Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionColony Group, LLC
Latest Disclosed Ownership14,837 shares
Latest Disclosed Value $ 1,525,233
Colony Group, LLC reports 277.72% increase in ownership of LEN / Lennar Corporation

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 14,837 shares of Lennar Corporation (MX:LEN) valued at $1,525,233 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 3,928 shares of Lennar Corporation. This represents a change in shares of 277.72% 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)
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 14,837 10,909 277.72 1,525 208.70 0.0017
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 3,928 -1,497 -27.59 495 -17.67 0.0008
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 5,425 1,799 49.61 600 44.23 0.0013
2025-05-20 2025-03-31 13F/A-1 LENNAR CL A 526057104 3,626 -801 -18.09 416 -31.01 0.0010
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 3,626 -648 416 0.0010
2025-05-29 2024-12-31 13F/A-2 LENNAR CL A 526057104 4,427 1,122 33.95 604 -2.58 0.0016
2025-05-20 2024-12-31 13F/A-1 LENNAR CL A 526057104 4,274 969 604 0.0016
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 4,274 969 604 0.0016
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 3,305 -3,487 -51.34 620 61,800.00 0.0020
2024-08-15 2024-06-30 13F LENNAR CL B 526057104 6,792 5,588 464.12 1 0.0034
2024-05-16 2024-03-31 13F LENNAR Class A 526057104 1,204 1,204 0 0.0017
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.