Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionBoston Partners
Latest Disclosed Ownership59,986 shares
Latest Disclosed Value $ 5,209,205
Boston Partners reports 21.71% increase in ownership of LEN / Lennar Corporation

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 59,986 shares of Lennar Corporation (US:LEN) valued at $5,209,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,284 shares of Lennar Corporation. This represents a change in shares of 21.71% during the quarter. The current value of the position is $5,366,348 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)
2026-05-11 2026-03-31 13F LENNAR CL A 526057104 59,986 10,702 21.71 5,209 2.82 0.0023
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 49,284 4,521 10.10 5,066 -10.19 0.0052
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 44,763 -244,574 -84.53 5,642 -82.37 0.0058
2025-08-12 2025-06-30 13F/A-1 LENNAR CL A 526057104 289,337 -790,549 -73.21 32,004 -74.16 0.0355
2025-08-07 2025-06-30 13F LENNAR CL A 526057104 289,337 -790,549 32,004 0.0147
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 1,079,886 -1,471,138 -57.67 123,853 -64.40 0.1498
2025-02-11 2024-12-31 13F LENNAR CL A 526057104 2,551,024 -400,591 -13.57 347,860 -37.05 0.4231
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 2,951,615 883,068 42.69 552,632 77.90 0.6522
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 2,068,547 2,044,772 8,600.51 310,637 8,350.41 0.3859
2024-05-28 2024-03-31 13F/A-1 LENNAR CL A 526057104 23,775 4,207 21.50 3,677 39.03 0.0044
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 23,775 4,207 3,677 0.0018
2024-02-07 2023-12-31 13F LENNAR CL A 526057104 19,568 11,531 143.47 2,644 248.35 0.0035
2023-11-08 2023-09-30 13F LENNAR CL A 526057104 8,037 559 7.48 760 9.05 0.0011
2023-08-10 2023-06-30 13F LENNAR CL A 526057104 7,478 -18,563 -71.28 697 -71.24 0.0009
2023-05-09 2023-03-31 13F LENNAR CL A 526057104 26,041 2,670 11.42 2,421 25.85 0.0033
2023-02-08 2022-12-31 13F LENNAR CL A 526057104 23,371 4,384 23.09 1,924 50.94 0.0026
2022-11-09 2022-09-30 13F LENNAR CL A 526057104 18,987 2,917 18.15 1,274 26.64 0.0019
2022-08-10 2022-06-30 13F LENNAR CL A 526057104 16,070 -2,843 -15.03 1,006 -34.46 0.0014
2022-05-10 2022-03-31 13F LENNAR CL A 526057104 18,913 -1,244,296 -98.50 1,535 -98.95 0.0019
2022-02-04 2021-12-31 13F LENNAR CL A 526057104 1,263,209 -467,938 -27.03 146,504 -9.65 0.1765
2021-11-05 2021-09-30 13F LENNAR CL A 526057104 1,731,147 -5,802 -0.33 162,155 -6.07 0.2054
2021-08-12 2021-06-30 13F LENNAR CL A 526057104 1,736,949 -645,240 -27.09 172,639 -28.42 0.2202
2021-05-10 2021-03-31 13F LENNAR CL A 526057104 2,382,189 -146,880 -5.81 241,170 25.09 0.3234
2021-02-10 2020-12-31 13F/A-1 LENNAR CL A 526057104 2,529,069 -137,069 -5.14 192,791 -11.47 0.2998
2021-02-04 2020-12-31 13F LENNAR CL A 526057104 2,529,069 -137,069 192,791 115,663.1408
2020-11-13 2020-09-30 13F/A-1 LENNAR CL A 526057104 2,666,138 -1,344,013 -33.52 217,770 -11.85 0.3965
2020-11-09 2020-09-30 13F LENNAR CL A 526057104 4,010,151 0 247,050 181,364.1291
2020-08-12 2020-06-30 13F LENNAR CL A 526057104 4,010,151 472,363 13.35 247,050 82.83 0.4538
2020-05-13 2020-03-31 13F LENNAR CL A 526057104 3,537,788 -4,287,807 -54.79 135,128 -69.05 0.2684
2020-02-06 2019-12-31 13F/A-1 LENNAR CL A 526057104 7,825,595 1,222,361 18.51 436,590 18.32 0.5774
2020-02-05 2019-12-31 13F LENNAR CL A 526057104 7,825,595 1,222,361 436,590 245,463.6494
2019-11-20 2019-09-30 13F/A-1 LENNAR CL A 526057104 6,603,234 6,603,234 368,986 0.4997
2019-11-08 2019-09-30 13F LENNAR CL A 526057104 110,671 110,671 6,376 0.0084
2015-05-05 2015-03-31 13F LENNAR CL A 526057104 0 -284,700 -100.00 0 -100.00
2015-02-09 2014-12-31 13F LENNAR CL A 526057104 284,700 0 0.00 12,757 15.40 0.0191
2014-11-12 2014-09-30 13F LENNAR CL A 526057104 284,700 134,300 89.30 11,055 75.09 0.0179
2014-08-08 2014-06-30 13F LENNAR CL A 526057104 150,400 0 0.00 6,314 5.96 0.0106
2014-05-07 2014-03-31 13F LENNAR CL A 526057104 150,400 150,400 5,959 0.0109
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.