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BANK OF MONTREAL /CAN/

Bank

Position in LEN — Lennar Corp /New/

CIK 927971 TORONTO, A6

Position in LEN

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$15,098,346
-$1,723,639 QoQ
Shares Held
173,864
+6.2% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Derivatives in LEN

reported options exposure · as of Dec 31, 2024
CallValue
$20,728,231
CallShares
152,000
PutValue
$1,500,069
PutShares
11,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $154,632,830 across 15 Residential Construction names. LEN ranks #4 (9.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 LEN
Lennar Corp /New/
This page
173,864 $15,098,346

All Filings in LEN

Export CSV
30 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,098,346 173,864
2025-12-31 $16,821,985 163,638
2025-09-30 $21,187,321 168,100
2025-06-30 $19,222,577 173,787
2025-03-31 $21,627,876 188,429
2024-12-31 $38,475,141 282,138
2024-12-31 $20,728,231 152,000
2024-12-31 $1,500,069 11,000
2024-09-30 $2,062,279 11,000
2024-09-30 $47,698,657 254,420
2024-09-30 $28,496,959 152,000
2024-06-30 $404,649 2,700
2024-06-30 $41,158,350 274,627
2024-03-31 $53,991,756 313,942
2023-12-31 $106,820,542 716,724
2023-09-30 $26,087,068 232,443
2023-06-30 $46,997,901 375,053
2023-03-31 $14,993,522 142,646
2022-12-31 $12,668,908 139,988
2022-09-30 $8,789,288 117,898
2022-06-30 $8,626,547 122,241
2022-03-31 $12,363,491 152,316
2021-12-31 $20,076,049 172,831
2021-09-30 $55,176,098 588,985
2021-06-30 $67,013,469 674,519
2021-03-31 $89,154,042 880,708
2020-12-31 $69,568,207 912,609
2020-09-30 $61,350,278 751,105
2020-06-30 $37,350,034 606,135
2020-03-31 $13,851,481 362,604