Position in LEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,410,910
+$1,534,467 QoQ
Shares Held
455,418
-1.4% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GAMCO INVESTORS, INC. ET AL holds $112,553,333 across 7 Residential Construction names. LEN ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
79,844 | $49,054,556 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
455,418 | $40,410,910 | |
| 3 | SKY |
Champion Homes, Inc.
|
173,500 | $15,288,820 | |
| 4 | TOL |
Toll Brothers, Inc.
|
38,377 | $6,322,610 | |
| 5 | KBH |
Kb Home
|
15,730 | $984,540 | |
| 6 | DHI |
Horton D R Inc /De/
|
3,020 | $491,897 | |
| 7 | 294,645 | $0 |
All Filings in LEN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,007 | 6,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,078,552 | 12,420 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,287,775 | 12,527 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,891,360 | 38,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,495,497 | 31,602 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,632,442 | 31,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,004,911 | 22,035 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,778,096 | 20,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,969,524 | 19,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,361,865 | 19,548 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,328,302 | 15,622 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,669,084 | 14,872 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,832,283 | 14,622 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,568,451 | 14,922 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,323,290 | 14,622 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $791,869 | 10,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $537,884 | 7,622 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||