FRANKLIN RESOURCES INC

Position in LEN — Lennar Corp /New/

CIK 38777 San Mateo, CA

Back to LEN Full portfolio

Position in LEN

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$44,175,851

+$15,808,194 QoQ

Shares Held

508,704

+84.3% QoQ

Ownership

0.211%

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 99.65421934956281.ToString("F0")% Shared 0.ToString("F0")% None 0.3457806504371894.ToString("F0")%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $2,584,827,285 across 16 Residential Construction names. LEN ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	14,978,904	$1,761,668,895
2	DHI	Horton D R Inc /De/	2,951,918	$405,062,180
3	NVR	Nvr Inc	12,632	$83,242,731
4	IBP	Installed Building Products, Inc.	229,491	$60,849,536
5	MHO	M/I Homes, Inc.	465,045	$56,944,756
6	LEN	Lennar Corp /New/ This page	508,704	$44,175,851
7	TPH	Tri Pointe Homes, Inc.	939,550	$43,905,171
8	MTH	Meritage Homes CORP	559,650	$34,608,753

All Filings in LEN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,175,851	508,704	+84.3%	Shares	Defined	2026-05-13
2025-12-31	$28,367,657	275,950	+100.8%	Shares	Defined	2026-02-11
2025-09-30	$17,321,422	137,428	+630.1%	Shares	Defined	2025-11-13
2025-06-30	$2,082,009	18,823	-78.7%	Shares	Defined	2025-08-12
2025-03-31	$10,147,464	88,408	-8.4%	Shares	Defined	2025-05-13
2024-12-31	$12,745,635	96,548	+5.9%	Shares	Defined	2025-02-12
2024-09-30	$16,541,249	91,141	-57.4%	Shares	Defined	2024-11-27
2024-06-30	$31,029,472	213,875	-3.5%	Shares	Defined	2024-08-14
2024-03-31	$36,902,450	221,655	+7.8%	Shares	Defined	2024-05-13
2023-12-31	$29,672,087	205,658	-3.0%	Shares	Defined	2024-02-09
2023-09-30	$23,034,522	212,017	+299.4%	Shares	Defined	2023-11-13
2023-06-30	$6,438,846	53,079	+10.5%	Shares	Defined	2023-08-11
2023-03-31	$4,889,292	48,051	-4.5%	Shares	Defined	2023-05-12
2022-12-31	$4,409,091	50,327	-20.1%	Shares	Defined	2023-02-10
2022-09-30	$4,544,875	62,976	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$4,227,982	61,889	-95.7%	Shares	Defined	2022-08-11
2022-03-31	$112,744,634	1,434,830	-24.9%	Shares	Defined	2022-05-13
2021-12-31	$214,812,154	1,910,304	+8.4%	Shares	Defined	2022-02-11
2021-09-30	$159,787,029	1,761,956	+6.0%	Shares	Defined	2021-11-12
2021-06-30	$159,853,979	1,662,095	+19.4%	Shares	Defined	2021-08-13
2021-03-31	$136,417,819	1,392,074	-20.5%	Shares	Defined	2021-05-13
2020-12-31	$129,250,408	1,751,484	-29.2%	Shares	Defined	2021-02-10
2020-09-30	$195,480,162	2,472,220	-12.6%	Shares	Defined	2020-11-12
2020-06-30	$168,679,051	2,827,742	-4.3%	Shares	Defined	2020-08-13
2020-03-31	$109,276,787	2,955,048	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.