FIRST MANHATTAN CO. LLC.

Position in LEN — Lennar Corp /New/

CIK 728083 NEW YORK, NY

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$275,723

-$213,359 QoQ

Shares Held

3,047

-45.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#640

of 952 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $14,374,395 across 4 Residential Construction names. LEN ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	157,929	$12,640,637
2	PHM	Pultegroup Inc/Mi/	6,500	$891,865
3	DHI	Horton D R Inc /De/	3,476	$566,170
4	LEN	Lennar Corp /New/ This page	3,047	$275,723

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,723	3,047	-45.9%	Shares	Sole	2026-08-14
2026-03-31	$489,082	5,632	-28.0%	Shares	Sole	2026-05-15
2025-12-31 LEN-B	$2,065,721	21,717	-3.8%	Shares	Sole	2026-02-17
2025-12-31	$803,896	7,820	-12.5%	Shares	Sole	2026-02-17
2025-09-30 LEN-B	$2,709,014	22,577	-0.7%	Shares	Sole	2025-11-14
2025-09-30	$1,126,293	8,936	+7.2%	Shares	Sole	2025-11-14
2025-06-30 LEN-B	$2,393,595	22,742	-6.4%	Shares	Sole	2025-08-14
2025-06-30	$922,376	8,339	+27.0%	Shares	Sole	2025-08-14
2025-03-31 LEN-B	$2,649,528	24,292	-29.9%	Shares	Sole	2025-05-15
2025-03-31	$753,415	6,564	-89.7%	Shares	Sole	2025-05-15
2024-12-31 LEN-B	—	34,670	-1.0%	Shares	Sole	2025-02-14
2024-12-31	$8,712,266	63,887	-3.9%	Shares	Sole	2025-02-14
2024-09-30 LEN-B	—	35,020	-3.1%	Shares	Sole	2024-11-14
2024-09-30	$12,461,045	66,466	-0.2%	Shares	Sole	2024-11-14
2024-06-30 LEN-B	—	36,143	-3.0%	Shares	Sole	2024-08-15
2024-06-30	$9,983,740	66,616	-0.2%	Shares	Sole	2024-08-15
2024-03-31 LEN-B	—	37,263	-5.4%	Shares	Sole	2024-05-15
2024-03-31	$11,482,591	66,767	-0.1%	Shares	Sole	2024-05-15
2023-12-31 LEN-B	—	39,405	-19.5%	Shares	Sole	2024-02-13
2023-12-31	$9,958,107	66,815	-0.0%	Shares	Sole	2024-02-13
2023-09-30 LEN-B	—	48,927	-0.3%	Shares	Sole	2023-11-14
2023-09-30	$7,501,002	66,836	-1.8%	Shares	Sole	2023-11-14
2023-06-30 LEN-B	—	49,052	-10.2%	Shares	Sole	2023-08-14
2023-06-30	$8,529,352	68,066	-14.1%	Shares	Sole	2023-08-14
2023-03-31 LEN-B	—	54,637	+20.0%	Shares	Sole	2023-05-15
2023-03-31	$8,324,713	79,200	-42.2%	Shares	Sole	2023-05-15
2022-12-31 LEN-B	—	45,537	-10.3%	Shares	Sole	2023-02-14
2022-12-31	$12,396,508	136,978	-9.7%	Shares	Sole	2023-02-14
2022-09-30 LEN-B	—	50,749	-0.2%	Shares	Sole	2022-11-14
2022-09-30	$11,314,297	151,768	-3.5%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	50,862	+9.4%	Shares	Sole	2022-08-15
2022-06-30	$11,098,405	157,268	-0.6%	Shares	Sole	2022-08-15
2022-03-31 LEN-B	—	46,482	+2.4%	Shares	Sole	2022-05-16
2022-03-31	$12,846,620	158,268	-0.1%	Shares	Sole	2022-05-16
2021-12-31 LEN-B	—	45,392	+1.2%	Shares	Sole	2022-02-14
2021-12-31	$18,398,934	158,393	-2.1%	Shares	Sole	2022-02-14
2021-09-30 LEN-B	—	44,867	+29.3%	Shares	Sole	2021-11-15
2021-09-30	$15,161,449	161,843	-5.4%	Shares	Sole	2021-11-15
2021-06-30 LEN-B	—	34,692	+46.1%	Shares	Sole	2021-08-16
2021-06-30	$17,002,264	171,135	-0.6%	Shares	Sole	2021-08-16
2021-03-31 LEN-B	—	23,742	+14.3%	Shares	Sole	2021-05-14
2021-03-31	$17,425,221	172,135	-0.5%	Shares	Sole	2021-05-14
2020-12-31 LEN-B	—	20,775	+6.3%	Shares	Sole	2021-02-16
2020-12-31	$13,190,158	173,031	-2.4%	Shares	Sole	2021-02-16
2020-09-30 LEN-B	—	19,548	+4644.7%	Shares	Sole	2020-11-12
2020-09-30	$14,485,627	177,346	-1.3%	Shares	Sole	2020-11-12
2020-06-30 LEN-B	—	412	-7.0%	Shares	Sole	2020-08-14
2020-06-30	$11,066,705	179,596	-35.3%	Shares	Sole	2020-08-14
2020-03-31 LEN-B	—	443	—	Shares	Sole	2020-05-06
2020-03-31	$10,605,130	277,621	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.