Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionCidel Asset Management Inc
Latest Disclosed Ownership4,216 shares
Latest Disclosed Value $ 366,120
Cidel Asset Management Inc reports 25.55% increase in ownership of LEN / Lennar Corporation

On April 17, 2026 - Cidel Asset Management Inc filed a 13F-HR form disclosing ownership of 4,216 shares of Lennar Corporation (MX:LEN) valued at $366,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,358 shares of Lennar Corporation. This represents a change in shares of 25.55% 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 4,216 858 25.55 366 6.09 0.0200
2026-01-21 2025-12-31 13F LENNAR CL A 526057104 3,358 344 11.41 345 -8.97 0.0244
2025-11-07 2025-09-30 13F LENNAR CL A 526057104 3,014 307 11.34 380 26.76 0.0218
2025-07-29 2025-06-30 13F LENNAR CL A 526057104 2,707 372 15.93 299 11.57 0.0180
2025-04-28 2025-03-31 13F LENNAR CL A 526057104 2,335 263 12.69 268 -4.96 0.0175
2025-01-28 2024-12-31 13F LENNAR CL A 526057104 2,072 0 0.00 283 -27.32 0.0190
2024-11-04 2024-09-30 13F LENNAR CL A 526057104 2,072 -151 -6.79 388 16.52 0.0274
2024-07-22 2024-06-30 13F LENNAR CL A 526057104 2,223 0 0.00 333 -12.83 0.0258
2024-05-08 2024-03-31 13F LENNAR CL A 526057104 2,223 -185 -7.68 382 6.70 0.0291
2024-02-12 2023-12-31 13F LENNAR CL A 526057104 2,408 2,408 359 0.0154
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.