Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAccurate Wealth Management, LLC
Latest Disclosed Ownership11,493 shares
Latest Disclosed Value $ 1,022,532
Accurate Wealth Management, LLC reports 25.69% increase in ownership of LEN / Lennar Corporation

On April 23, 2026 - Accurate Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,493 shares of Lennar Corporation (MX:LEN) valued at $1,022,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,144 shares of Lennar Corporation. This represents a change in shares of 25.69% during the quarter.

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)
2026-04-23 2026-03-31 13F LENNAR CL A 526057104 11,493 2,349 25.69 1,023 -6.24 0.1231
2026-01-14 2025-12-31 13F LENNAR CL A 526057104 9,144 1,870 25.71 1,090 22.61 0.1384
2025-10-20 2025-09-30 13F LENNAR CL A 526057104 7,274 665 10.06 889 15.60 0.1184
2025-07-15 2025-06-30 13F LENNAR CL A 526057104 6,609 179 2.78 770 13.76 0.1177
2025-04-15 2025-03-31 13F LENNAR CL A 526057104 6,430 1,624 33.79 677 8.68 0.1292
2025-01-14 2024-12-31 13F LENNAR CL A 526057104 4,806 2,145 80.61 623 26.42 0.1195
2024-10-17 2024-09-30 13F LENNAR CL A 526057104 2,661 1,276 92.13 492 123.64 0.0989
2024-07-17 2024-06-30 13F LENNAR CL A 526057104 1,385 1,385 220 0.0529
2023-04-13 2023-03-31 13F LENNAR CL A 526057104 0 -120 -100.00 0 -100.00
2023-01-11 2022-12-31 13F LENNAR CL A 526057104 120 120 12 0.0043
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.