SEC 13F Intelligence

Rheos Capital Works Inc. / LEN

Rheos Capital Works Inc.’s Lennar Corp Position

Does Rheos Capital Works Inc. own Lennar Corp (LEN)? Not currently — the last reported position was 113.0K shares worth $11M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q3 2021
Shares
113.0K
% of Portfolio
+0.55%
Quarters Held
2
position exited

Position History LEN

Reported value by quarter
Q2 ’21: $5MQ2 ’21Q3 ’21: $11MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021113.0K$11M+0.55%
Q2 202150.0K$5M+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of LEN.