Position in LEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,125,373
+$1,383,823 QoQ
Shares Held
156,103
+6.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 949 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $99,186,183 across 8 Residential Construction names. LEN ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
246,378 | $40,130,046 | |
| 2 | TOL |
Toll Brothers, Inc.
|
97,442 | $16,053,568 | |
| 3 | LEN |
Lennar Corp /New/
This page
|
156,103 | $14,125,373 | |
| 4 | NVR |
Nvr Inc
|
2,046 | $13,940,214 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
100,095 | $13,734,033 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
66,796 | $1,152,898 | |
| 7 | IBP |
Installed Building Products, Inc.
|
194 | $44,588 | |
| 8 | SKY |
Champion Homes, Inc.
|
62 | $5,463 |
All Filings in LEN
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $19,160 | 216 | Shares | Defined | 2026-08-10 | |
| 2026-06-30 | $14,106,213 | 155,887 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 LEN-B | $20,187 | 240 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $12,721,363 | 146,492 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 LEN-B | $18,071 | 190 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $14,609,420 | 142,115 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 LEN-B | $13,197 | 110 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $17,951,750 | 142,429 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 LEN-B | $10,208 | 97 | Shares | Defined | 2025-08-18 | |
| 2025-06-30 | $17,953,107 | 162,310 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 LEN-B | $10,361 | 95 | Shares | Defined | 2025-05-12 | |
| 2025-03-31 | $20,222,628 | 176,186 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 LEN-B | — | 82 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $16,107,062 | 118,113 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 LEN-B | — | 82 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $23,693,158 | 126,377 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 LEN-B | — | 96 | Shares | Defined | 2024-08-02 | |
| 2024-06-30 | $21,089,407 | 140,718 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 LEN-B | — | 100 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $9,924,107 | 57,705 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 LEN-B | — | 106 | Shares | Defined | 2024-02-06 | |
| 2023-12-31 | $12,197,730 | 81,842 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 LEN-B | — | 109 | Shares | Defined | 2023-10-10 | |
| 2023-09-30 | $9,668,274 | 86,147 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 LEN-B | — | 31,111 | Shares | Defined | 2023-07-26 | |
| 2023-06-30 | $13,971,941 | 111,499 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 LEN-B | — | 31,113 | Shares | Defined | 2023-04-12 | |
| 2023-03-31 | $2,421,944 | 23,042 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 LEN-B | — | 33,738 | Shares | Defined | 2023-01-24 | |
| 2022-12-31 | $1,196,589 | 13,222 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 LEN-B | — | 15,115 | Shares | Defined | 2022-10-13 | |
| 2022-09-30 | $495,160 | 6,642 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 LEN-B | — | 15,114 | Shares | Defined | 2022-07-28 | |
| 2022-06-30 | $1,284,867 | 18,207 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 LEN-B | — | 15,071 | Shares | Defined | 2022-05-05 | |
| 2022-03-31 | $1,431,676 | 17,638 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 LEN-B | — | 30,070 | Shares | Defined | 2022-01-24 | |
| 2021-12-31 | $1,366,041 | 11,760 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||