Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionUnison Advisors LLC
Latest Disclosed Ownership37,815 shares
Latest Disclosed Value $ 3,283,854
Unison Advisors LLC reports 0.41% increase in ownership of LEN / Lennar Corporation

On April 28, 2026 - Unison Advisors LLC filed a 13F-HR form disclosing ownership of 37,815 shares of Lennar Corporation (US:LEN) valued at $3,283,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 37,661 shares of Lennar Corporation. This represents a change in shares of 0.41% during the quarter. The current value of the position is $3,382,930 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)
2026-04-28 2026-03-31 13F LENNAR CL A 526057104 37,815 154 0.41 3,284 -15.19 0.2491
2026-01-21 2025-12-31 13F LENNAR CL A 526057104 37,661 148 0.39 3,872 -18.13 0.3383
2025-11-05 2025-09-30 13F LENNAR CL A 526057104 37,513 170 0.46 4,728 14.48 0.4314
2025-07-29 2025-06-30 13F LENNAR CL A 526057104 37,343 173 0.47 4,131 -3.19 0.4622
2025-05-06 2025-03-31 13F LENNAR CL A 526057104 37,170 130 0.35 4,266 -15.54 0.5428
2025-02-12 2024-12-31 13F LENNAR CL A 526057104 37,040 100 0.27 5,051 -27.06 0.6013
2024-10-09 2024-09-30 13F LENNAR CL A 526057104 36,940 128 0.35 6,926 25.52 0.8331
2024-07-12 2024-06-30 13F LENNAR CL A 526057104 36,812 114 0.31 5,517 -12.58 0.6924
2024-04-12 2024-03-31 13F LENNAR CL A 526057104 36,698 137 0.37 6,311 15.82 0.6232
2024-01-19 2023-12-31 13F LENNAR CL A 526057104 36,561 123 0.34 5,449 33.26 0.5779
2023-10-05 2023-09-30 13F LENNAR CL A 526057104 36,438 107 0.29 4,089 -10.17 0.4809
2023-07-28 2023-06-30 13F LENNAR CL A 526057104 36,331 127 0.35 4,553 19.63 0.5052
2023-04-14 2023-03-31 13F LENNAR CL A 526057104 36,204 176 0.49 3,805 16.72 0.4226
2023-01-24 2022-12-31 13F LENNAR CL A 526057104 36,028 179 0.50 3,261 22.01 0.4243
2022-10-14 2022-09-30 13F LENNAR CL A 526057104 35,849 169 0.47 2,672 6.12 0.4947
2022-07-13 2022-06-30 13F LENNAR CL A 526057104 35,680 165 0.46 2,518 -12.63 0.6492
2022-04-13 2022-03-31 13F LENNAR CL A 526057104 35,515 75 0.21 2,882 -30.00 0.6949
2022-01-27 2021-12-31 13F LENNAR CL A 526057104 35,440 118 0.33 4,117 24.42 0.9945
2021-10-20 2021-09-30 13F LENNAR CL A 526057104 35,322 -8,998 -20.30 3,309 -24.86 0.8258
2021-07-28 2021-06-30 13F LENNAR CL A 526057104 44,320 102 0.23 4,404 -1.61 0.8205
2021-04-20 2021-03-31 13F LENNAR CL A 526057104 44,218 149 0.34 4,476 33.21 0.8601
2021-01-19 2020-12-31 13F LENNAR CL A 526057104 44,069 67 0.15 3,360 -6.51 0.7581
2020-10-27 2020-09-30 13F LENNAR CL A 526057104 44,002 56 0.13 3,594 32.72 1.0387
2020-07-09 2020-06-30 13F LENNAR CL A 526057104 43,946 14,858 51.08 2,708 143.74 0.9065
2020-04-29 2020-03-31 13F LENNAR CL A 526057104 29,088 29,088 1,111 1.1980
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.