SEC 13F Intelligence

Pacific Heights Asset Management LLC / LEN

Pacific Heights Asset Management LLC’s Lennar Corp Position

Does Pacific Heights Asset Management LLC own Lennar Corp (LEN)? Yes — 275.0K shares worth $24M (+0.80% of its 13F portfolio) as of Q1 2026, up from 225.0K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
275.0K
% of Portfolio
+0.80%
Quarters Held
30
currently held

Position History LEN

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $7MQ3 ’20: $9MQ4 ’20: $8MQ4 ’20Q1 ’21: $11MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $19MQ4 ’23Q1 ’24: $22MQ2 ’24: $19MQ3 ’24: $24MQ4 ’24: $27MQ4 ’24Q1 ’25: $15MQ2 ’25: $15MQ3 ’25: $22MQ4 ’25: $23MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026275.0K$24M+0.80%
Q4 2025225.0K$23M+0.87%
Q3 2025175.0K$22M+0.98%
Q2 2025140.0K$15M+0.83%
Q1 2025133.0K$15M+1.04%
Q4 202460.0K$27M+1.87%
Q3 2024130.0K$24M+1.81%
Q2 2024130.0K$19M+1.53%
Q1 2024130.0K$22M+1.83%
Q4 2023130.0K$19M+1.66%
Q3 2023130.0K$15M+1.38%
Q2 2023130.0K$16M+1.48%
Q1 2023130.0K$14M+1.28%
Q4 2022130.0K$12M+1.15%
Q3 2022130.0K$10M+1.03%
Q2 2022130.0K$9M+0.93%
Q1 2022105.0K$9M+0.73%
Q4 2021105.0K$12M+1.03%
Q3 2021105.0K$10M+0.93%
Q2 2021105.0K$10M+0.96%
Q1 2021105.0K$11M+0.97%
Q4 2020106.0K$8M+0.80%
Q3 2020106.0K$9M+1.13%
Q2 2020106.0K$7M+0.97%
Q1 2020100.0K$4M+0.64%
Q4 2019106.0K$6M+0.74%
Q3 2019106.0K$6M+0.80%
Q2 2019106.0K$5M+0.67%
Q1 2019106.0K$5M+0.68%
Q4 2018106.0K$4M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pacific Heights Asset Management LLC’s full portfolio or all institutional holders of LEN.