Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionRFG Advisory, LLC
Latest Disclosed Ownership2,625 shares
Latest Disclosed Value $ 227,941
RFG Advisory, LLC reports 22.34% decrease in ownership of LEN / Lennar Corporation

On April 17, 2026 - RFG Advisory, LLC filed a 13F-HR form disclosing ownership of 2,625 shares of Lennar Corporation (MX:LEN) valued at $227,941 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,380 shares of Lennar Corporation. This represents a change in shares of -22.34% 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)
2026-04-17 2026-03-31 13F LENNAR CL A 526057104 2,625 -755 -22.34 228 -34.58 0.0042
2026-02-03 2025-12-31 13F LENNAR CL A 526057104 3,380 -875 -20.56 347 -35.26 0.0065
2025-11-06 2025-09-30 13F LENNAR CL A 526057104 4,255 87 2.09 536 16.27 0.0111
2025-07-28 2025-06-30 13F LENNAR CL A 526057104 4,168 -252 -5.70 461 -9.07 0.0108
2025-04-09 2025-03-31 13F LENNAR CL A 526057104 4,420 -205 -4.43 507 -19.52 0.0137
2025-01-21 2024-12-31 13F LENNAR CL A 526057104 4,625 141 3.14 631 -25.00 0.0178
2024-10-17 2024-09-30 13F LENNAR CL A 526057104 4,484 615 15.90 841 45.08 0.0256
2024-07-15 2024-06-30 13F LENNAR CL A 526057104 3,869 -9 -0.23 580 -13.06 0.0189
2024-04-11 2024-03-31 13F LENNAR CL A 526057104 3,878 31 0.81 667 16.23 0.0227
2024-01-25 2023-12-31 13F LENNAR CL A 526057104 3,847 79 2.10 573 35.78 0.0224
2023-10-16 2023-09-30 13F LENNAR CL A 526057104 3,768 488 14.88 423 2.93 0.0189
2023-08-03 2023-06-30 13F LENNAR CL A 526057104 3,280 9 0.28 411 19.53 0.0183
2023-05-09 2023-03-31 13F LENNAR CL A 526057104 3,271 -574 -14.93 344 -14.68 0.0168
2023-02-15 2022-12-31 13F LENNAR CL A 526057104 3,845 595 18.31 403 58.89 0.0203
2022-11-10 2022-09-30 13F LENNAR CL A 526057104 3,250 -36 -1.10 253 -8.99 0.0144
2022-08-09 2022-06-30 13F LENNAR CL A 526057104 3,286 28 0.86 278 5.30 0.0161
2022-05-11 2022-03-31 13F LENNAR CL A 526057104 3,258 -338 -9.40 264 -36.84 0.0168
2022-02-02 2021-12-31 13F LENNAR CL A 526057104 3,596 356 10.99 418 37.95 0.0287
2021-10-19 2021-09-30 13F LENNAR CL A 526057104 3,240 -392 -10.79 303 -16.07 0.0249
2021-07-29 2021-06-30 13F LENNAR CL A 526057104 3,632 -39 -1.06 361 -2.96 0.0321
2021-04-19 2021-03-31 13F LENNAR CL A 526057104 3,671 -49 -1.32 372 36.26 0.0405
2021-02-02 2020-12-31 13F LENNAR CL A 526057104 3,720 403 12.15 273 0.74 0.0357
2020-10-13 2020-09-30 13F LENNAR CL A 526057104 3,317 -1,204 -26.63 271 -2.87 0.0380
2020-08-03 2020-06-30 13F LENNAR CL A 526057104 4,521 4,521 279 0.0434
2020-04-17 2020-03-31 13F LENNAR CL A 526057104 0 -4,865 -100.00 0 -100.00
2020-01-22 2019-12-31 13F LENNAR CL A 526057104 4,865 138 2.92 271 2.65 0.0461
2019-11-13 2019-09-30 13F LENNAR CL A 526057104 4,727 144 3.14 264 18.92 0.0525
2019-08-23 2019-06-30 13F/A-1 LENNAR CL A 526057104 4,583 3 0.07 222 -1.33 0.0506
2019-04-25 2019-03-31 13F LENNAR CL A 526057104 4,580 -12,700 -73.50 225 -66.72 0.0574
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 17,280 7,867 83.58 676 53.99 0.1661
2018-11-13 2018-09-30 13F LENNAR CL A 526057104 9,413 600 6.81 439 -5.18 0.1151
2018-07-24 2018-06-30 13F LENNAR CL A 526057104 8,813 8,813 463 0.1395
2017-11-02 2017-09-30 13F LENNAR CL A 526057104 0 -10,920 -100.00 0 -100.00
2017-08-07 2017-06-30 13F LENNAR CL A 526057104 10,920 10,920 583 0.1551
2015-11-10 2015-09-30 13F LENNAR CL A 526057104 0 -5,800 -100.00 0 -100.00
2015-08-11 2015-06-30 13F LENNAR CL A 526057104 5,800 5,800 296 0.1336
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.