Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership5,752,833 shares
Latest Disclosed Value $ 497,716,879
Geode Capital Management, Llc reports 2.33% increase in ownership of LEN / Lennar Corporation

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 5,752,833 shares of Lennar Corporation (MX:LEN) valued at $497,716,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,621,682 shares of Lennar Corporation. This represents a change in shares of 2.33% 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)
2026-05-15 2026-03-31 13F LENNAR CORP-A CL A 526057104 5,752,833 131,151 2.33 497,717 -13.54 0.0165
2026-02-09 2025-12-31 13F LENNAR CORP-A CL A 526057104 5,621,682 -315,736 -5.32 575,677 -22.76 0.0355
2025-11-12 2025-09-30 13F LENNAR CORP-A CL A 526057104 5,937,418 -55,051 -0.92 745,280 12.83 0.0475
2025-08-08 2025-06-30 13F LENNAR CORP-A CL A 526057104 5,992,469 36,390 0.61 660,561 -3.15 0.0463
2025-05-13 2025-03-31 13F LENNAR CORP-A CL A 526057104 5,956,079 101,687 1.74 682,020 -14.35 0.0536
2025-02-12 2024-12-31 13F LENNAR CORP-A CL A 526057104 5,854,392 51,244 0.88 796,305 -26.56 0.0617
2024-11-12 2024-09-30 13F LENNAR CORP-A CL A 526057104 5,803,148 -2,207 -0.04 1,084,320 24.96 0.0878
2024-08-09 2024-06-30 13F LENNAR CORP-A CL A 526057104 5,805,355 99,048 1.74 867,737 -11.33 0.0762
2024-05-13 2024-03-31 13F LENNAR CORP-A CL A 526057104 5,706,307 78,969 1.40 978,655 16.99 0.0905
2024-02-13 2023-12-31 13F LENNAR CORP-A CL A 526057104 5,627,338 80,853 1.46 836,516 34.67 0.0875
2023-11-13 2023-09-30 13F LENNAR CORP-A CL A 526057104 5,546,485 79,854 1.46 621,153 -9.10 0.0740
2023-08-11 2023-06-30 13F LENNAR CORP-A CL A 526057104 5,466,631 109,959 2.05 683,328 21.61 0.0803
2023-05-15 2023-03-31 13F LENNAR CORP-A CL A 526057104 5,356,672 138,790 2.66 561,890 119,197.03 0.0730
2023-02-13 2022-12-31 13F LENNAR CORP-A CL A 526057104 5,217,882 43,201 0.83 471 -99.88 0.0662
2022-11-14 2022-09-30 13F LENNAR CORP-A CL A 526057104 5,174,681 1,557 0.03 385,397 5.74 0.0585
2022-08-12 2022-06-30 13F LENNAR CORP-A CL A 526057104 5,173,124 29,645 0.58 364,471 -12.50 0.0534
2022-05-13 2022-03-31 13F LENNAR CORP-A CL A 526057104 5,143,479 -338,909 -6.18 416,559 -34.44 0.0520
2022-02-11 2021-12-31 13F LENNAR CORP-A CL A 526057104 5,482,388 313,720 6.07 635,338 31.55 0.0765
2021-11-12 2021-09-30 13F LENNAR CORP-A CL A 526057104 5,168,668 19,635 0.38 482,981 -5.34 0.0650
2021-08-13 2021-06-30 13F LENNAR CORP-A CL A 526057104 5,149,033 171,164 3.44 510,234 1.51 0.0703
2021-05-12 2021-03-31 13F LENNAR CORP-A CL A 526057104 4,977,869 153,782 3.19 502,648 37.01 0.0769
2021-02-12 2020-12-31 13F LENNAR CORP-A CL A 526057104 4,824,087 70,411 1.48 366,876 -5.33 0.0616
2020-11-13 2020-09-30 13F LENNAR CORP-A CL A 526057104 4,753,676 -24,780 -0.52 387,541 31.84 0.0759
2020-08-13 2020-06-30 13F LENNAR CORP-A CL A 526057104 4,778,456 -117,292 -2.40 293,947 57.45 0.0629
2020-05-14 2020-03-31 13F LENNAR CORP-A CL A 526057104 4,895,748 112,510 2.35 186,692 -29.91 0.0487
2020-02-20 2019-12-31 13F/A-1 LENNAR CORP-A CL A 526057104 4,783,238 535,343 12.60 266,359 12.45 0.0557
2020-02-13 2019-12-31 13F LENNAR CORP-A CL A 526057104 4,783,238 535,343 266,359 33,945.1191
2019-11-12 2019-09-30 13F LENNAR CORP-A CL A 526057104 4,247,895 93,262 2.24 236,874 17.85 0.0553
2019-08-14 2019-06-30 13F LENNAR CORP-A CL A 526057104 4,154,633 117,637 2.91 200,988 1.60 0.0486
2019-05-14 2019-03-31 13F LENNAR CORP-A CL A 526057104 4,036,996 166,108 4.29 197,831 30.77 0.0513
2019-03-06 2018-12-31 13F/A-1 LENNAR CORP-A CL A 526057104 3,870,888 294,345 8.23 151,286 -9.23 0.0468
2019-02-13 2018-12-31 13F LENNAR CORP-A CL A 526057104 3,870,888 294,345 151,286
2018-11-13 2018-09-30 13F LENNAR CORP-A CL A 526057104 3,576,543 325,535 10.01 166,678 -2.14 0.0470
2018-08-14 2018-06-30 13F LENNAR CORP-A CL A 526057104 3,251,008 103,155 3.28 170,329 -7.98 0.0524
2018-05-15 2018-03-31 13F LENNAR CORP-A CL A 526057104 3,147,853 983,898 45.47 185,108 35.55 0.0603
2018-02-13 2017-12-31 13F LENNAR CORP-A CL A 526057104 2,163,955 79,469 3.81 136,560 24.33 0.0464
2017-11-14 2017-09-30 13F LENNAR CORP-A CL A 526057104 2,084,486 47,271 2.32 109,841 1.30 0.0405
2017-08-14 2017-06-30 13F LENNAR CORP-A CL A 526057104 2,037,215 -10,200 -0.50 108,431 3.60 0.0426
2017-06-21 2017-03-31 13F/A-1 LENNAR CORP COM CL A 526057104 2,047,415 256,503 14.32 104,663 36.29 0.0429
2017-05-12 2017-03-31 13F LENNAR CORP COM CL A 526057104 2,047,415 104,663
2017-02-14 2016-12-31 13F LENNAR CORP COM CL A 526057104 1,790,912 168,920 10.41 76,793 12.00 0.0357
2016-11-10 2016-09-30 13F LENNAR CORP COM CL A 526057104 1,621,992 120,287 8.01 68,566 -0.79 0.0345
2016-08-12 2016-06-30 13F LENNAR CORP COM CL A 526057104 1,501,705 13,473 0.91 69,109 -3.78 0.0376
2016-05-13 2016-03-31 13F LENNAR CORP COM CL A 526057104 1,488,232 60,792 4.26 71,827 3.09 0.0381
2016-02-12 2015-12-31 13F LENNAR CORP COM CL A 526057104 1,427,440 40,461 2.92 69,672 4.57 0.0397
2015-11-13 2015-09-30 13F LENNAR CORP COM CL A 526057104 1,386,979 -234 -0.02 66,624 -5.72 0.0404
2015-08-14 2015-06-30 13F LENNAR CORP COM CL A 526057104 1,387,213 -26,462 -1.87 70,663 -3.37 0.0403
2015-05-14 2015-03-31 13F LENNAR CORP COM CL A 526057104 1,413,675 56,681 4.18 73,128 20.41 0.0418
2015-02-12 2014-12-31 13F LENNAR CORP COM CL A 526057104 1,356,994 76,305 5.96 60,731 22.28 0.0361
2014-11-14 2014-09-30 13F LENNAR CORP COM CL A 526057104 1,280,689 -4,643 -0.36 49,665 -7.90 0.0322
2014-08-13 2014-06-30 13F LENNAR CORP COM CL A 526057104 1,285,332 -15,315 -1.18 53,926 4.69 0.0349
2014-05-14 2014-03-31 13F LENNAR CORP COM CL A 526057104 1,300,647 85,568 7.04 51,509 7.19 0.0346
2014-02-14 2013-12-31 13F LENNAR CORP COM CL A 526057104 1,215,079 73,509 6.44 48,054 18.94 0.0333
2013-11-14 2013-09-30 13F LENNAR CORP COM CL A 526057104 1,141,570 20,296 1.81 40,402 0.00 0.0324
2013-08-14 2013-06-30 13F LENNAR CORP COM CL A 526057104 1,121,274 1,121,274 40,403 0.0355
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.