Position in LEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,491,927
+$348,548 QoQ
Shares Held
259,608
-2.6% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#92
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $74,231,005 across 8 Residential Construction names. LEN ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
195,686 | $31,873,334 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
259,608 | $23,491,927 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
81,284 | $11,152,976 | |
| 4 | TOL |
Toll Brothers, Inc.
|
18,216 | $3,001,085 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
3,329 | $2,045,270 | |
| 6 | IBP |
Installed Building Products, Inc.
|
4,549 | $1,045,541 | |
| 7 | NVR |
Nvr Inc
|
150 | $1,022,009 | |
| 8 | SKY |
Champion Homes, Inc.
|
6,796 | $598,863 |
All Filings in LEN
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,491,927 | 259,608 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $23,143,379 | 266,506 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $25,673,682 | 249,744 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $31,996,639 | 253,861 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $23,705,270 | 214,314 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 LEN-B | $213,558 | 1,958 | Shares | Defined | 2025-04-29 | |
| 2025-03-31 | $10,441,076 | 90,966 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 LEN-B | — | 1,737 | Shares | Defined | 2025-01-31 | |
| 2024-12-31 | $14,255,158 | 104,533 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 LEN-B | — | 1,749 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $20,735,474 | 110,601 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 LEN-B | — | 1,604 | Shares | Defined | 2024-08-21 | |
| 2024-06-30 | $19,656,950 | 131,160 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 LEN-B | — | 1,472 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $20,663,744 | 120,152 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,225,652 | 122,287 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $14,264,877 | 127,104 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,463,981 | 131,386 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $32,813,561 | 312,183 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $35,273,818 | 389,766 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $30,837,439 | 413,648 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $33,153,438 | 469,795 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $42,590,811 | 524,711 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $62,799,127 | 540,626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,360,865 | 569,608 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $64,052,839 | 644,719 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $72,159,151 | 712,824 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $56,414,334 | 740,054 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $66,274,686 | 811,394 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $71,231,299 | 1,155,977 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $51,167,754 | 1,339,469 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||