TCW GROUP INC

Position in LEN — Lennar Corp /New/

CIK 850401 LOS ANGELES, CA

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Position in LEN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$52,394,614

-$7,952,412 QoQ

Shares Held

579,010

-16.7% QoQ

Ownership

0.240%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#59

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

TCW GROUP INC holds $58,905,856 across 5 Residential Construction names. LEN ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	579,010	$52,394,614
2	TOL	Toll Brothers, Inc.	30,847	$5,082,043
3	DHI	Horton D R Inc /De/	4,281	$697,289
4	PHM	Pultegroup Inc/Mi/	3,199	$438,934
5	NVR	Nvr Inc	43	$292,976

All Filings in LEN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,394,614	579,010	-16.7%	Shares	Defined	2026-08-03
2026-03-31	$60,347,026	694,922	+108.9%	Shares	Defined	2026-05-14
2025-12-31	$34,197,139	332,657	-52.9%	Shares	Defined	2026-02-17
2025-09-30	$88,968,231	705,873	+42.8%	Shares	Defined	2025-11-14
2025-06-30	$54,663,129	494,197	-10.9%	Shares	Defined	2025-08-14
2025-03-31	$63,687,173	554,863	-0.3%	Shares	Defined	2025-05-07
2024-12-31	$75,878,964	556,420	-1.4%	Shares	Defined	2025-02-04
2024-09-30	$105,816,145	564,413	-7.6%	Shares	Defined	2024-11-19
2024-06-30	$91,502,987	610,549	+15.9%	Shares	Defined	2024-07-19
2024-03-31	$90,573,801	526,653	-5.0%	Shares	Defined	2024-05-10
2023-12-31	$82,592,900	554,166	-5.6%	Shares	Defined	2024-02-09
2023-09-30	$65,909,520	587,272	-24.5%	Shares	Defined	2023-11-15
2023-06-30	$97,523,405	778,257	+6.7%	Shares	Defined	2023-08-14
2023-03-31	$76,666,829	729,396	+0.2%	Shares	Defined	2023-05-15
2022-12-31	$65,866,618	727,808	+4.0%	Shares	Defined	2023-02-14
2022-09-30	$52,161,708	699,688	-8.4%	Shares	Defined	2022-10-27
2022-06-30	$53,901,023	763,795	-21.5%	Shares	Defined	2022-07-19
2022-03-31	$78,995,738	973,213	-0.8%	Shares	Defined	2022-04-19
2021-12-31	$114,011,178	981,501	+1.4%	Shares	Defined	2022-01-26
2021-09-30	$90,718,475	968,387	-0.3%	Shares	Defined	2021-10-26
2021-06-30	$96,487,044	971,183	-5.6%	Shares	Defined	2021-07-23
2021-03-31	$104,139,319	1,028,740	-8.0%	Shares	Defined	2021-05-05
2020-12-31	$85,197,422	1,117,636	-10.0%	Shares	Defined	2021-02-02
2020-09-30	$101,411,478	1,241,570	-12.0%	Shares	Defined	2020-10-30
2020-06-30	$86,928,750	1,410,723	-5.4%	Shares	Defined	2020-08-05
2020-03-31	$56,949,597	1,490,826	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.