Cullen/Frost Bankers, Inc.

Bank

Position in LEN — Lennar Corp /New/

CIK 39263 San Antonio, TX

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,165

-$55,394 QoQ

Shares Held

256

-71.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#789

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, 2026

Cullen/Frost Bankers, Inc. holds $6,035,375 across 5 Residential Construction names. LEN ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	21,200	$3,492,700
2	DHI	Horton D R Inc /De/	10,596	$1,725,876
3	PHM	Pultegroup Inc/Mi/	2,904	$398,457
4	NVR	Nvr Inc	58	$395,177
5	LEN	Lennar Corp /New/ This page	256	$23,165

All Filings in LEN

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,165	256	-70.3%	Shares	Defined	2026-07-27
2026-03-31 LEN-B	$3,617	43	+43.3%	Shares	Defined	2026-05-05
2026-03-31	$74,942	863	-36.8%	Shares	Defined	2026-05-05
2025-12-31	$140,424	1,366	-3.0%	Shares	Defined	2026-02-06
2025-09-30 LEN-B	$3,599	30	0.0%	Shares	Defined	2025-10-31
2025-09-30	$177,464	1,408	-40.0%	Shares	Defined	2025-10-31
2025-06-30 LEN-B	$3,157	30	+172.7%	Shares	Defined	2025-07-30
2025-06-30	$259,601	2,347	-34.7%	Shares	Defined	2025-07-30
2025-03-31	$412,404	3,593	-95.4%	Shares	Defined	2025-05-02
2024-12-31	$10,634,810	77,985	-11.5%	Shares	Defined	2025-02-06
2024-09-30	$16,522,799	88,131	+0.3%	Shares	Defined	2024-11-06
2024-06-30	$13,163,832	87,835	+0.1%	Shares	Defined	2024-08-05
2024-03-31	$15,094,171	87,767	+0.9%	Shares	Defined	2024-05-10
2023-12-31	$12,962,455	86,973	+2.7%	Shares	Defined	2024-02-06
2023-09-30	$9,507,001	84,710	+9.5%	Shares	Defined	2023-11-02
2023-06-30	$9,690,725	77,334	+0.1%	Shares	Defined	2023-08-04
2023-03-31	$8,117,541	77,229	-1.1%	Shares	Defined	2023-05-05
2022-12-31	$7,067,416	78,093	+22.3%	Shares	Defined	2023-02-13
2022-09-30	$4,758,523	63,830	+4.9%	Shares	Defined	2022-11-07
2022-06-30	$4,294,397	60,853	+11.3%	Shares	Defined	2022-08-05
2022-03-31	$4,439,027	54,688	+23.1%	Shares	Defined	2022-05-09
2021-12-31	$5,159,828	44,420	+3351.4%	Shares	Defined	2022-02-07
2021-09-30 LEN-B	—	11	0.0%	Shares	Defined	2021-11-04
2021-09-30	$120,566	1,287	0.0%	Shares	Defined	2021-11-04
2021-06-30 LEN-B	—	11	0.0%	Shares	Defined	2021-08-05
2021-06-30	$127,863	1,287	0.0%	Shares	Defined	2021-08-05
2021-03-31 LEN-B	—	11	0.0%	Shares	Defined	2021-05-05
2021-03-31	$130,282	1,287	-20.8%	Shares	Defined	2021-05-05
2020-12-31 LEN-B	—	11	0.0%	Shares	Defined	2021-02-08
2020-12-31	$123,873	1,625	+57.9%	Shares	Defined	2021-02-08
2020-09-30 LEN-B	—	11	0.0%	Shares	Defined	2020-11-05
2020-09-30	$84,048	1,029	+72.4%	Shares	Defined	2020-11-05
2020-06-30 LEN-B	—	11	0.0%	Shares	Defined	2020-08-05
2020-06-30	$36,787	597	0.0%	Shares	Defined	2020-08-05
2020-03-31 LEN-B	—	11	—	Shares	Defined	2020-05-01
2020-03-31	$22,805	597	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.