Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionKBC Group NV
Latest Disclosed Ownership60,258 shares
Latest Disclosed Value $ 5,232
KBC Group NV reports 3.88% decrease in ownership of LEN / Lennar Corporation

On May 7, 2026 - KBC Group NV filed a 13F-HR form disclosing ownership of 60,258 shares of Lennar Corporation (US:LEN) valued at $5,232,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 62,689 shares of Lennar Corporation. This represents a change in shares of -3.88% during the quarter. The current value of the position is $5,390,681 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)
2026-05-07 2026-03-31 13F LENNAR CL A 526057104 60,258 -2,431 -3.88 5 -16.67 0.0131
2026-01-26 2025-12-31 13F LENNAR CL A 526057104 62,689 15,998 34.26 6 20.00 0.0147
2026-01-20 2025-09-30 13F LENNAR CL A 526057104 46,691 -765 -1.61 6 0.00 0.0141
2025-08-08 2025-06-30 13F LENNAR CL A 526057104 47,456 -113,049 -70.43 5 -72.22 0.0142
2025-04-25 2025-03-31 13F LENNAR CL A 526057104 160,505 7,562 4.94 18 -10.00 0.0572
2025-01-22 2024-12-31 13F LENNAR CL A 526057104 152,943 -341,905 -69.09 21 -78.26 0.0575
2024-11-06 2024-09-30 13F LENNAR CL A 526057104 494,848 356,731 258.28 93 360.00 0.2803
2024-07-17 2024-06-30 13F LENNAR CL A 526057104 138,117 64,716 88.17 21 66.67 0.0625
2024-05-08 2024-03-31 13F LENNAR CL A 526057104 73,401 7,953 12.15 13 33.33 0.0401
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 65,448 22,322 51.76 10 125.00 0.0346
2024-02-15 2023-09-30 13F/A-1 LENNAR CL A 526057104 43,126 16,128 59.74 5 33.33 0.0198
2023-11-22 2023-09-30 13F LENNAR CL A 526057104 26,711 0 3 0.0139
2024-02-15 2023-06-30 13F/A-1 LENNAR CL A 526057104 26,998 -27,911 -50.83 3 -40.00 0.0139
2023-07-28 2023-06-30 13F LENNAR CL A 526057104 26,711 -27,911 3 0.0139
2024-02-14 2023-03-31 13F/A-1 LENNAR CL A 526057104 54,909 7,967 16.97 6 25.00 0.0245
2023-05-04 2023-03-31 13F LENNAR CL A 526057104 54,622 30,775 6 0.0270
2024-02-14 2022-12-31 13F/A-1 LENNAR CL A 526057104 46,942 22,783 94.30 4 300.00 0.0206
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 23,847 -312 2 0.0000
2024-02-15 2022-09-30 13F/A-1 LENNAR CL A 526057104 24,159 84 0.35 2 0.00 0.0094
2022-11-08 2022-09-30 13F LENNAR CL A 526057104 23,847 -228 1,778 0.0093
2024-02-14 2022-06-30 13F/A-1 LENNAR CL A 526057104 24,075 1,429 6.31 2 0.00 0.0085
2022-07-26 2022-06-30 13F LENNAR CL A 526057104 23,686 1,040 1,672 0.0084
2024-02-14 2022-03-31 13F/A-1 LENNAR CL A 526057104 22,646 2,433 12.04 2 -50.00 0.0073
2022-05-06 2022-03-31 13F LENNAR CL A 526057104 22,646 2,433 1,838 0.0068
2024-02-14 2021-12-31 13F/A-1 LENNAR CL A 526057104 20,213 -16,428 -44.84 2 -99.94 0.0077
2022-02-03 2021-12-31 13F LENNAR CL A 526057104 20,213 -16,428 2,348 0.0074
2021-11-10 2021-09-30 13F LENNAR CL A 526057104 36,641 0 0.00 3,433 -5.69 0.0126
2022-02-15 2021-06-30 13F/A-1 LENNAR CL A 526057104 36,641 -24,996 -40.55 3,640 -41.67 0.0131
2021-08-11 2021-06-30 13F LENNAR CL A 526057104 36,641 -24,996 3,640 0.0131
2022-02-14 2021-03-31 13F/A-1 LENNAR CL A 526057104 61,637 -11,620 -15.86 6,240 -88.83 0.0253
2021-04-26 2021-03-31 13F LENNAR CORP-A CL A 526057104 61,637 -11,620 6,240 0.0253
2022-02-14 2020-12-31 13F/A-1 LENNAR CL A 526057104 73,257 0 0.00 55,844 833.22 0.0263
2021-02-10 2020-12-31 13F LENNAR CL A 526057104 73,257 0 5,584 0.0257
2022-02-14 2020-09-30 13F/A-1 LENNAR CL A 526057104 73,257 -2,373 -3.14 5,984 28.41 0.0353
2020-10-28 2020-09-30 13F LENNAR CL A 526057104 73,257 -2,373 5,984 0.0354
2022-02-14 2020-06-30 13F/A-1 LENNAR CL A 526057104 75,630 31,418 71.06 4,660 175.90 0.0308
2020-08-10 2020-06-30 13F LENNAR CL A 526057104 75,630 31,418 4,660 0.0312
2020-05-04 2020-03-31 13F LENNAR CL A 526057104 44,212 20,546 86.82 1,689 27.86 0.0141
2020-02-11 2019-12-31 13F LENNAR CL A 526057104 23,666 -1,978 -7.71 1,321 -7.75 0.0084
2019-11-07 2019-09-30 13F LENNAR CL A 526057104 25,644 0 0.00 1,432 15.21 0.0105
2019-08-08 2019-06-30 13F/A-1 LENNAR CL A 526057104 25,644 -1,145 -4.27 1,243 -5.48 0.0096
2019-07-30 2019-06-30 13F LENNAR CL A 526057104 25,644 -1,145 1,243
2019-08-07 2019-03-31 13F/A-1 LENNAR CL A 526057104 26,789 1,354 5.32 1,315 32.03 0.0108
2019-05-10 2019-03-31 13F LENNAR CL A 526057104 26,789 1,354 1,315
2019-01-31 2018-12-31 13F LENNAR CL A 526057104 25,435 3,217 14.48 996 -3.95 0.0111
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 22,218 0 0.00 1,037 -11.06 0.0078
2018-08-03 2018-06-30 13F LENNAR CL A 526057104 22,218 4,490 25.33 1,166 11.58 0.0102
2018-08-03 2018-03-31 13F/A-1 LENNAR CL A 526057104 17,728 -3,124 -14.98 1,045 -20.77 0.0097
2018-05-09 2018-03-31 13F LENNAR CL A 526057104 17,728 -3,124 1,045
2018-08-03 2017-12-31 13F/A-1 LENNAR CL A 526057104 20,852 -3,278 -13.58 1,319 3.53 0.0113
2018-02-07 2017-12-31 13F LENNAR CL A 526057104 20,852 -3,278 1,319
2017-11-13 2017-09-30 13F LENNAR CL A 526057104 24,130 7,511 45.20 1,274 43.79 0.0116
2017-08-04 2017-06-30 13F LENNAR CL A 526057104 16,619 0 0.00 886 4.11 0.0086
2017-05-10 2017-03-31 13F LENNAR CL A 526057104 16,619 0 0.00 851 19.35 0.0077
2017-02-16 2016-12-31 13F LENNAR CL A 526057104 16,619 1,960 13.37 713 14.81 0.0071
2016-11-03 2016-09-30 13F LENNAR CL A 526057104 14,659 6,407 77.64 621 63.42 0.0073
2016-08-03 2016-06-30 13F LENNAR CL A 526057104 8,252 -2,602 -23.97 380 -27.62 0.0054
2016-05-11 2016-03-31 13F LENNAR CL A 526057104 10,854 2,903 36.51 525 34.96 0.0087
2016-02-11 2015-12-31 13F LENNAR CL A 526057104 7,951 -8,327 -51.15 389 -50.32 0.0072
2015-11-12 2015-09-30 13F LENNAR CL A 526057104 16,278 -3,622 -18.20 783 -22.93 0.0158
2015-12-16 2015-06-30 13F/A-1 LENNAR CL A 526057104 19,900 7,600 61.79 1,016 59.50 0.0131
2015-07-31 2015-06-30 13F LENNAR CL A 526057104 19,900 1,016
2015-12-16 2015-03-31 13F/A-1 LENNAR CL A 526057104 12,300 1,877 18.01 637 36.40 0.0081
2015-04-30 2015-03-31 13F LENNAR CL A 526057104 12,300 637
2015-12-15 2014-12-31 13F/A-1 LENNAR CL A 526057104 10,423 3,778 56.85 467 81.01 0.0056
2015-02-12 2014-12-31 13F LENNAR CL A 526057104 10,423 467
2014-10-16 2014-09-30 13F LENNAR CL A 526057104 6,645 -1,717 -20.53 258 -26.50 0.0090
2014-08-01 2014-06-30 13F LENNAR CL A 526057104 8,362 0 0.00 351 6.04 0.0040
2014-04-30 2014-03-31 13F LENNAR CL A 526057104 8,362 0 0.00 331 0.00 0.0052
2014-01-21 2013-12-31 13F LENNAR CL A 526057104 8,362 -50,819 -85.87 331 -84.20 0.0050
2013-11-06 2013-09-30 13F LENNAR CL A 526057104 59,181 -29,352 -33.15 2,095 -34.35 0.0337
2013-07-29 2013-06-30 13F LENNAR CL A 526057104 88,533 88,533 3,191 0.0592
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.