MORGAN STANLEY

Position in LEN — Lennar Corp /New/

CIK 895421 NEW YORK, NY

Back to LEN Full portfolio

Position in LEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$278,374,034

-$108,460,305 QoQ

Shares Held

3,205,597

-14.8% QoQ

Ownership

1.33%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.86879978986754.ToString("F0")% Shared 0.ToString("F0")% None 25.131200210132466.ToString("F0")%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $2,081,735,869 across 20 Residential Construction names. LEN ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,843,868	$527,455,558
2	PHM	Pultegroup Inc/Mi/	2,917,809	$343,163,507
3	LEN	Lennar Corp /New/ This page	3,205,597	$278,374,034
4	NVR	Nvr Inc	32,181	$212,067,313
5	TOL	Toll Brothers, Inc.	1,273,748	$173,828,381
6	IBP	Installed Building Products, Inc.	652,040	$172,888,401
7	TMHC	Taylor Morrison Home Corp	1,490,215	$86,790,113
8	MTH	Meritage Homes CORP	952,973	$58,931,842

All Filings in LEN

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$278,374,034	3,205,597	-14.8%	Shares	Defined	2026-05-15
2025-12-31	$386,834,339	3,762,980	-13.5%	Shares	Defined	2026-05-27
2025-09-30	$548,235,802	4,349,697	+17.5%	Shares	Defined	2026-05-27
2025-06-30	$409,596,233	3,703,067	+20.1%	Shares	Defined	2025-08-15
2025-03-31	$353,821,505	3,082,606	-8.0%	Shares	Defined	2025-05-15
2024-12-31	$442,187,525	3,349,563	+0.3%	Shares	Defined	2025-05-15
2024-09-30	$606,189,789	3,340,058	+5.5%	Shares	Defined	2025-05-14
2024-06-30	$459,106,256	3,164,454	-5.0%	Shares	Defined	2025-05-14
2024-03-31	$554,440,325	3,330,252	-7.9%	Shares	Defined	2024-10-17
2023-12-31	$521,524,138	3,614,697	+20.8%	Shares	Defined	2024-08-16
2023-09-30	$325,200,088	2,993,244	-10.0%	Shares	Defined	2023-11-15
2023-06-30	$403,360,477	3,325,124	+10.3%	Shares	Defined	2023-08-14
2023-03-31	$306,823,372	3,015,398	+7.9%	Shares	Defined	2023-05-15
2022-12-31	$244,727,656	2,793,411	+0.8%	Shares	Defined	2023-02-14
2022-09-30	$200,075,046	2,772,336	+4.9%	Shares	Defined	2022-11-14
2022-06-30	$180,602,394	2,643,648	+82.7%	Shares	Defined	2022-10-27
2022-03-31	$113,724,487	1,447,300	-15.1%	Shares	Defined	2022-10-27
2021-12-31	$191,782,105	1,705,500	+30.5%	Shares	Defined	2022-02-14
2021-09-30	$118,543,896	1,307,172	-6.8%	Shares	Defined	2021-11-15
2021-06-30	$134,867,880	1,402,300	+24.1%	Shares	Defined	2021-08-23
2021-03-31	$110,692,666	1,129,562	-32.9%	Shares	Defined	2021-05-17
2020-12-31	$124,303,202	1,684,444	-54.2%	Shares	Defined	2021-02-16
2020-09-30	$291,103,283	3,681,557	+9.1%	Shares	Defined	2020-11-13
2020-06-30	$201,340,809	3,375,285	+41.1%	Shares	Defined	2020-08-14
2020-03-31	$88,488,830	2,392,903	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.