BARROW HANLEY MEWHINNEY & STRAUSS LLC

Position in LEN — Lennar Corp /New/

CIK 313028 DALLAS, TX

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$77,370,397

-$5,319,084 QoQ

Shares Held

855,016

-10.2% QoQ

Ownership

0.355%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#43

of 949 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Consumer Cyclical · as of Jun 30, 2026

BARROW HANLEY MEWHINNEY & STRAUSS LLC holds $77,404,371 across 7 Residential Construction names. LEN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	855,016	$77,370,397
2	MTH	Meritage Homes CORP	233	$19,537
3	LGIH	LGI Homes, Inc.	114	$7,259
4	CVCO	Cavco Industries, Inc.	5	$3,071
5	SKY	Champion Homes, Inc.	24	$2,114
6	HOV	Hovnanian Enterprises Inc	14	$1,993
7	TMHC	Taylor Morrison Home Corp	96	$0

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,370,397	855,016	-10.2%	Shares	Defined	2026-08-12
2026-03-31	$82,689,481	952,205	-43.5%	Shares	Defined	2026-05-13
2025-12-31	$173,363,358	1,686,414	-64.4%	Shares	Defined	2026-02-11
2025-09-30	$596,503,710	4,732,654	+14.6%	Shares	Defined	2025-11-13
2025-06-30	$456,780,586	4,129,650	+44.6%	Shares	Defined	2025-08-12
2025-03-31	$327,860,575	2,856,426	+36.1%	Shares	Defined	2025-05-12
2021-12-31	$243,769,707	2,098,568	-14.1%	Shares	Defined	2022-02-10
2021-09-30	$228,756,020	2,441,888	-15.0%	Shares	Defined	2021-11-12
2021-06-30	$285,338,505	2,872,053	-39.2%	Shares	Defined	2021-08-12
2021-03-31	$478,099,637	4,722,906	-14.2%	Shares	Defined	2021-05-13
2020-12-31	$419,577,088	5,504,092	-9.8%	Shares	Defined	2021-02-11
2020-09-30	$498,198,049	6,099,386	-4.4%	Shares	Defined	2020-11-12
2020-06-30	$393,295,438	6,382,594	+53.8%	Shares	Defined	2020-08-12
2020-03-31	$158,553,387	4,150,609	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.