	—	1,667	-47.6%	Shares	Sole	2026-03-19
2024-12-31	$85,374,676	626,052	-24.1%	Shares	Sole	2026-03-19
2024-09-30 LEN-B	—	3,182	-14.2%	Shares	Sole	2026-03-31
2024-09-30	$154,597,877	824,610	-3.4%	Shares	Sole	2026-03-31
2024-06-30 LEN-B	—	3,707	-52.9%	Shares	Sole	2026-03-23
2024-06-30	$127,879,436	853,269	-1.6%	Shares	Sole	2026-03-23
2024-06-30	$5,994,800	40,000	-60.0%	Call	Sole	2026-03-23
2024-03-31 LEN-B	—	7,872	-17.3%	Shares	Sole	2026-03-24
2024-03-31	$17,198,003	100,000	+48.1%	Call	Sole	2026-03-24
2024-03-31	$21,222,336	123,400	+235.3%	Put	Sole	2026-03-24
2024-03-31	$149,191,822	867,495	-3.5%	Shares	Sole	2026-03-24
2023-12-31 LEN-B	—	9,521	-7.1%	Shares	Sole	2026-03-24
2023-12-31	$5,484,672	36,800	-80.3%	Put	Sole	2026-03-24
2023-12-31	$133,943,886	898,711	-27.1%	Shares	Sole	2026-03-24
2023-09-30 LEN-B	—	10,246	-85.4%	Shares	Sole	2026-03-26
2023-09-30	$138,407,279	1,233,247	+53.9%	Shares	Sole	2026-03-26
2023-06-30 LEN-B	—	70,333	+14.8%	Shares	Sole	2026-03-27
2023-06-30	$100,413,053	801,317	-13.6%	Shares	Sole	2026-03-27
2023-03-31 LEN-B	—	61,263	+22.4%	Shares	Sole	2026-03-30
2023-03-31	$97,526,123	927,848	+47.2%	Shares	Sole	2026-03-30
2022-12-31 LEN-B	—	50,038	+484.9%	Shares	Sole	2026-03-30
2022-12-31	$16,932,548	187,100	-48.9%	Put	Sole	2026-03-30
2022-12-31	$6,108,749	67,500	-75.2%	Call	Sole	2026-03-30
2022-12-31	$57,046,397	630,347	+16.3%	Shares	Sole	2026-03-30
2022-09-30 LEN-B	—	8,555	-98.4%	Shares	Sole	2022-11-03
2022-09-30	$40,389,748	541,781	-20.9%	Shares	Sole	2022-11-03
2022-06-30 LEN-B	—	534,425	-48.1%	Shares	Sole	2022-08-12
2022-06-30	$48,343,704	685,046	-34.6%	Shares	Sole	2022-08-12
2022-03-31 LEN-B	—	1,030,044	-38.1%	Shares	Sole	2022-05-16
2022-03-31	$84,987,385	1,047,029	-1.4%	Shares	Sole	2022-05-16
2021-12-31 LEN-B	—	1,665,129	—	Shares	Sole	2022-02-14
2021-12-31	$123,351,140	1,061,907	—	Shares	Sole	2022-02-14
2021-12-31	$31,641,990	272,400	—	Call	Sole	2022-02-14
2021-12-31	$42,491,336	365,800	—	Put	Sole	2022-02-14
No filing history on record for this holder in this stock.