Aristotle Capital Management, LLC

Position in LEN — Lennar Corp /New/

CIK 860644 LOS ANGELES, CA

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$713,554,928

-$15,622,921 QoQ

Shares Held

7,886,442

-6.1% QoQ

Ownership

3.27%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

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

Aristotle Capital Management, LLC holds $713,554,928 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LEN	Lennar Corp /New/ This page	7,886,442	$713,554,928

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 LEN-B	$4,445,879	50,117	-4.3%	Shares	Sole	2026-08-14
2026-06-30	$709,109,049	7,836,325	-6.1%	Shares	Sole	2026-08-14
2026-03-31 LEN-B	$4,404,523	52,360	-2.1%	Shares	Sole	2026-05-15
2026-03-31	$724,773,326	8,346,077	-4.4%	Shares	Sole	2026-05-15
2025-12-31 LEN-B	$5,088,159	53,492	-20.7%	Shares	Sole	2026-02-17
2025-12-31	$897,027,660	8,725,950	-4.6%	Shares	Sole	2026-02-17
2025-09-30 LEN-B	$8,091,645	67,436	-9.4%	Shares	Sole	2025-11-14
2025-09-30	$1,152,323,977	9,142,526	-5.6%	Shares	Sole	2025-11-14
2025-06-30 LEN-B	$7,831,021	74,404	-0.9%	Shares	Sole	2025-08-14
2025-06-30	$1,070,803,353	9,680,891	-0.8%	Shares	Sole	2025-08-14
2025-03-31 LEN-B	$8,190,720	75,096	-0.9%	Shares	Sole	2025-05-15
2025-03-31	$1,119,680,736	9,755,016	-2.7%	Shares	Sole	2025-05-15
2024-12-31 LEN-B	—	75,781	-0.3%	Shares	Sole	2025-02-14
2024-12-31	$1,367,516,995	10,027,994	-0.6%	Shares	Sole	2025-02-14
2024-09-30 LEN-B	—	75,995	-0.0%	Shares	Sole	2024-11-14
2024-09-30	$1,891,263,519	10,087,815	-1.1%	Shares	Sole	2024-11-14
2024-06-30 LEN-B	—	76,012	-3.3%	Shares	Sole	2024-08-14
2024-06-30	$1,528,831,975	10,201,053	-2.2%	Shares	Sole	2024-08-14
2024-03-31 LEN-B	—	78,571	-7.2%	Shares	Sole	2024-05-15
2024-03-31	$1,793,804,766	10,430,308	-3.4%	Shares	Sole	2024-05-15
2023-12-31 LEN-B	—	84,628	-4.2%	Shares	Sole	2024-02-14
2023-12-31	$1,609,483,113	10,799,001	-5.5%	Shares	Sole	2024-02-14
2023-09-30 LEN-B	—	88,369	-0.1%	Shares	Sole	2023-11-14
2023-09-30	$1,282,657,194	11,428,829	-2.0%	Shares	Sole	2023-11-14
2023-06-30 LEN-B	—	88,484	-4.3%	Shares	Sole	2023-08-14
2023-06-30	$1,461,341,107	11,661,805	-2.4%	Shares	Sole	2023-08-14
2023-03-31 LEN-B	—	92,504	-14.6%	Shares	Sole	2023-05-15
2023-03-31	$1,256,203,094	11,951,316	-12.8%	Shares	Sole	2023-05-15
2022-12-31 LEN-B	—	108,326	-7.0%	Shares	Sole	2023-02-14
2022-12-31	$1,239,830,184	13,699,782	-6.5%	Shares	Sole	2023-02-14
2022-09-30 LEN-B	—	116,454	-0.0%	Shares	Sole	2022-11-14
2022-09-30	$1,091,824,156	14,645,537	-1.6%	Shares	Sole	2022-11-14
2022-06-30 LEN-B	—	116,497	+4.3%	Shares	Sole	2022-08-15
2022-06-30	$1,050,239,897	14,882,240	-2.5%	Shares	Sole	2022-08-15
2022-03-31 LEN-B	—	111,713	-1.8%	Shares	Sole	2022-05-16
2022-03-31	$1,238,659,290	15,260,055	+3.3%	Shares	Sole	2022-05-16
2021-12-31 LEN-B	—	113,794	+0.9%	Shares	Sole	2022-02-14
2021-12-31	$1,716,496,087	14,776,995	+2.5%	Shares	Sole	2022-02-14
2021-09-30 LEN-B	—	112,790	-0.9%	Shares	Sole	2021-11-15
2021-09-30	$1,350,998,162	14,421,418	+0.8%	Shares	Sole	2021-11-15
2021-06-30 LEN-B	—	113,853	-0.3%	Shares	Sole	2021-08-16
2021-06-30	$1,421,288,393	14,305,870	+1.2%	Shares	Sole	2021-08-16
2021-03-31 LEN-B	—	114,221	-0.2%	Shares	Sole	2021-05-17
2021-03-31	$1,431,130,519	14,137,419	+7.5%	Shares	Sole	2021-05-17
2020-12-31 LEN-B	—	114,447	-0.9%	Shares	Sole	2021-02-22
2020-12-31	$1,002,923,265	13,156,538	+7.6%	Shares	Sole	2021-02-22
2020-09-30 LEN-B	—	115,516	-0.3%	Shares	Sole	2020-11-16
2020-09-30	$999,073,327	12,231,549	+0.9%	Shares	Sole	2020-11-16
2020-06-30 LEN-B	—	115,918	—	Shares	Sole	2020-08-14
2020-06-30	$746,832,175	12,119,964	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.