US BANCORP \DE\

Bank

Position in LEN — Lennar Corp /New/

CIK 36104 MINNEAPOLIS, MN

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,946,415

-$2,994,406 QoQ

Shares Held

160,599

-2.5% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Cyclical · as of Mar 31, 2026

US BANCORP \DE\ holds $36,126,094 across 19 Residential Construction names. LEN ranks #1 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	160,599	$13,946,415
2	DHI	Horton D R Inc /De/	94,025	$12,902,109
3	PHM	Pultegroup Inc/Mi/	19,999	$2,352,080
4	NVR	Nvr Inc	324	$2,135,104
5	TOL	Toll Brothers, Inc.	7,494	$1,022,705
6	TPH	Tri Pointe Homes, Inc.	16,456	$768,988
7	KBH	Kb Home	14,656	$758,447
8	MTH	Meritage Homes CORP	11,355	$702,191

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,946,415	160,599	-2.5%	Shares	Defined	2026-05-15
2025-12-31	$16,940,821	164,794	-2.0%	Shares	Defined	2026-01-30
2025-09-30	$21,187,573	168,102	+896.5%	Shares	Defined	2025-11-12
2025-06-30	$1,865,989	16,870	+6.0%	Shares	Defined	2025-07-24
2025-03-31	$1,826,032	15,909	-7.2%	Shares	Defined	2025-05-08
2024-12-31	$2,263,237	17,144	-11.7%	Shares	Defined	2025-02-05
2024-09-30	$3,524,186	19,418	+6.6%	Shares	Defined	2024-10-28
2024-06-30	$2,643,977	18,224	+13.9%	Shares	Defined	2024-08-07
2024-03-31	$2,663,108	15,996	+12.9%	Shares	Defined	2024-05-08
2023-12-31	$2,044,861	14,173	+28.7%	Shares	Defined	2024-02-09
2023-09-30	$1,196,285	11,011	+1.2%	Shares	Defined	2023-11-03
2023-06-30	$1,320,061	10,882	+4.6%	Shares	Defined	2023-08-10
2023-03-31	$1,058,933	10,407	-2.5%	Shares	Defined	2023-05-09
2022-12-31	$935,397	10,677	+1.4%	Shares	Defined	2023-02-13
2022-09-30	$760,148	10,533	+9.0%	Shares	Defined	2022-10-27
2022-06-30	$660,064	9,662	+7.0%	Shares	Defined	2022-08-01
2022-03-31	$709,863	9,034	-34.1%	Shares	Defined	2022-05-11
2021-12-31	$1,541,227	13,706	+1.4%	Shares	Defined	2022-02-11
2021-09-30	$1,226,363	13,523	+17.5%	Shares	Defined	2021-11-10
2021-06-30	$1,106,987	11,510	+16.4%	Shares	Defined	2021-08-05
2021-03-31	$968,887	9,887	+11.5%	Shares	Defined	2021-04-28
2020-12-31	$654,559	8,870	+9.7%	Shares	Defined	2021-02-04
2020-09-30	$639,285	8,085	-39.4%	Shares	Defined	2020-11-10
2020-06-30	$795,809	13,341	+60.1%	Shares	Defined	2020-08-07
2020-03-31	$308,076	8,331	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.