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Equibles

STIFEL FINANCIAL CORP

Position in LEN — Lennar Corp /New/

CIK 720672 ST. LOUIS, MO
Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,555,680
+$154,281 QoQ
Shares Held
94,610
-2.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 953 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $53,460,510 across 13 Residential Construction names. LEN ranks #2 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DHI
Horton D R Inc /De/
 91,640 $14,926,322
2 LEN
Lennar Corp /New/
This page 		94,610 $8,555,680
3 TOL
Toll Brothers, Inc.
 45,429 $7,484,426
4 PHM
Pultegroup Inc/Mi/
 48,456 $6,648,646
5 IBP
Installed Building Products, Inc.
 22,629 $5,201,049
6 MHO
M/I Homes, Inc.
 12,631 $2,030,938
7 SKY
Champion Homes, Inc.
 22,624 $1,993,625
8 NVR
Nvr Inc
 284 $1,935,004

All Filings in LEN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,277,841 91,478
2026-03-31 $8,129,524 93,615
2025-12-31 $8,926,842 86,837
2025-09-30 $12,421,366 98,551
2025-06-30 $8,896,802 80,434
2025-03-31 $8,753,234 76,261
2024-12-31 $9,774,859 71,679
2024-09-30 $14,748,112 78,665
2024-06-30 $12,061,086 80,477
2024-03-31 $14,717,361 85,576
2023-12-31 $13,243,245 88,857
2023-09-30 $10,958,917 97,647
2023-06-30 $13,408,546 107,003
2023-03-31 $25,349,276 241,169
2022-12-31 $32,680,993 361,116
2022-09-30 $4,714,686 63,242
2022-06-30 $5,382,654 76,274
2022-03-31 $6,031,501 74,307
2021-12-31 $12,095,043 104,124
2021-09-30 $8,564,034 91,418
2021-06-30 $7,440,619 74,893
2021-03-31 $7,137,015 70,503
2020-12-31 $5,441,908 71,388
2020-09-30 $4,595,562 56,263
2020-06-30 $1,185,382 19,237
2020-03-31 $853,387 22,340