FIFTH THIRD BANCORP

Bank

Position in LEN — Lennar Corp /New/

CIK 35527 CINCINNATI, OH

Position in LEN

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$4,133,757

+$3,056,105 QoQ

Shares Held

47,602

+354.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Consumer Cyclical · as of Mar 31, 2026

FIFTH THIRD BANCORP holds $50,603,677 across 17 Residential Construction names. LEN ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	92,259	$12,659,779
2	PHM	Pultegroup Inc/Mi/	57,654	$6,780,686
3	MTH	Meritage Homes CORP	76,073	$4,704,354
4	NVR	Nvr Inc	662	$4,362,467
5	LEN	Lennar Corp /New/ This page	47,602	$4,133,757
6	TOL	Toll Brothers, Inc.	28,362	$3,870,562
7	SKY	Champion Homes, Inc.	38,481	$2,861,831
8	IBP	Installed Building Products, Inc.	10,321	$2,736,613

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,133,757	47,602	+354.1%	Shares	Defined	2026-05-01
2025-12-31	$1,077,652	10,483	-1.6%	Shares	Defined	2026-02-02
2025-09-30	$1,342,830	10,654	-2.1%	Shares	Defined	2025-11-07
2025-06-30	$1,204,211	10,887	+6.1%	Shares	Defined	2025-07-15
2025-03-31	$1,177,528	10,259	-2.7%	Shares	Defined	2025-04-15
2024-12-31	$1,391,818	10,543	-7.9%	Shares	Defined	2025-01-21
2024-09-30	$2,076,617	11,442	-1.8%	Shares	Defined	2024-10-17
2024-06-30	$1,690,208	11,650	+8.5%	Shares	Defined	2024-07-22
2024-03-31	$1,787,227	10,735	+3.6%	Shares	Defined	2024-04-23
2023-12-31	$1,494,439	10,358	+4.2%	Shares	Defined	2024-01-19
2023-09-30	$1,080,471	9,945	+35.3%	Shares	Defined	2023-10-31
2023-06-30	$891,605	7,350	+10.1%	Shares	Defined	2023-07-26
2023-03-31	$679,094	6,674	+12.4%	Shares	Defined	2023-04-24
2022-12-31	$520,221	5,938	-36.8%	Shares	Defined	2023-01-25
2022-09-30	$678,166	9,397	+7.1%	Shares	Defined	2022-10-25
2022-06-30	$599,127	8,770	+12.4%	Shares	Defined	2022-08-04
2022-03-31	$613,136	7,803	+67.1%	Shares	Defined	2022-04-19
2021-12-31	$525,250	4,671	+11.0%	Shares	Defined	2022-02-01
2021-09-30	$381,702	4,209	+17.6%	Shares	Defined	2021-10-15
2021-06-30	$344,214	3,579	+10.9%	Shares	Defined	2021-08-06
2021-03-31	$316,233	3,227	+9.3%	Shares	Defined	2021-05-07
2020-12-31	$217,916	2,953	+9.4%	Shares	Defined	2021-02-16
2020-09-30	$213,411	2,699	+6.1%	Shares	Defined	2020-11-09
2020-06-30	$151,813	2,545	+15.9%	Shares	Defined	2020-08-05
2020-03-31	$81,207	2,196	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.