ROYAL LONDON ASSET MANAGEMENT LTD

Position in LEN — Lennar Corp /New/

CIK 863748 UNITED KINGDOM, X0

Position in LEN

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$7,039,945

-$736,669 QoQ

Shares Held

81,068

+7.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $89,575,052 across 5 Residential Construction names. LEN ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	143,207	$37,971,336
2	DHI	Horton D R Inc /De/	130,031	$17,842,853
3	NVR	Nvr Inc	2,159	$14,227,443
4	PHM	Pultegroup Inc/Mi/	106,228	$12,493,475
5	LEN	Lennar Corp /New/ This page	81,068	$7,039,945

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,039,945	81,068	+7.2%	Shares	Sole	2026-05-01
2025-12-31	$7,776,614	75,648	+36.0%	Shares	Sole	2026-02-13
2025-09-30	$7,008,454	55,605	+443.9%	Shares	Sole	2025-11-13
2025-06-30	$1,130,766	10,223	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,173,395	10,223	-89.6%	Shares	Sole	2025-05-13
2024-09-30	$17,798,621	98,069	+1.5%	Shares	Sole	2024-11-14
2024-06-30	$14,022,059	96,649	+1.1%	Shares	Sole	2024-08-07
2024-03-31	$15,916,561	95,603	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$13,933,292	96,572	+0.8%	Shares	Sole	2024-03-01
2023-09-30	$10,412,073	95,836	+5.8%	Shares	Sole	2023-11-14
2023-06-30	$10,992,224	90,615	+9.0%	Shares	Sole	2023-08-11
2023-03-31	$8,462,323	83,166	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$7,335,317	83,728	-0.4%	Shares	Sole	2023-02-09
2022-09-30	$6,066,475	84,060	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$6,175,525	90,397	-0.3%	Shares	Sole	2022-09-06
2022-03-31	$7,125,362	90,680	-0.0%	Shares	Sole	2022-09-06
2021-12-31	$10,200,491	90,712	-4.8%	Shares	Sole	2022-10-18
2021-09-30	$8,643,406	95,310	-5.0%	Shares	Sole	2022-10-18
2021-06-30	$9,651,185	100,349	-0.1%	Shares	Sole	2022-10-18
2021-03-31	$9,843,022	100,443	+5.8%	Shares	Sole	2022-10-17
2020-12-31	$7,004,012	94,912	-1.1%	Shares	Sole	2021-01-29
2020-09-30	$7,587,149	95,954	+0.6%	Shares	Sole	2020-11-04
2020-06-30	$5,690,096	95,389	0.0%	Shares	Sole	2020-07-31
2020-03-31	$3,527,456	95,389	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.