LECAP ASSET MANAGEMENT LTD AMH — AMERICAN HOMES 4 RENT

Ownership history in LECAP ASSET MANAGEMENT LTD  ·  5 quarters on record

AI Ownership Summary

LECAP ASSET MANAGEMENT LTD reported AMERICAN HOMES 4 RENT (AMH) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2023 Q4. The latest visible filing shows AMH at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LECAP ASSET MANAGEMENT LTD's position in AMERICAN HOMES 4 RENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMH was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMH stock page LECAP ASSET MANAGEMENT LTD fund profile LECAP ASSET MANAGEMENT LTD full holdings
How LECAP ASSET MANAGEMENT LTD held AMH — position size vs. price
% of Fund (quarterly)    AMH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 55,143 +28,497 +106.9% 0.58% $1.5M 2026-04-30 $31.84
2025 Q3 REDUCED 25.3% -2.6% ✅ 26,646 -9,044 -25.3% 0.31% $886K 2025-10-23 $32.59
2024 Q3 REDUCED 17.5% -2.9% ✅ 35,690 -7,551 -17.5% 0.30% $1.4M 2024-10-22 $36.16
2024 Q1 REDUCED 26.8% +2.4% ❌ 43,241 -15,818 -26.8% 0.33% $1.6M 2024-04-25 $33.42
2023 Q4 INITIATED — — — 59,059 — — 0.77% $2.1M 2024-01-29 $32.76

🏢 Other funds also holding AMH

As of 2026 Q1 — sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 3.36% B&I Capital AG 3Y 1.76% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.72% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.33% Pensionfund PDN 3Y 7Y 1.18% Pensionfund Sabic 3Y 7Y 1.14% Investure, LLC 3Y 7Y 1.09% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 0.89% Stonegate Management LLC 3Y 0.73% MQS Management LLC 3Y 0.37%

FAQ About LECAP ASSET MANAGEMENT LTD and AMH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LECAP ASSET MANAGEMENT LTD reported owning AMH?

LECAP ASSET MANAGEMENT LTD reported AMH across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMH position in LECAP ASSET MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for AMH was 0.77% in 2023 Q4.

What is the latest reported AMH position on this page?

The most recent filing on this page is 2026 Q1, when LECAP ASSET MANAGEMENT LTD reported 55,143 shares, equal to 0.58% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AMH ownership page compare?

The chart compares LECAP ASSET MANAGEMENT LTD's quarterly AMH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LECAP ASSET MANAGEMENT LTD time their AMH position?

Based on 13F filing dates vs. subsequent AMH price moves, LECAP ASSET MANAGEMENT LTD correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AMH relative to SPY over the holding period was -9.6%.

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