Position in LEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,129,524
-$797,318 QoQ
Shares Held
93,615
+7.8% QoQ
Ownership
0.039%
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 95%
Shared 0%
None 5%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $47,931,736 across 13 Residential Construction names. LEN ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
99,115 | $13,600,559 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
93,615 | $8,129,524 | |
| 3 | IBP |
Installed Building Products, Inc.
|
25,517 | $6,765,831 | |
| 4 | TOL |
Toll Brothers, Inc.
|
46,220 | $6,307,642 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
33,756 | $3,970,039 | |
| 6 | NVR |
Nvr Inc
|
505 | $3,327,863 | |
| 7 | SKY |
Champion Homes, Inc.
|
19,714 | $1,466,129 | |
| 8 | MHO |
M/I Homes, Inc.
|
11,349 | $1,389,684 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,129,524 | 93,615 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,926,842 | 86,837 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,421,366 | 98,551 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,896,802 | 80,434 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,753,234 | 76,261 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,462,593 | 71,679 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,276,971 | 78,665 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,675,785 | 80,477 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,247,204 | 85,576 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,820,179 | 88,857 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,608,827 | 97,647 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,980,200 | 107,003 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,539,474 | 241,169 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,636,972 | 361,116 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,564,071 | 63,242 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,210,702 | 76,274 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,838,819 | 74,307 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,708,657 | 104,124 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,290,449 | 91,418 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,202,922 | 74,893 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,909,017 | 70,503 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,268,061 | 71,388 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,448,753 | 56,263 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,147,514 | 19,237 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $826,124 | 22,340 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||