Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionRBF Capital, LLC
Latest Disclosed Ownership4,509 shares
Latest Disclosed Value $ 391,562
RBF Capital, LLC ownership in LEN / Lennar Corporation

On May 18, 2026 - RBF Capital, LLC filed a 13F-HR/A form disclosing ownership of 4,509 shares of Lennar Corporation (US:LEN) valued at $391,562 USD as of March 31, 2026. The current value of the position is $403,375 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)
2026-05-18 2026-03-31 13F/A-1 LENNAR CL A 526057104 4,509 0 0.00 392 -15.55 0.0191
2026-05-14 2026-03-31 13F LENNAR CL A 526057104 4,509 0 392 0.0205
2026-02-17 2025-12-31 13F/A-1 LENNAR CL A 526057104 4,509 0 0.00 464 -18.49 0.0206
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 4,509 0 464 0.0206
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 568 14.06 0.0253
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 499 -3.68 0.0237
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 4,509 0 0.00 518 -15.80 0.0311
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 4,509 0 0.00 615 -27.34 0.0318
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 845 25.19 0.0424
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 676 -12.90 0.0388
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 4,509 0 0.00 775 15.33 0.0433
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 4,509 0 0.00 672 32.81 0.0406
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 506 -10.44 0.0332
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 565 19.45 0.0352
2023-05-16 2023-03-31 13F LENNAR CL A 526057104 4,509 0 0.00 474 15.93 0.0344
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 4,509 -5,000 -52.58 408 -42.45 0.0307
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 9,509 5,000 110.89 709 122.96 0.0597
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 318 -16.09 0.0221
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 4,509 0 0.00 379 -27.67 0.0242
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 4,509 0 0.00 524 24.17 0.0323
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 422 -5.80 0.0235
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 448 -1.75 0.0250
2021-05-17 2021-03-31 13F LENNAR CL A 526057104 4,509 0 0.00 456 32.56 0.0284
2021-03-02 2020-12-31 13F/A-1 LENNAR CL A 526057104 4,509 0 0.00 344 -6.52 0.0263
2020-11-16 2020-09-30 13F/A-1 LENNAR CL A 526057104 4,509 0 0.00 368 32.37 0.0371
2020-11-16 2020-09-30 13F LENNAR CL A 526057104 780,124 12,342
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 4,509 4,509 278 0.0300
2020-05-18 2020-03-31 13F LENNAR CL A 526057104 0 -4,509 -100.00 0 -100.00
2020-02-13 2019-12-31 13F LENNAR CL A 526057104 4,509 0 0.00 252 0.00 0.0241
2019-11-13 2019-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 252 15.07 0.0282
2019-08-13 2019-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 219 -0.90 0.0220
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 4,509 4,509 221 0.0259
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 0 -4,509 -100.00 0 -100.00
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 4,509 0 0.00 211 -10.97 0.0229
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 4,509 0 0.00 237 -10.90 0.0279
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 4,509 4,509 266 0.0317
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.