Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,277,931
-$8,927,529 QoQ
Shares Held
389,862
-23.4% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
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, 2026FRANKLIN RESOURCES INC holds $2,986,423,737 across 15 Residential Construction names. LEN ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
15,559,037 | $2,134,855,461 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,862,742 | $466,283,412 | |
| 3 | MHO |
M/I Homes, Inc.
|
558,268 | $89,763,908 | |
| 4 | NVR |
Nvr Inc
|
12,509 | $85,228,817 | |
| 5 | MTH |
Meritage Homes CORP
|
583,680 | $48,941,565 | |
| 6 | LEN |
Lennar Corp /New/
This page
|
389,862 | $35,277,931 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
54,387 | $33,414,283 | |
| 8 | IBP |
Installed Building Products, Inc.
|
128,391 | $29,509,384 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $33,709 | 380 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $35,244,222 | 389,482 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 LEN-B | $29,609 | 352 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $44,175,851 | 508,704 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 LEN-B | $34,527 | 363 | Shares | Defined | 2026-02-11 | |
| 2025-12-31 | $28,367,657 | 275,950 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 LEN-B | $42,716 | 356 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $17,321,422 | 137,428 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 LEN-B | $37,363 | 355 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $2,082,009 | 18,823 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 LEN-B | $74,602 | 684 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $10,147,464 | 88,408 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 LEN-B | — | 11,282 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $13,166,241 | 96,548 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 LEN-B | — | 10,453 | Shares | Defined | 2024-11-27 | |
| 2024-09-30 | $17,087,110 | 91,141 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 LEN-B | — | 19,639 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $32,053,444 | 213,875 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 20,702 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $38,120,231 | 221,655 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 LEN-B | — | 10,845 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $30,651,266 | 205,658 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 LEN-B | — | 9,937 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $23,794,660 | 212,017 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 10,339 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $6,651,330 | 53,079 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 11,281 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $5,050,638 | 48,051 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 LEN-B | — | 316 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $4,554,590 | 50,327 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 LEN-B | — | 261 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $4,694,856 | 62,976 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 153 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $4,367,505 | 61,889 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 LEN-B | — | 5,798 | Shares | Defined | 2022-05-13 | |
| 2022-03-31 | $116,465,208 | 1,434,830 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 LEN-B | — | 211 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $221,900,954 | 1,910,304 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 LEN-B | — | 218 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $165,060,002 | 1,761,956 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 LEN-B | — | 201 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $165,129,158 | 1,662,095 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 LEN-B | — | 224 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $140,919,607 | 1,392,074 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 LEN-B | — | 218 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $133,515,671 | 1,751,484 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 LEN-B | — | 199 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $201,931,008 | 2,472,220 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 LEN-B | — | 1 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $174,245,458 | 2,827,742 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||