Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionAxa S.a.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Axa S.a. closes position in LEN / Lennar Corporation

On November 14, 2025 - Axa S.a. filed a 13F-HR form disclosing ownership of 0 shares of Lennar Corporation (US:LEN) valued at $0 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 15,129 shares of Lennar Corporation. The current value of the position is $0 USD.

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)
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 0 -100.00 0
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 15,129 763 5.31 1,673 1.52 0.0048
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 14,366 438 3.14 1,649 -9.70 0.0054
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 13,928 -8,112 -36.81 1,825 -55.83 0.0055
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 22,040 1,513 7.37 4,132 34.33 0.0122
2025-02-25 2024-06-30 13F/A-1 LENNAR CL A 526057104 20,527 -12,684 -38.19 3,076 -46.14 0.0092
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 20,527 -12,684 3,076 0.0092
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 33,211 -92,492 -73.58 5,712 -69.52 0.0171
2024-07-16 2023-12-31 13F/A-1 LENNAR CL A 526057104 125,703 -24,074 -16.07 18,735 11.45 0.0604
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 125,703 -24,074 18,735 0.0367
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 149,777 20,993 16.30 16,809 4.16 0.0591
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 128,784 3,516 2.81 16,138 22.57 0.0536
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 125,268 121,965 3,692.55 13,167 4,318.12 0.0453
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 3,303 243 7.94 299 30.70 0.0011
2023-02-14 2022-09-30 13F/A-1 Lennar CL A 526057104 3,060 52 1.73 228 7.55 0.0009
2022-11-14 2022-09-30 13F Lennar CL A 526057104 3,060 52 228 0.0009
2023-02-14 2022-06-30 13F/A-1 Lennar CL A 526057104 3,008 -2,660 -46.93 212 -53.91 0.0008
2022-08-15 2022-06-30 13F Lennar CL A 526057104 3,008 -2,660 213 0.0008
2023-02-14 2022-03-31 13F/A-1 Lennar CL A 526057104 5,668 -158 -2.71 460 -32.05 0.0013
2022-05-13 2022-03-31 13F Lennar CL A 526057104 5,668 -158 460 0.0013
2022-02-14 2021-12-31 13F Lennar CL A 526057104 5,826 -17,316 -74.82 677 -68.77 0.0017
2021-11-15 2021-09-30 13F Lennar CL A 526057104 23,142 -13,785 -37.33 2,168 -40.91 0.0061
2021-08-13 2021-06-30 13F/A-1 Lennar CL A 526057104 36,927 -23,500 -38.89 3,669 -40.02 0.0103
2021-08-13 2021-06-30 13F Lennar CL A 526057104 36,927 -23,500 3,669 0.0062
2021-05-14 2021-03-31 13F Lennar CL A 526057104 60,427 -40,059 -39.87 6,117 -20.14 0.0186
2021-02-12 2020-12-31 13F Lennar CL A 526057104 100,486 97,075 2,845.94 7,660 2,645.52 0.0240
2021-02-11 2020-09-30 13F/A-1 Lennar CL A 526057104 3,411 3,411 279 0.0010
2020-11-13 2020-09-30 13F Lennar CL A 526057104 3,411 3,411 279 556.9283
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 0 -11,158 -100.00 0 -100.00
2021-02-12 2020-03-31 13F/A-2 LENNAR CL A 526057104 11,158 6,076 119.56 426 50.53 0.0021
2020-06-15 2020-03-31 13F/A-1 LENNAR CL A 526057104 11,158 0 426 0.0021
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 11,158 6,076 426 1,184.7133
2021-02-12 2019-12-31 13F/A-1 LENNAR CL A 526057104 5,082 -625 -10.95 283 -11.29 0.0012
2020-02-18 2019-12-31 13F LENNAR CL A 526057104 5,082 -625 283 1,152.2792
2021-02-12 2019-09-30 13F/A-1 LENNAR CL A 526057104 5,707 43 0.76 319 16.42 0.0013
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 5,707 43 319 1,271.2353
2021-02-12 2019-06-30 13F/A-1 LENNAR CL A 526057104 5,664 -392 -6.47 274 -7.74 0.0011
2019-08-13 2019-06-30 13F LENNAR CL A 526057104 5,664 -392 274 1,074.5128
2019-05-14 2019-03-31 13F LENNAR CL A 526057104 6,056 -957 -13.65 297 8.00 0.0012
2019-02-13 2018-12-31 13F LENNAR CL A 526057104 7,013 -300 -4.10 275 -19.35 0.0012
2018-11-08 2018-09-30 13F LENNAR CL A 526057104 7,313 0 0.00 341 -11.20 0.0013
2018-08-13 2018-06-30 13F LENNAR CL A 526057104 7,313 -216 -2.87 384 -13.32 0.0015
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 7,529 -2,371 -23.95 443 -29.35 0.0018
2018-02-13 2017-12-31 13F LENNAR CL A 526057104 9,900 2,600 35.62 627 62.86 0.0025
2017-12-01 2017-09-30 13F/A-1 LENNAR CL A 526057104 7,300 0 0.00 385 -1.28 0.0017
2017-11-13 2017-09-30 13F LENNAR CL A 526057104 7,300 0 385
2017-08-10 2017-06-30 13F LENNAR CL A 526057104 7,300 300 4.29 390 8.94 0.0018
2017-05-11 2017-03-31 13F LENNAR CL A 526057104 7,000 7,000 358 0.0016
2016-05-13 2016-03-31 13F LENNAR CL A 526057104 0 -13,600 -100.00 0 -100.00
2016-02-12 2015-12-31 13F LENNAR CL A 526057104 13,600 13,600 -75.60 665 -66.29 0.0029
2014-02-13 2013-12-31 13F LENNAR CL A 526057104 0 -55,739 -100.00 0 -100.00
2013-11-13 2013-09-30 13F LENNAR CL A 526057104 55,739 -106,150 -65.57 1,973 -66.18 0.0097
2013-08-12 2013-06-30 13F LENNAR CL A 526057104 161,889 161,889 5,834 0.0310
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.