Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionSei Investments Co
Latest Disclosed Ownership594,668 shares
Latest Disclosed Value $ 61,132,362
Sei Investments Co reports 4.41% decrease in ownership of LEN / Lennar Corporation

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 594,668 shares of Lennar Corporation (US:LEN) valued at $61,131,870 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 622,133 shares of Lennar Corporation. This represents a change in shares of -4.41% during the quarter. The current value of the position is $53,198,999 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 594,668 -27,465 -4.41 61,132 -22.04 0.0603
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 622,133 -19,554 -3.05 78,413 10.48 0.0843
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 641,687 -20,184 -3.05 70,973 -6.57 0.0823
2025-05-14 2025-03-31 13F/A-1 LENNAR CL A 526057104 661,871 14,126 2.18 75,968 -14.00 0.0978
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 625,749 -21,996 84,311 0.0917
2025-02-11 2024-12-31 13F LENNAR CL A 526057104 647,745 9,705 1.52 88,333 -26.15 0.1134
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 638,040 92,880 17.04 119,617 46.40 0.1553
2024-08-13 2024-06-30 13F LENNAR CL A 526057104 545,160 19,990 3.81 81,706 -9.54 0.1158
2024-05-07 2024-03-31 13F LENNAR CL A 526057104 525,170 -355 -0.07 90,319 15.31 0.1323
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 525,525 -2,866 -0.54 78,324 32.08 0.1257
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 528,391 7,286 1.40 59,301 -9.19 0.1066
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 521,105 -8,862 -1.67 65,300 17.22 0.1139
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 529,967 -31,952 -5.69 55,707 9.55 0.1035
2023-02-10 2022-12-31 13F LENNAR CL A 526057104 561,919 -86,439 -13.33 50,853 5.21 0.1130
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 648,358 -94,982 -12.78 48,336 -7.67 0.1078
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 743,340 79,011 11.89 52,351 -2.81 0.1131
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 664,329 31,678 5.01 53,865 -26.78 0.1083
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 632,651 81,032 14.69 73,565 42.23 0.1380
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 551,619 25,674 4.88 51,722 -1.21 0.1085
2021-08-06 2021-06-30 13F LENNAR CL A 526057104 525,945 51,935 10.96 52,358 15.05 0.1161
2021-05-12 2021-03-31 13F LENNAR CL A 526057104 474,010 43,973 10.23 45,510 38.81 0.1147
2021-02-08 2020-12-31 13F LENNAR CL A 526057104 430,037 116,377 37.10 32,787 27.97 0.0848
2020-12-04 2020-09-30 13F/A-1 LENNAR CL A 526057104 313,660 -727 -0.23 25,621 32.22 0.0742
2020-11-06 2020-09-30 13F LENNAR CL A 526057104 314,994 607 25,730 61,952.1192
2020-08-17 2020-06-30 13F/A-1 LENNAR CL A 526057104 314,387 -31,859 -9.20 19,378 46.73 0.0601
2020-08-11 2020-06-30 13F LENNAR CL A 526057104 300,642 -45,604 16,861 45,736.3600
2020-05-14 2020-03-31 13F LENNAR CL A 526057104 346,246 44,604 14.79 13,207 -21.56 0.0485
2020-02-06 2019-12-31 13F LENNAR CL A 526057104 301,642 -41,548 -12.11 16,836 -12.16 0.0502
2019-11-12 2019-09-30 13F LENNAR CL A 526057104 343,190 137,360 66.73 19,166 92.16 0.0490
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 205,830 -26,901 -11.56 9,974 -12.70 0.0326
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 232,731 23,831 11.41 11,425 17.13 0.0384
2019-02-13 2018-12-31 13F LENNAR CL A 526057104 208,900 0 0.00 9,754 0.00 0.0347
2018-11-08 2018-09-30 13F LENNAR CL A 526057104 208,900 13,564 6.94 9,754 -4.89 0.0354
2018-08-03 2018-06-30 13F LENNAR CL A 526057104 195,336 41,209 26.74 10,255 12.89 0.0349
2018-05-11 2018-03-31 13F LENNAR CL A 526057104 154,127 35,257 29.66 9,084 20.85 0.0348
2018-02-08 2017-12-31 13F LENNAR CL A 526057104 118,870 -7,829 -6.18 7,517 12.36 0.0261
2017-11-06 2017-09-30 13F LENNAR CL A 526057104 126,699 2,856 2.31 6,690 1.30 0.0238
2017-07-31 2017-06-30 13F LENNAR CL A 526057104 123,843 4,373 3.66 6,604 7.98 0.0263
2017-05-05 2017-03-31 13F LENNAR CL A 526057104 119,470 20,884 21.18 6,116 44.52 0.0268
2017-02-02 2016-12-31 13F LENNAR CL A 526057104 98,586 94,903 2,576.79 4,232 2,612.82 0.0205
2016-11-04 2016-09-30 13F LENNAR CL A 526057104 3,683 -1,812 -32.98 156 -38.34 0.0008
2016-08-11 2016-06-30 13F LENNAR CL A 526057104 5,495 -18,167 -76.78 253 -77.88 0.0015
2016-05-10 2016-03-31 13F/A-1 LENNAR CL A 526057104 23,662 -1,979 -7.72 1,144 -8.84 0.0071
2016-02-03 2015-12-31 13F LENNAR CL A 526057104 25,641 4,511 21.35 1,255 23.40 0.0076
2015-11-02 2015-09-30 13F/A-1 LENNAR CL A 526057104 21,130 6,623 45.65 1,017 37.43 0.0093
2015-10-30 2015-09-30 13F LENNAR CL A 526057104 21,130 1,018
2015-08-07 2015-06-30 13F/A-1 LENNAR CL A 526057104 14,507 13,788 1,917.66 740 1,955.56 0.0067
2015-08-04 2015-06-30 13F LENNAR CL A 526057104 14,507 13,788 740 0.0067
2015-05-14 2015-03-31 13F/A-1 LENNAR CL A 526057104 719 -17,609 -96.08 36 -95.62 0.0003
2015-05-01 2015-03-31 13F LENDINGTREE INC COM 526057104 719 36
2015-02-10 2014-12-31 13F LENNAR CL A 526057104 18,328 18,328 822 0.0073
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.