Caisse de depot et placement du Quebec

Position in LEN — Lennar Corp /New/

CIK 898286 Montreal, A8

Position in LEN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$30,225,790

+$920,903 QoQ

Shares Held

348,063

+22.1% QoQ

Ownership

0.144%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Caisse de depot et placement du Quebec holds $640,679,009 across 5 Residential Construction names. LEN ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	2,245,245	$264,063,264
2	NVR	Nvr Inc	27,266	$179,678,307
3	DHI	Horton D R Inc /De/	1,088,712	$149,393,060
4	LEN	Lennar Corp /New/ This page	348,063	$30,225,790
5	TOL	Toll Brothers, Inc.	126,904	$17,318,588

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,225,790	348,063	+22.1%	Shares	Sole	2026-05-14
2025-12-31	$29,304,887	285,067	-48.7%	Shares	Sole	2026-02-17
2025-09-30	$69,990,642	555,305	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$59,258,090	535,739	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$62,553,493	544,986	-59.0%	Shares	Sole	2025-05-14
2024-12-31	$175,542,047	1,329,728	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$246,273,033	1,356,945	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$201,238,580	1,387,065	+10.4%	Shares	Sole	2024-08-14
2024-03-31	$209,208,804	1,256,615	+20.2%	Shares	Sole	2024-05-14
2023-12-31	$150,847,669	1,045,529	+11.1%	Shares	Sole	2024-02-14
2023-09-30	$102,212,716	940,798	+15.5%	Shares	Sole	2023-11-14
2023-06-30	$98,768,805	814,206	+14.2%	Shares	Sole	2023-08-14
2023-03-31	$72,521,031	712,722	+75.2%	Shares	Sole	2023-05-12
2022-12-31	$35,637,898	406,784	-13.8%	Shares	Sole	2023-02-14
2022-09-30	$34,066,371	472,040	+50.0%	Shares	Sole	2022-11-14
2022-06-30	$21,493,454	314,620	-20.5%	Shares	Sole	2022-08-12
2022-03-31	$31,097,947	395,764	+39.0%	Shares	Sole	2022-05-13
2021-12-31	$32,009,789	284,660	+69.2%	Shares	Sole	2022-02-14
2021-09-30	$15,259,770	168,268	+342.5%	Shares	Sole	2021-11-12
2021-06-30	$3,657,196	38,026	0.0%	Shares	Sole	2021-08-13
2021-03-31	$3,726,399	38,026	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,806,121	38,026	+27.8%	Shares	Sole	2021-02-12
2020-09-30	$2,351,799	29,743	-41.0%	Shares	Sole	2020-11-13
2020-06-30	$3,009,000	50,443	-25.3%	Shares	Sole	2020-08-14
2020-03-31	$2,497,719	67,543	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.