Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionFactory Mutual Insurance Co
Latest Disclosed Ownership139,500 shares
Latest Disclosed Value $ 12,114,180
Factory Mutual Insurance Co reports 2.01% increase in ownership of LEN / Lennar Corporation

On May 5, 2026 - Factory Mutual Insurance Co filed a 13F-HR form disclosing ownership of 139,500 shares of Lennar Corporation (MX:LEN) valued at $12,114,180 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 136,750 shares of Lennar Corporation. This represents a change in shares of 2.01% 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)
2026-05-05 2026-03-31 13F LENNAR CL A 526057104 139,500 2,750 2.01 12,114 -13.82 0.1363
2026-01-23 2025-12-31 13F LENNAR CL A 526057104 136,750 -2,750 -1.97 14,058 -20.05 0.1425
2025-11-10 2025-09-30 13F LENNAR CL A 526057104 139,500 0 0.00 17,583 13.95 0.1712
2025-08-07 2025-06-30 13F LENNAR CL A 526057104 139,500 0 0.00 15,430 -3.63 0.1687
2025-04-17 2025-03-31 13F LENNAR CL A 526057104 139,500 0 0.00 16,012 -15.83 0.1857
2025-01-24 2024-12-31 13F LENNAR CL A 526057104 139,500 0 0.00 19,024 -27.26 0.2057
2024-10-10 2024-09-30 13F LENNAR CL A 526057104 139,500 0 0.00 26,153 25.10 0.2705
2024-07-23 2024-06-30 13F LENNAR CL A 526057104 139,500 0 0.00 20,907 -12.86 0.2382
2024-04-12 2024-03-31 13F LENNAR CL A 526057104 139,500 0 0.00 23,991 15.39 0.2756
2024-01-23 2023-12-31 13F LENNAR CL A 526057104 139,500 0 0.00 20,791 32.80 0.2582
2023-11-07 2023-09-30 13F LENNAR CL A 526057104 139,500 0 0.00 15,656 -10.43 0.2184
2023-07-27 2023-06-30 13F LENNAR CL A 526057104 139,500 0 0.00 17,481 19.22 0.2579
2023-05-08 2023-03-31 13F LENNAR CL A 526057104 139,500 0 0.00 14,663 16.14 0.2292
2023-02-02 2022-12-31 13F LENNAR CL A 526057104 139,500 0 0.00 12,625 21.38 0.1909
2022-11-04 2022-09-30 13F LENNAR CL A 526057104 139,500 0 0.00 10,400 5.64 0.1708
2022-08-08 2022-06-30 13F LENNAR CL A 526057104 139,500 0 0.00 9,845 -13.06 0.1614
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 139,500 -133,500 -48.90 11,324 -56.67 0.1531
2022-02-10 2021-12-31 13F LENNAR CL A 526057104 273,000 -44,919 -14.13 26,134 -12.25 0.3773
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 317,919 -3,000 -0.93 29,783 -6.59 0.3720
2021-07-14 2021-06-30 13F LENNAR CL A 526057104 320,919 -12,086 -3.63 31,884 -5.42 0.3900
2021-05-10 2021-03-31 13F LENNAR CL A 526057104 333,005 -9,995 -2.91 33,711 28.92 0.4313
2021-02-17 2020-12-31 13F LENNAR CL A 526057104 343,000 -64,800 -15.89 26,148 -21.50 0.3535
2020-10-19 2020-09-30 13F LENNAR CL A 526057104 407,800 0 0.00 33,309 32.56 0.5391
2020-07-13 2020-06-30 13F LENNAR CL A 526057104 407,800 0 0.00 25,128 61.30 0.4309
2020-04-16 2020-03-31 13F LENNAR CL A 526057104 407,800 110,000 36.94 15,578 -6.24 0.2958
2020-01-28 2019-12-31 13F LENNAR CL A 526057104 297,800 0 0.00 16,615 -0.10 0.2450
2019-10-22 2019-09-30 13F LENNAR CL A 526057104 297,800 0 0.00 16,632 15.25 0.2571
2019-07-16 2019-06-30 13F LENNAR CL A 526057104 297,800 0 0.00 14,431 -5.67 0.1725
2019-04-09 2019-03-31 13F LENNAR CL A 526057104 297,800 400 0.13 15,298 31.38 0.1806
2019-01-14 2018-12-31 13F LENNAR CL A 526057104 297,400 -583,900 -66.25 11,644 -71.70 0.1494
2018-10-10 2018-09-30 13F LENNAR CL A 526057104 881,300 18,200 2.11 41,149 -9.19 0.4272
2018-07-19 2018-06-30 13F LENNAR CL A 526057104 863,100 0 0.00 45,314 -10.92 0.4862
2018-04-05 2018-03-31 13F LENNAR CL A 526057104 863,100 -175,000 -16.86 50,871 -22.51 0.5571
2018-01-16 2017-12-31 13F LENNAR CL A 526057104 1,038,100 0 0.00 65,650 19.77 0.6867
2017-10-11 2017-09-30 13F LENNAR CL A 526057104 1,038,100 -38,900 -3.61 54,812 -4.55 0.6009
2017-07-10 2017-06-30 13F LENNAR CL A 526057104 1,077,000 -11,000 -1.01 57,426 3.11 0.6642
2017-04-21 2017-03-31 13F LENNAR CL A 526057104 1,088,000 -178,000 -14.06 55,694 3.78 0.6597
2017-01-19 2016-12-31 13F LENNAR CL A 526057104 1,266,000 40,000 3.26 53,666 3.38 0.6368
2016-10-26 2016-09-30 13F LENNAR CL A 526057104 1,226,000 -50,000 -3.92 51,909 -11.76 0.6419
2016-07-12 2016-06-30 13F LENNAR CL A 526057104 1,276,000 -25,000 -1.92 58,824 -6.50 0.7750
2016-04-27 2016-03-31 13F LENNAR CL A 526057104 1,301,000 -39,000 -2.91 62,916 -4.00 0.8142
2016-01-14 2015-12-31 13F LENNAR CL A 526057104 1,340,000 -80,000 -5.63 65,539 -4.11 0.8816
2015-10-14 2015-09-30 13F LENNAR CL A 526057104 1,420,000 180,000 14.52 68,345 7.99 0.9349
2015-07-21 2015-06-30 13F LENNAR CL A 526057104 1,240,000 90,000 7.83 63,290 6.23 0.8266
2015-04-13 2015-03-31 13F LENNAR CL A 526057104 1,150,000 -375,000 -24.59 59,580 -12.81 0.7850
2015-01-12 2014-12-31 13F LENNAR CL A 526057104 1,525,000 50,000 3.39 68,335 19.31 0.9209
2014-11-04 2014-09-30 13F LENNAR CL A 526057104 1,475,000 180,000 13.90 57,274 5.35 0.7921
2014-08-12 2014-06-30 13F LENNAR CL A 526057104 1,295,000 265,000 25.73 54,364 33.22 0.7433
2014-05-15 2014-03-31 13F LENNAR CL A 526057104 1,030,000 -50,000 -4.63 40,809 -4.48 0.5908
2014-02-04 2013-12-31 13F LENNAR CL A 526057104 1,080,000 50,000 4.85 42,725 17.18 0.6283
2013-10-16 2013-09-30 13F LENNAR CL A 526057104 1,030,000 280,000 37.33 36,462 34.89 0.5782
2013-07-25 2013-06-30 13F LENNAR CL A 526057104 750,000 750,000 27,030 0.4430
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.