UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LEN — Lennar Corp /New/
CIK 861177
NEW YORK, NY
Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,028,228
-$14,114,385 QoQ
Shares Held
1,127,799
-15.7% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#36
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,068,859,948 across 18 Residential Construction names. LEN ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,903,786 | $472,968,658 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,438,684 | $197,401,825 | |
| 3 | NVR |
Nvr Inc
|
21,595 | $147,135,364 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
1,127,799 | $102,028,228 | |
| 5 | IBP |
Installed Building Products, Inc.
|
202,615 | $46,569,028 | |
| 6 | TOL |
Toll Brothers, Inc.
|
265,254 | $43,700,594 | |
| 7 | MTH |
Meritage Homes CORP
|
155,724 | $13,057,453 | |
| 8 | KBH |
Kb Home
|
152,595 | $9,550,917 |
All Filings in LEN
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $1,310,512 | 14,773 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $100,717,716 | 1,113,026 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 LEN-B | $1,242,704 | 14,773 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $114,899,909 | 1,323,122 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 LEN-B | $1,173,589 | 12,338 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $96,758,851 | 941,234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 LEN-B | $1,608,225 | 13,403 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $122,884,331 | 974,963 | Shares | Other | 2025-11-14 | |
| 2025-06-30 LEN-B | $1,475,710 | 14,021 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $145,415,862 | 1,314,672 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 LEN-B | $1,529,270 | 14,021 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $131,257,236 | 1,143,555 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 LEN-B | — | 15,579 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $158,877,527 | 1,165,048 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 LEN-B | — | 16,162 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $221,677,278 | 1,182,405 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 LEN-B | — | 16,162 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $200,234,727 | 1,336,056 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 LEN-B | — | 16,766 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $176,432,423 | 1,025,889 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 LEN-B | — | 16,766 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $158,738,326 | 1,065,072 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 LEN-B | — | 16,702 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $128,485,473 | 1,144,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 15,090 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $131,977,144 | 1,053,205 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 15,090 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $110,702,395 | 1,053,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $95,884,193 | 1,059,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 LEN-B | — | 12,638 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $82,608,430 | 1,108,095 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 12,638 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $77,935,966 | 1,104,378 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 LEN-B | — | 14,635 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $99,771,449 | 1,229,166 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 LEN-B | — | 14,635 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $145,068,996 | 1,248,872 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 LEN-B | — | 14,635 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $119,925,266 | 1,280,159 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 LEN-B | — | 14,635 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $128,330,906 | 1,291,705 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 LEN-B | — | 12,638 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $115,061,626 | 1,136,636 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 LEN-B | — | 12,638 | Shares | Defined | 2021-03-01 | |
| 2020-12-31 | $84,959,809 | 1,114,519 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 LEN-B | — | 380 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $92,264,860 | 1,129,589 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $63,305,732 | 1,027,357 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $44,796,024 | 1,172,670 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||