Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,728,810
+$435,589 QoQ
Shares Held
19,105
+28.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
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, 2026Thrivent Financial for Lutherans holds $248,662,474 across 15 Residential Construction names. LEN ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
606,796 | $98,834,931 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
525,326 | $72,079,980 | |
| 3 | IBP |
Installed Building Products, Inc.
|
154,323 | $35,469,598 | |
| 4 | SKY |
Champion Homes, Inc.
|
147,875 | $13,030,745 | |
| 5 | TOL |
Toll Brothers, Inc.
|
58,299 | $9,604,758 | |
| 6 | MTH |
Meritage Homes CORP
|
70,653 | $5,924,253 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,379 | $3,304,750 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,978 | $2,890,682 |
All Filings in LEN
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,728,810 | 19,105 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,293,221 | 14,892 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,654,154 | 16,091 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,919,715 | 23,165 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 LEN-B | $227,129 | 2,158 | Shares | Sole | 2025-08-26 | |
| 2025-06-30 | $2,579,867 | 23,324 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $1,051,068 | 11,979 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 LEN-B | — | 2,014 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $2,384,505 | 20,308 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 LEN-B | — | 2,004 | Shares | Sole | 2024-11-07 | |
| 2024-09-30 | $6,082,225 | 32,442 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 LEN-B | — | 2,074 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $4,875,119 | 32,529 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 LEN-B | — | 2,410 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $5,685,486 | 33,059 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 LEN-B | — | 2,403 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $4,876,140 | 32,717 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 LEN-B | — | 2,363 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $3,681,702 | 32,805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 LEN-B | — | 2,430 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $3,211,570 | 25,629 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 LEN-B | — | 2,423 | Shares | Sole | 2023-05-17 | |
| 2023-03-31 | $2,702,273 | 25,709 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 LEN-B | — | 2,909 | Shares | Sole | 2023-02-08 | |
| 2022-12-31 | $987,445 | 10,911 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $810,805 | 10,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $774,505 | 10,975 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $897,253 | 11,054 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,345,133 | 11,580 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,103,831 | 11,783 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,504,089 | 55,401 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $1,191,375 | 11,769 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $910,643 | 11,946 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,008,830 | 12,351 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $775,980 | 12,593 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $487,317 | 12,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||