Engineers Gate Manager LP reports 785.39% increase in ownership of LEN / Lennar Corporation

Lennar Corporation

US ˙ NYSE ˙ US5260571048

Security	LEN / Lennar Corporation
Institution	Engineers Gate Manager LP
Latest Disclosed Ownership	21,205 shares
Latest Disclosed Value	$ 1,841,442

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 21,205 shares of Lennar Corporation (US:LEN) valued at $1,841,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,395 shares of Lennar Corporation. This represents a change in shares of 785.39% during the quarter. The current value of the position is $1,896,999 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	LENNAR	CL A	526057104	21,205	18,810	785.39	1,841	648.37	0.0230
2026-02-17	2025-12-31	13F	LENNAR	CL A	526057104	2,395	-4,964	-67.45	246	-73.46	0.0029
2025-11-14	2025-09-30	13F	LENNAR	CL A	526057104	7,359	7,359		928		0.0106
2025-08-14	2025-06-30	13F	LENNAR	CL A	526057104	0	-37,813	-100.00	0	-100.00
2025-05-15	2025-03-31	13F	LENNAR	CL A	526057104	37,813	-5,469	-12.64	4,340	-26.47	0.0732
2025-02-14	2024-12-31	13F	LENNAR	CL A	526057104	43,282	34,719	405.45	5,902	267.73	0.1027
2024-11-14	2024-09-30	13F	LENNAR	CL A	526057104	8,563	-16,670	-66.06	1,605	-57.55	0.0313
2024-08-14	2024-06-30	13F	LENNAR	CL A	526057104	25,233	13,295	111.37	3,782	84.17	0.0853
2024-05-15	2024-03-31	13F	LENNAR	CL A	526057104	11,938	6,733	129.36	2,053	164.90	0.0540
2024-02-14	2023-12-31	13F	LENNAR	CL A	526057104	5,205	-51,167	-90.77	776	-87.75	0.0221
2023-11-14	2023-09-30	13F	LENNAR	CL A	526057104	56,372	36,066	177.61	6,327	148.66	0.2339
2023-08-14	2023-06-30	13F	LENNAR	CL A	526057104	20,306	20,306		2,545		0.0962
2023-02-14	2022-12-31	13F	LENNAR	CL A	526057104	0	-12,495	-100.00	0	-100.00
2022-11-14	2022-09-30	13F	LENNAR	CL A	526057104	12,495	12,495		932		0.0580
2022-08-15	2022-06-30	13F	LENNAR	CL A	526057104	0	-3,902	-100.00	0	-100.00
2022-05-16	2022-03-31	13F	LENNAR	CL A	526057104	3,902	-6,474	-62.39	317	-73.69	0.0124
2022-02-14	2021-12-31	13F	LENNAR	CL A	526057104	10,376	861	9.05	1,205	35.24	0.0542
2021-11-15	2021-09-30	13F	LENNAR	CL A	526057104	9,515	5,773	154.28	891	139.52	0.0508
2021-08-16	2021-06-30	13F	LENNAR	CL A	526057104	3,742	3,742		372		0.0239
2021-05-17	2021-03-31	13F	LENNAR	CL A	526057104	0	-59,672	-100.00	0	-100.00
2021-02-16	2020-12-31	13F	LENNAR	CL A	526057104	59,672	53,982	948.72	4,549	878.28	0.1973
2020-11-16	2020-09-30	13F	LENNAR	CL A	526057104	5,690	5,690	-90.46	465	-89.78	0.0218
2020-08-17	2020-06-30	13F	LENNAR	CL A	526057104	0	-7,728	-100.00	0	-100.00
2020-05-15	2020-03-31	13F	LENNAR	CL A	526057104	7,728	-153,988	-95.22	295	-96.73	0.0212
2020-02-14	2019-12-31	13F	LENNAR	CL A	526057104	161,716	121,368	300.80	9,022	300.44	0.3967
2019-11-14	2019-09-30	13F	LENNAR	CL A	526057104	40,348	-72	-0.18	2,253	15.01	0.1144
2019-08-14	2019-06-30	13F	LENNAR	CL A	526057104	40,420	40,420	0.18	1,959	-13.05	0.1081
2019-02-14	2018-12-31	13F	LENNAR	CL A	526057104	0	-8,493	-100.00	0	-100.00
2018-11-01	2018-09-30	13F	LENNAR	CL A	526057104	8,493	993	13.24	397	0.76	0.0305
2018-08-03	2018-06-30	13F	LENNAR	CL A	526057104	7,500	7,500	-11.69	394	-0.76	0.0307
2017-08-10	2017-06-30	13F	LENNAR	CL A	526057104	0	-4,143	-100.00	0	-100.00
2017-05-05	2017-03-31	13F	LENNAR	CL A	526057104	4,143	4,143		212		0.0210
2017-02-10	2016-12-31	13F	LENNAR	CL A	526057104	0	-14,300	-100.00	0	-100.00
2016-11-09	2016-09-30	13F	LENNAR	CL A	526057104	14,300	8,400	142.37	605	122.43	0.0630
2016-08-11	2016-06-30	13F	LENNAR	CL A	526057104	5,900	5,900	-58.74	272	-55.04	0.0195
2016-02-05	2015-12-31	13F	LENNAR	CL A	526057104	0	-5,444	-100.00	0	-100.00
2015-11-16	2015-09-30	13F	LENNAR	CL A	526057104	5,444	-64,042	-92.17	262	-92.61	0.0223
2015-08-14	2015-06-30	13F	LENNAR	CL A	526057104	69,486	60,416	666.11	3,547	654.68	0.3472
2015-05-15	2015-03-31	13F	LENNAR	CL A	526057104	9,070	9,070		470		0.0625

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.