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 Mar 31, 2026
· filed May 13, 2026
Position Value
$114,899,909
+$18,141,058 QoQ
Shares Held
1,323,122
+40.6% QoQ
Ownership
0.549%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57.58607293960799.ToString("F0")%
Shared 0.ToString("F0")%
None 42.41392706039201.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $987,466,734 across 19 Residential Construction names. LEN ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,781,352 | $381,657,117 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,549,730 | $182,263,738 | |
| 3 | NVR |
Nvr Inc
|
21,266 | $140,139,321 | |
| 4 | LEN |
Lennar Corp /New/
This page
|
1,323,122 | $114,899,909 | |
| 5 | IBP |
Installed Building Products, Inc.
|
203,934 | $54,073,096 | |
| 6 | TOL |
Toll Brothers, Inc.
|
243,656 | $33,251,730 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
303,545 | $17,678,457 | |
| 8 | TPH |
Tri Pointe Homes, Inc.
|
309,651 | $14,469,987 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,899,909 | 1,323,122 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $96,758,851 | 941,234 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $122,884,331 | 974,963 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $145,415,862 | 1,314,672 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,257,236 | 1,143,555 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $153,802,057 | 1,165,048 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $214,595,620 | 1,182,405 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $193,838,071 | 1,336,056 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $170,796,150 | 1,025,889 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $153,667,306 | 1,065,072 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $124,380,902 | 1,144,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $127,761,029 | 1,053,205 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $107,165,922 | 1,053,205 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $92,821,097 | 1,059,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $79,969,438 | 1,108,095 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,446,239 | 1,104,378 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $96,584,171 | 1,229,166 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $140,434,651 | 1,248,872 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $116,094,156 | 1,280,159 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $124,231,273 | 1,291,705 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $111,385,888 | 1,136,636 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $82,245,701 | 1,114,519 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $89,317,388 | 1,129,589 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $61,283,380 | 1,027,357 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $43,364,980 | 1,172,670 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||