FIRST MANHATTAN CO. LLC.

Position in LEN — Lennar Corp /New/

CIK 728083 NEW YORK, NY

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$489,082

-$314,814 QoQ

Shares Held

5,632

-28.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $22,002,538 across 5 Residential Construction names. LEN ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	170,533	$10,990,851
2	TMHC	Taylor Morrison Home Corp	136,915	$7,973,929
3	PHM	Pultegroup Inc/Mi/	17,615	$2,071,700
4	LEN	Lennar Corp /New/ This page	5,632	$489,082
5	DHI	Horton D R Inc /De/	3,476	$476,976

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$489,082	5,632	-28.0%	Shares	Sole	2026-05-15
2025-12-31	$803,896	7,820	-12.5%	Shares	Sole	2026-02-17
2025-09-30	$1,126,293	8,936	+7.2%	Shares	Sole	2025-11-14
2025-06-30	$922,376	8,339	+27.0%	Shares	Sole	2025-08-14
2025-03-31	$753,415	6,564	-89.7%	Shares	Sole	2025-05-15
2024-12-31	$8,433,946	63,887	-3.9%	Shares	Sole	2025-02-14
2024-09-30	$12,062,967	66,466	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$9,664,802	66,616	-0.2%	Shares	Sole	2024-08-15
2024-03-31	$11,115,770	66,767	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$9,639,988	66,815	-0.0%	Shares	Sole	2024-02-13
2023-09-30	$7,261,377	66,836	-1.8%	Shares	Sole	2023-11-14
2023-06-30	$8,256,875	68,066	-14.1%	Shares	Sole	2023-08-14
2023-03-31	$8,058,774	79,200	-42.2%	Shares	Sole	2023-05-15
2022-12-31	$12,000,491	136,978	-9.7%	Shares	Sole	2023-02-14
2022-09-30	$10,952,853	151,768	-3.5%	Shares	Sole	2022-11-14
2022-06-30	$10,743,857	157,268	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$12,436,224	158,268	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$17,811,166	158,393	-2.1%	Shares	Sole	2022-02-14
2021-09-30	$14,677,104	161,843	-5.4%	Shares	Sole	2021-11-15
2021-06-30	$16,459,113	171,135	-0.6%	Shares	Sole	2021-08-16
2021-03-31	$16,868,558	172,135	-0.5%	Shares	Sole	2021-05-14
2020-12-31	$12,768,788	173,031	-2.4%	Shares	Sole	2021-02-16
2020-09-30	$14,022,872	177,346	-1.3%	Shares	Sole	2020-11-12
2020-06-30	$10,713,170	179,596	-35.3%	Shares	Sole	2020-08-14
2020-03-31	$10,266,341	277,621	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.