MONTAG A & ASSOCIATES INC

Position in LEN — Lennar Corp /New/

CIK 829407 ATLANTA, GA

Position in LEN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$45,516

+$1,836 QoQ

Shares Held

503

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#761

of 949 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $9,136,380 across 6 Residential Construction names. LEN ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	42,265	$5,799,180
2	NVR	Nvr Inc	419	$2,854,814
3	IBP	Installed Building Products, Inc.	1,500	$344,760
4	DHI	Horton D R Inc /De/	344	$56,030
5	LEN	Lennar Corp /New/ This page	503	$45,516
6	TOL	Toll Brothers, Inc.	219	$36,080

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,516	503	0.0%	Shares	Sole	2026-08-05
2026-03-31	$43,680	503	0.0%	Shares	Sole	2026-04-29
2025-12-31	$51,708	503	-95.0%	Shares	Sole	2026-02-02
2025-09-30	$1,277,163	10,133	+1914.5%	Shares	Sole	2025-11-12
2025-06-30	$55,636	503	0.0%	Shares	Sole	2025-08-07
2025-03-31	$57,734	503	+1.6%	Shares	Sole	2025-05-05
2024-12-31	$67,503	495	0.0%	Shares	Sole	2025-01-30
2024-09-30	$92,802	495	0.0%	Shares	Sole	2024-11-05
2024-06-30	$74,185	495	0.0%	Shares	Sole	2024-07-31
2024-03-31	$85,130	495	0.0%	Shares	Sole	2024-05-07
2023-12-31	$73,774	495	0.0%	Shares	Sole	2024-02-07
2023-09-30	$55,553	495	-79.5%	Shares	Sole	2023-11-09
2023-06-30	$302,623	2,415	+0.3%	Shares	Sole	2023-08-09
2023-03-31	$253,104	2,408	+34.4%	Shares	Sole	2023-05-11
2022-12-31	$162,175	1,792	+3.8%	Shares	Sole	2023-02-02
2022-09-30	$128,673	1,726	+226.9%	Shares	Sole	2022-11-09
2022-06-30	$37,260	528	-92.1%	Shares	Sole	2022-08-10
2022-03-31	$543,839	6,700	-80.1%	Shares	Sole	2022-05-02
2021-12-31	$3,904,370	33,612	-6.5%	Shares	Sole	2022-02-09
2021-09-30	$3,367,045	35,942	-5.3%	Shares	Sole	2021-11-08
2021-06-30	$3,769,935	37,946	-33.2%	Shares	Sole	2021-08-03
2021-03-31	$5,747,939	56,781	+1858.0%	Shares	Sole	2021-05-14
2020-12-31	$221,067	2,900	0.0%	Shares	Sole	2021-02-12
2020-09-30	$236,872	2,900	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.