Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionBlair William & Co/il
Latest Disclosed Ownership21,873 shares
Latest Disclosed Value $ 1,899,426
Blair William & Co/il reports 0.80% decrease in ownership of LEN / Lennar Corporation

On May 8, 2026 - Blair William & Co/il filed a 13F-HR form disclosing ownership of 21,873 shares of Lennar Corporation (MX:LEN) valued at $1,899,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,050 shares of Lennar Corporation. This represents a change in shares of -0.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F LENNAR CL A 526057104 21,873 -177 -0.80 1,899 -16.20 0.0054
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 22,050 288 1.32 2,267 -17.36 0.0061
2025-11-12 2025-09-30 13F LENNAR CL A 526057104 21,762 299 1.39 2,743 15.50 0.0073
2025-07-24 2025-06-30 13F LENNAR CL A 526057104 21,463 238 1.12 2,374 -2.55 0.0066
2025-05-09 2025-03-31 13F LENNAR CL A 526057104 21,225 42 0.20 2,436 -15.65 0.0073
2025-02-12 2024-12-31 13F LENNAR CL A 526057104 21,183 47 0.22 2,889 -27.11 0.0084
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 21,136 -54 -0.25 3,962 24.79 0.0116
2024-08-12 2024-06-30 13F LENNAR CL A 526057104 21,190 172 0.82 3,176 -12.15 0.0098
2024-05-09 2024-03-31 13F LENNAR CL A 526057104 21,018 267 1.29 3,615 16.88 0.0114
2024-02-12 2023-12-31 13F LENNAR CL A 526057104 20,751 206 1.00 3,093 34.14 0.0105
2023-11-09 2023-09-30 13F LENNAR CL A 526057104 20,545 185 0.91 2,306 -9.64 0.0088
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 20,360 -222 -1.08 2,551 17.94 0.0093
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 20,582 123 0.60 2,163 16.86 0.0086
2023-02-10 2022-12-31 13F LENNAR CL A 526057104 20,459 -85 -0.41 1,852 20.82 0.0081
2022-11-09 2022-09-30 13F LENNAR CL A 526057104 20,544 192 0.94 1,532 6.69 0.0070
2022-08-10 2022-06-30 13F LENNAR CL A 526057104 20,352 122 0.60 1,436 -12.55 0.0064
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 20,230 -812 -3.86 1,642 -32.82 0.0058
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 21,042 71 0.34 2,444 24.38 0.0077
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 20,971 60 0.29 1,965 -5.44 0.0067
2021-08-12 2021-06-30 13F LENNAR CL A 526057104 20,911 145 0.70 2,078 -1.14 0.0072
2021-05-13 2021-03-31 13F LENNAR CL A 526057104 20,766 1,033 5.23 2,102 39.76 0.0079
2021-02-09 2020-12-31 13F LENNAR CL A 526057104 19,733 212 1.09 1,504 -5.65 0.0055
2020-11-06 2020-09-30 13F LENNAR CL A 526057104 19,521 80 0.41 1,594 33.06 0.0068
2020-08-12 2020-06-30 13F LENNAR CL A 526057104 19,441 -1,025 -5.01 1,198 53.20 0.0057
2020-05-11 2020-03-31 13F LENNAR CL A 526057104 20,466 1,382 7.24 782 -26.57 0.0049
2020-02-13 2019-12-31 13F LENNAR CL A 526057104 19,084 753 4.11 1,065 4.00 0.0055
2019-11-12 2019-09-30 13F LENNAR CL A 526057104 18,331 16 0.09 1,024 15.32 0.0059
2019-08-13 2019-06-30 13F LENNAR CL A 526057104 18,315 -69 -0.38 888 -1.55 0.0051
2019-05-14 2019-03-31 13F LENNAR CL A 526057104 18,384 58 0.32 902 25.80 0.0055
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 18,326 -619 -3.27 717 -18.98 0.0052
2018-11-13 2018-09-30 13F LENNAR CL A 526057104 18,945 14 0.07 885 -10.97 0.0054
2018-08-13 2018-06-30 13F LENNAR CL A 526057104 18,931 -637 -3.26 994 -13.79 0.0068
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 19,568 87 0.45 1,153 -6.41 0.0082
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 19,481 788 4.22 1,232 24.82 0.0084
2017-11-13 2017-09-30 13F LENNAR CORP-A COM 526057104 18,693 13 0.07 987 -0.90 0.0074
2017-08-04 2017-06-30 13F LENNAR CORP-A COM 526057104 18,680 18,680 996 0.0075
2016-02-16 2015-12-31 13F LENNAR CORP-A COM 526057104 0 0 0 0.0000
2015-11-12 2015-09-30 13F LENNAR CORP-A COM 526057104 0 -21,829 -100.00 0 -100.00
2015-08-03 2015-06-30 13F LENNAR CORP-A COM 526057104 21,829 -6,887 -23.98 1,114 -25.13 0.0017
2015-05-11 2015-03-31 13F LENNAR CORP-A COM 526057104 28,716 28,716 1,488 0.0023
2015-02-05 2014-12-31 13F LENNAR CORP-A COM 526057104 0 -31,322 -100.00 0 -100.00
2014-11-04 2014-09-30 13F LENNAR CORP-A COM 526057104 31,322 65 0.21 1,216 -7.32 0.0021
2014-08-01 2014-06-30 13F LENNAR CORP-A COM 526057104 31,257 -2,777 -8.16 1,312 -2.67 0.0021
2014-05-06 2014-03-31 13F LENNAR CORP-A COM 526057104 34,034 -1,136 -3.23 1,348 -3.09 0.0022
2014-02-11 2013-12-31 13F LENNAR CORP-A COM 526057104 35,170 35,170 1,391 0.0023
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.