Position in LEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$51,077,202
-$10,054,668 QoQ
Shares Held
588,176
-1.1% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026SEI INVESTMENTS CO holds $257,229,144 across 19 Residential Construction names. LEN ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
656,504 | $90,085,478 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
588,176 | $51,077,202 | |
| 3 | TMHC |
Taylor Morrison Home Corp
|
332,202 | $19,347,443 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
148,329 | $17,444,973 | |
| 5 | SKY |
Champion Homes, Inc.
|
177,222 | $13,179,999 | |
| 6 | IBP |
Installed Building Products, Inc.
|
49,561 | $13,141,098 | |
| 7 | KBH |
Kb Home
|
169,863 | $8,790,410 | |
| 8 | NVR |
Nvr Inc
|
1,279 | $8,428,391 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,077,202 | 588,176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $61,131,870 | 594,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,413,642 | 622,133 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,976,998 | 641,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $75,969,553 | 661,871 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $85,511,083 | 647,745 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $115,798,389 | 638,040 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $79,093,065 | 545,160 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $87,433,451 | 525,170 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $75,822,114 | 525,525 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $57,406,879 | 528,391 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $63,213,630 | 521,105 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $53,925,306 | 529,967 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $49,229,104 | 561,919 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $46,790,958 | 648,358 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,781,716 | 743,340 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $52,200,978 | 664,329 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $71,141,098 | 632,651 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,024,836 | 551,619 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $50,583,390 | 525,945 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $46,451,131 | 474,010 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $31,734,493 | 430,037 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $24,801,314 | 313,660 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $18,753,655 | 314,387 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $12,804,072 | 346,246 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||