Position in LEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$337,205,418
+$46,065,002 QoQ
Shares Held
3,730,132
+11.1% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $2,146,276,330 across 19 Residential Construction names. LEN ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
3,696,034 | $602,010,011 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
2,565,379 | $351,995,644 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
3,730,132 | $337,205,418 | |
| 4 | NVR |
Nvr Inc
|
31,899 | $217,340,634 | |
| 5 | TOL |
Toll Brothers, Inc.
|
1,156,108 | $190,468,786 | |
| 6 | IBP |
Installed Building Products, Inc.
|
636,759 | $146,352,684 | |
| 7 | MTH |
Meritage Homes CORP
|
804,790 | $67,481,635 | |
| 8 | KBH |
Kb Home
|
907,781 | $56,818,009 |
All Filings in LEN
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $16,656,185 | 187,760 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $320,549,233 | 3,542,372 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 LEN-B | $12,766,382 | 151,764 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $278,374,034 | 3,205,597 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 LEN-B | $16,134,534 | 169,623 | Shares | Defined | 2026-05-27 | |
| 2025-12-31 | $386,834,339 | 3,762,980 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 LEN-B | $20,277,583 | 168,994 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $548,235,802 | 4,349,697 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 LEN-B | $18,809,539 | 178,713 | Shares | Defined | 2025-08-15 | |
| 2025-06-30 | $409,596,233 | 3,703,067 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 LEN-B | $17,657,445 | 161,891 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $353,821,505 | 3,082,606 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 LEN-B | — | 162,479 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $456,779,714 | 3,349,563 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 LEN-B | — | 186,861 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $626,194,052 | 3,340,058 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 LEN-B | — | 190,098 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $474,256,764 | 3,164,454 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 LEN-B | — | 189,986 | Shares | Defined | 2024-10-17 | |
| 2024-03-31 | $572,736,856 | 3,330,252 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 LEN-B | — | 192,355 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $538,734,436 | 3,614,697 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 LEN-B | — | 211,020 | Shares | Defined | 2023-11-15 | |
| 2023-09-30 | $335,931,691 | 2,993,244 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 LEN-B | — | 195,902 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $416,671,373 | 3,325,124 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 LEN-B | — | 196,199 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $316,948,544 | 3,015,398 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 LEN-B | — | 196,906 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $252,803,667 | 2,793,411 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 LEN-B | — | 189,365 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $206,677,525 | 2,772,336 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 LEN-B | — | 176,562 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $186,562,274 | 2,643,648 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 LEN-B | — | 82,019 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $117,477,395 | 1,447,300 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 LEN-B | — | 111,412 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $198,110,915 | 1,705,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 LEN-B | — | 105,304 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $122,455,845 | 1,307,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 LEN-B | — | 95,094 | Shares | Defined | 2021-08-23 | |
| 2021-06-30 | $139,318,521 | 1,402,300 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 LEN-B | — | 66,727 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $114,345,525 | 1,129,562 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 LEN-B | — | 63,691 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $128,405,210 | 1,684,444 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 LEN-B | — | 55,835 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $300,709,693 | 3,681,557 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 LEN-B | — | 52,969 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $207,985,053 | 3,375,285 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||