California Public Employees Retirement System

Pension

Position in LEN — Lennar Corp /New/

CIK 919079 Sacramento, CA

Position in LEN

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$27,211,661

-$4,270,941 QoQ

Shares Held

313,354

+2.3% QoQ

Ownership

0.130%

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 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

California Public Employees Retirement System holds $309,699,353 across 10 Residential Construction names. LEN ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	880,665	$120,844,851
2	PHM	Pultegroup Inc/Mi/	420,701	$49,478,644
3	NVR	Nvr Inc	5,845	$38,517,556
4	TOL	Toll Brothers, Inc.	201,287	$27,469,636
5	LEN	Lennar Corp /New/ This page	313,354	$27,211,661
6	IBP	Installed Building Products, Inc.	49,606	$13,153,030
7	TMHC	Taylor Morrison Home Corp	193,529	$11,271,128
8	SKY	Champion Homes, Inc.	103,560	$7,701,757

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,211,661	313,354	+2.3%	Shares	Sole	2026-05-06
2025-12-31	$31,482,602	306,251	-47.1%	Shares	Sole	2026-02-12
2025-09-30	$72,967,959	578,927	+41.0%	Shares	Sole	2025-11-14
2025-06-30	$45,430,955	410,731	+5.1%	Shares	Sole	2025-08-13
2025-03-31	$44,854,876	390,790	-4.8%	Shares	Sole	2025-05-13
2024-12-31	$54,180,584	410,417	-7.5%	Shares	Sole	2025-04-23
2024-09-30	$80,541,805	443,779	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$65,208,690	449,460	-3.9%	Shares	Sole	2024-08-14
2024-03-31	$77,903,461	467,928	-3.6%	Shares	Sole	2024-04-30
2023-12-31	$70,034,516	485,411	-3.7%	Shares	Sole	2024-02-01
2023-09-30	$54,789,413	504,299	+2.2%	Shares	Sole	2023-11-02
2023-06-30	$59,859,253	493,453	-2.6%	Shares	Sole	2023-08-09
2023-03-31	$51,551,429	506,637	-10.1%	Shares	Sole	2023-05-12
2022-12-31	$49,388,378	563,737	-2.1%	Shares	Sole	2023-02-08
2022-09-30	$41,557,162	575,836	+14.5%	Shares	Sole	2022-11-09
2022-06-30	$34,346,624	502,764	-6.7%	Shares	Sole	2022-08-10
2022-03-31	$42,325,029	538,644	-7.8%	Shares	Sole	2022-05-04
2021-12-31	$65,717,111	584,416	-7.0%	Shares	Sole	2022-02-10
2021-09-30	$56,963,413	628,130	-3.0%	Shares	Sole	2021-11-10
2021-06-30	$62,251,776	647,268	-2.0%	Shares	Sole	2021-08-13
2021-03-31	$64,695,947	660,189	-4.0%	Shares	Sole	2021-05-14
2020-12-31	$50,723,077	687,353	+5.8%	Shares	Sole	2021-02-02
2020-09-30	$51,355,470	649,488	+3.7%	Shares	Sole	2020-11-05
2020-06-30	$37,360,032	626,305	+0.5%	Shares	Sole	2020-08-12
2020-03-31	$23,054,032	623,424	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.