Position in LEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$28,728,855
+$1,419,412 QoQ
Shares Held
317,481
+1.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#82
of 949 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $46,833,851 across 2 Residential Construction names. LEN ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
317,481 | $28,728,855 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
131,951 | $18,104,996 |
All Filings in LEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,728,855 | 317,481 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $27,309,443 | 314,480 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,096,588 | 302,496 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,315,907 | 303,998 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $33,601,990 | 303,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,982,074 | 304,775 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||