Position in LEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,143,379
-$2,530,303 QoQ
Shares Held
266,506
+6.7% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22.912429738917698.ToString("F0")%
Shared 0.07504521474188199.ToString("F0")%
None 77.01252504634041.ToString("F0")%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $67,435,199 across 8 Residential Construction names. LEN ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
205,969 | $28,263,064 | |
| 2 | LEN |
Lennar Corp /New/
This page
|
266,506 | $23,143,379 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
80,151 | $9,426,558 | |
| 4 | TOL |
Toll Brothers, Inc.
|
15,936 | $2,174,785 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
3,318 | $1,606,873 | |
| 6 | IBP |
Installed Building Products, Inc.
|
4,666 | $1,237,189 | |
| 7 | NVR |
Nvr Inc
|
163 | $1,074,141 | |
| 8 | SKY |
Champion Homes, Inc.
|
6,847 | $509,210 |
All Filings in LEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $10,441,076 | 90,966 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $13,799,766 | 104,533 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $20,073,062 | 110,601 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,028,993 | 131,160 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $20,003,624 | 120,152 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,643,419 | 122,287 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $13,809,173 | 127,104 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,938,027 | 131,386 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $31,765,305 | 312,183 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $34,146,970 | 389,766 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $29,852,313 | 413,648 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $32,094,325 | 469,795 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $41,230,213 | 524,711 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $60,792,959 | 540,626 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $51,656,210 | 569,608 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $62,006,621 | 644,719 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $69,853,969 | 712,824 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $54,612,133 | 740,054 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $64,157,488 | 811,394 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $68,955,759 | 1,155,977 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $49,533,159 | 1,339,469 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||