Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAsset Management One Co., Ltd.
Latest Disclosed Ownership89,675 shares
Latest Disclosed Value $ 7,787,377
Asset Management One Co., Ltd. reports 0.19% decrease in ownership of LEN / Lennar Corporation

On May 8, 2026 - Asset Management One Co., Ltd. filed a 13F-HR form disclosing ownership of 89,675 shares of Lennar Corporation (MX:LEN) valued at $7,787,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 89,844 shares of Lennar Corporation. This represents a change in shares of -0.19% 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 89,675 -169 -0.19 7,787 -16.58 0.0230
2026-01-27 2025-12-31 13F LENNAR CL A 526057104 89,844 -6,324 -6.58 9,336 -22.98 0.0260
2025-10-22 2025-09-30 13F LENNAR CL A 526057104 96,168 -4,927 -4.87 12,121 8.40 0.0351
2025-07-31 2025-06-30 13F LENNAR CL A 526057104 101,095 836 0.83 11,182 -2.82 0.0351
2025-04-23 2025-03-31 13F LENNAR CL A 526057104 100,259 7,838 8.48 11,508 -9.24 0.0398
2025-01-30 2024-12-31 13F LENNAR CL A 526057104 92,421 -9,042 -8.91 12,679 -33.35 0.0436
2024-10-30 2024-09-30 13F LENNAR CL A 526057104 101,463 8,092 8.67 19,022 35.94 0.0677
2024-07-18 2024-06-30 13F LENNAR CL A 526057104 93,371 -3,560 -3.67 13,994 -16.06 0.0535
2024-05-02 2024-03-31 13F LENNAR CL A 526057104 96,931 -12,091 -11.09 16,670 2.50 0.0642
2024-01-24 2023-12-31 13F LENNAR CL A 526057104 109,022 -1,644 -1.49 16,264 30.94 0.0655
2023-10-19 2023-09-30 13F LENNAR CL A 526057104 110,666 6,631 6.37 12,420 -4.73 0.0553
2023-07-31 2023-06-30 13F LENNAR CL A 526057104 104,035 -2,670 -2.50 13,037 16.24 0.0552
2023-04-25 2023-03-31 13F LENNAR CL A 526057104 106,705 2,300 2.20 11,216 18.49 0.0508
2023-02-06 2022-12-31 13F LENNAR CL A 526057104 104,405 -3,376 -3.13 9,466 17.80 0.0461
2022-11-04 2022-09-30 13F LENNAR CL A 526057104 107,781 -1,430 -1.31 8,035 4.26 0.0409
2022-07-29 2022-06-30 13F LENNAR CL A 526057104 109,211 -4,981 -4.36 7,707 -16.84 0.0362
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 114,192 -8,784 -7.14 9,268 -35.08 0.0362
2022-02-09 2021-12-31 13F LENNAR CL A 526057104 122,976 -2,636 -2.10 14,277 21.33 0.0497
2021-11-02 2021-09-30 13F LENNAR CL A 526057104 125,612 -1,940 -1.52 11,767 -7.14 0.0451
2021-08-03 2021-06-30 13F LENNAR CL A 526057104 127,552 -4,693 -3.55 12,672 -5.34 0.0472
2021-05-14 2021-03-31 13F LENNAR CL A 526057104 132,245 -4,626 -3.38 13,387 25.56 0.0532
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 136,871 -142 -0.10 10,662 -4.74 0.0439
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 137,013 -9,202 -6.29 11,193 24.26 0.0515
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 146,215 -4,432 -2.94 9,008 56.55 0.0443
2020-05-14 2020-03-31 13F LENNAR CL A 526057104 150,647 -2,686 -1.75 5,754 -32.73 0.0336
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 153,333 404 0.26 8,554 0.14 0.0386
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 152,929 4,120 2.77 8,542 18.46 0.0411
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 148,809 6,691 4.71 7,211 3.34 0.0354
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 142,118 -361,104 -71.76 6,978 -64.60 0.0377
2019-02-13 2018-12-31 13F LENNAR CL A 526057104 503,222 3,232 0.65 19,711 -15.60 0.0470
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 499,990 -3,970 -0.79 23,354 -11.69 0.0479
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 503,960 -77,094 -13.27 26,446 -22.78 0.0578
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 581,054 269,826 86.70 34,248 73.92 0.0771
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 311,228 -1,899 -0.61 19,692 19.17 0.0434
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 313,127 924 0.30 16,524 -0.68 0.0388
2017-08-14 2017-06-30 13F LENNAR CL A 526057104 312,203 2,081 0.67 16,637 4.79 0.0425
2017-05-11 2017-03-31 13F LENNAR CL A 526057104 310,122 -2,416 -0.77 15,877 18.34 0.0417
2017-05-02 2016-12-31 13F/A-1 LENNAR CL A 526057104 312,538 243,802 354.69 13,416 361.35 0.0343
2017-02-13 2016-12-31 13F LENNAR CL A 526057104 312,538 13,416
2016-11-07 2016-09-30 13F LENNAR CORP-A Com 526057104 68,736 51,000 287.55 2,908 257.69 0.0432
2016-08-03 2016-06-30 13F LENNAR CORP-A Com 526057104 17,736 2,612 17.27 813 12.29 0.0122
2016-05-05 2016-03-31 13F LENNAR CORP-A Com 526057104 15,124 0 0.00 724 -3.21 0.0106
2016-01-28 2015-12-31 13F LENNAR CORP-A Com 526057104 15,124 -3,910 -20.54 748 -16.61 0.0112
2015-11-12 2015-09-30 13F LENNAR CORP-A Com 526057104 19,034 -368 -1.90 897 -9.03 0.0137
2015-08-06 2015-06-30 13F LENNAR CORP-A Com 526057104 19,402 4,278 28.29 986 26.57 0.0137
2015-05-11 2015-03-31 13F LENNAR COM 526057104 15,124 0 0.00 779 16.27 0.0096
2015-02-09 2014-12-31 13F LENNAR COM 526057104 15,124 -5,409 -26.34 670 -16.98 0.0087
2014-11-05 2014-09-30 13F LENNAR COM 526057104 20,533 -74,170 -78.32 807 -79.66 0.0111
2014-08-12 2014-06-30 13F LENNAR CORP-A Com 526057104 94,703 72,000 317.14 3,967 341.76 0.0592
2014-05-05 2014-03-31 13F LENNAR CORP-A Com 526057104 22,703 2,170 10.57 898 10.59 0.0142
2014-02-05 2013-12-31 13F/A-1 LENNAR COM 526057104 20,533 -51,460 -71.48 812 -68.23 0.0126
2014-01-29 2013-12-31 13F LENNAR COM 526057104 20,533 812
2014-02-05 2013-09-30 13F/A-1 LENNAR CORP-A COM 526057104 71,993 53,592 291.25 2,556 272.05 0.0385
2013-11-06 2013-09-30 13F LENNAR CORP-A Com 526057104 71,993 2,556
2014-02-12 2013-06-30 13F/A-1 LENNAR Com 526057104 18,401 18,401 687 0.0112
2013-08-05 2013-06-30 13F LENNAR Com 526057104 18,401 687
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.