GAMCO INVESTORS, INC. ET AL

Position in LEN — Lennar Corp /New/

CIK 807249 GREENWICH, CT

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$40,410,910

+$1,534,467 QoQ

Shares Held

455,418

-1.4% QoQ

Ownership

0.189%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#69

of 949 holders

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, 2026

GAMCO 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)
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	TMHC	Taylor Morrison Home Corp	294,645	$0

All Filings in LEN

Export CSV

43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$39,862,903	449,362	+0.0%	Shares	Sole	2026-08-12
2026-06-30	$548,007	6,056	-51.2%	Shares	Sole	2026-08-12
2026-03-31 LEN-B	$37,797,891	449,333	-3.5%	Shares	Sole	2026-05-14
2026-03-31	$1,078,552	12,420	-0.9%	Shares	Sole	2026-05-14
2025-12-31 LEN-B	$44,313,554	465,870	+2.7%	Shares	Sole	2026-02-05
2025-12-31	$1,287,775	12,527	-67.7%	Shares	Sole	2026-02-05
2025-09-30 LEN-B	$54,434,783	453,661	-0.8%	Shares	Sole	2025-11-12
2025-09-30	$4,891,360	38,808	+22.8%	Shares	Sole	2025-11-12
2025-06-30 LEN-B	$48,139,455	457,382	-0.2%	Shares	Sole	2025-08-13
2025-06-30	$3,495,497	31,602	-0.1%	Shares	Sole	2025-08-13
2025-03-31 LEN-B	$49,967,039	458,119	+0.1%	Shares	Sole	2025-05-14
2025-03-31	$3,632,442	31,647	+43.6%	Shares	Sole	2025-05-14
2024-12-31 LEN-B	—	457,564	-3.9%	Shares	Sole	2025-02-13
2024-12-31	$3,004,911	22,035	+9.3%	Shares	Sole	2025-02-13
2024-09-30 LEN-B	—	476,104	-4.7%	Shares	Sole	2024-11-14
2024-09-30	$3,778,096	20,152	+1.7%	Shares	Sole	2024-11-14
2024-06-30 LEN-B	—	499,487	-3.2%	Shares	Sole	2024-08-13
2024-06-30	$2,969,524	19,814	+1.4%	Shares	Sole	2024-08-13
2024-03-31 LEN-B	—	516,008	-4.0%	Shares	Sole	2024-05-14
2024-03-31	$3,361,865	19,548	+25.1%	Shares	Sole	2024-05-14
2023-12-31 LEN-B	—	537,399	-12.0%	Shares	Sole	2024-02-14
2023-12-31	$2,328,302	15,622	+5.0%	Shares	Sole	2024-02-14
2023-09-30 LEN-B	—	611,005	-4.1%	Shares	Sole	2023-11-08
2023-09-30	$1,669,084	14,872	+1.7%	Shares	Sole	2023-11-08
2023-06-30 LEN-B	—	637,224	-3.5%	Shares	Sole	2023-08-15
2023-06-30	$1,832,283	14,622	-2.0%	Shares	Sole	2023-08-15
2023-03-31 LEN-B	—	660,426	-3.1%	Shares	Sole	2023-05-12
2023-03-31	$1,568,451	14,922	+2.1%	Shares	Sole	2023-05-12
2022-12-31 LEN-B	—	681,898	-2.8%	Shares	Sole	2023-02-15
2022-12-31	$1,323,290	14,622	+37.7%	Shares	Sole	2023-02-15
2022-09-30 LEN-B	—	701,226	-2.2%	Shares	Sole	2022-11-14
2022-09-30	$791,869	10,622	+39.4%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	716,699	-1.1%	Shares	Sole	2022-08-12
2022-06-30	$537,884	7,622	—	Shares	Sole	2022-08-12
2022-03-31 LEN-B	—	724,458	-2.5%	Shares	Sole	2022-05-18
2021-12-31 LEN-B	—	742,788	-2.4%	Shares	Sole	2022-02-11
2021-09-30 LEN-B	—	761,267	-1.5%	Shares	Sole	2021-11-12
2021-06-30 LEN-B	—	772,834	-1.4%	Shares	Sole	2021-08-13
2021-03-31 LEN-B	—	783,511	-1.2%	Shares	Sole	2021-05-14
2020-12-31 LEN-B	—	793,045	-3.2%	Shares	Sole	2021-02-05
2020-09-30 LEN-B	—	819,561	-3.4%	Shares	Sole	2020-11-06
2020-06-30 LEN-B	—	848,563	-21.2%	Shares	Sole	2020-08-13
2020-03-31 LEN-B	—	1,077,357	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.