Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAdage Capital Partners Gp, L.l.c.
ManagerPhil Gross, Robert Atchinson
Latest Disclosed Ownership142,517 shares
Latest Disclosed Value $ 12,376,176
Adage Capital Partners Gp, L.l.c. reports 26.85% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Adage Capital Partners Gp, L.l.c. filed a 13F-HR form disclosing ownership of 142,517 shares of Lennar Corporation (MX:LEN) valued at $12,376,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 194,817 shares of Lennar Corporation. This represents a change in shares of -26.85% 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)
2026-05-15 2026-03-31 13F LENNAR CL A 526057104 142,517 -52,300 -26.85 12,376 -38.20 0.0191
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 194,817 87,600 81.70 20,027 48.21 0.0303
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 107,217 107,217 13,514 0.0214
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 0 -223,117 -100.00 0 -100.00
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 223,117 -226,700 -50.40 30,426 -63.92 0.0532
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 449,817 64,900 16.86 84,332 46.19 0.1489
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 384,917 -59,500 -13.39 57,688 -24.52 0.1068
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 444,417 -198,600 -30.89 76,431 -20.25 0.1443
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 643,017 391,900 156.06 95,835 240.06 0.1984
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 251,117 -1,700 -0.67 28,183 -11.04 0.0639
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 252,817 163,900 184.33 31,680 238.97 0.0688
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 88,917 44,800 101.55 9,346 134.12 0.0210
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 44,117 -215,700 -83.02 3,993 -79.39 0.0096
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 259,817 -9,500 -3.53 19,369 1.91 0.0480
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 269,317 -3,600 -1.32 19,006 -14.21 0.0436
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 272,917 -16,800 -5.80 22,153 -34.17 0.0421
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 289,717 -4,400 -1.50 33,654 22.14 0.0606
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 294,117 -4,200 -1.41 27,553 -7.03 0.0543
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 298,317 -7,200 -2.36 29,638 -4.17 0.0580
2021-05-17 2021-03-31 13F LENNAR CL A 526057104 305,517 -900 -0.29 30,927 32.40 0.0631
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 306,417 -1,500 -0.49 23,358 -7.13 0.0509
2020-11-16 2020-09-30 13F LENNAR CL A 526057104 307,917 -10,000 -3.15 25,151 28.39 0.0630
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 317,917 -5,200 -1.61 19,590 58.71 0.0502
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 323,117 -5,800 -1.76 12,343 -32.74 0.0369
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 328,917 -15,500 -4.50 18,350 -4.61 0.0451
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 344,417 -3,200 -0.92 19,236 14.19 0.0472
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 347,617 -73,700 -17.49 16,846 -18.55 0.0419
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 421,317 94,300 28.84 20,682 61.54 0.0517
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 327,017 -17,700 -5.13 12,803 -20.45 0.0355
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 344,717 -11,800 -3.31 16,095 -14.01 0.0359
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 356,517 194,700 120.32 18,717 96.26 0.0429
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 161,817 -124,300 -43.44 9,537 -47.29 0.0222
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 286,117 -5,600 -1.92 18,094 17.47 0.0409
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 291,717 56,000 23.76 15,403 22.56 0.0374
2017-08-14 2017-06-30 13F LENNAR CL A 526057104 235,717 -4,400 -1.83 12,568 2.25 0.0308
2017-05-15 2017-03-31 13F LENNAR CL A 526057104 240,117 -4,200 -1.72 12,292 17.19 0.0310
2017-02-14 2016-12-31 13F LENNAR CL A 526057104 244,317 -3,900 -1.57 10,489 -0.20 0.0287
2016-11-14 2016-09-30 13F LENNAR CL A 526057104 248,217 -11,200 -4.32 10,510 -12.12 0.0289
2016-08-15 2016-06-30 13F LENNAR CL A 526057104 259,417 -5,000 -1.89 11,959 -6.48 0.0326
2016-05-16 2016-03-31 13F LENNAR CL A 526057104 264,417 -600 -0.23 12,787 -1.35 0.0347
2016-02-16 2015-12-31 13F LENNAR CL A 526057104 265,017 -3,400 -1.27 12,962 0.33 0.0340
2015-11-16 2015-09-30 13F LENNAR CL A 526057104 268,417 -3,200 -1.18 12,919 -6.81 0.0359
2015-08-14 2015-06-30 13F LENNAR CL A 526057104 271,617 0 0.00 13,863 -1.49 0.0346
2015-05-15 2015-03-31 13F LENNAR CL A 526057104 271,617 14,000 5.43 14,073 21.91 0.0343
2015-02-17 2014-12-31 13F LENNAR CL A 526057104 257,617 -4,800 -1.83 11,544 13.29 0.0282
2014-11-14 2014-09-30 13F LENNAR CL A 526057104 262,417 -3,900 -1.46 10,190 -8.86 0.0252
2014-08-14 2014-06-30 13F LENNAR CL A 526057104 266,317 -4,300 -1.59 11,180 4.27 0.0289
2014-05-15 2014-03-31 13F LENNAR CL A 526057104 270,617 16,000 6.28 10,722 6.44 0.0293
2014-02-14 2013-12-31 13F LENNAR CL A 526057104 254,617 19,000 8.06 10,073 20.76 0.0267
2013-11-14 2013-09-30 13F LENNAR CL A 526057104 235,617 0 0.00 8,341 -1.78 0.0240
2013-08-14 2013-06-30 13F LENNAR CL A 526057104 235,617 1,900 0.81 8,492 -12.41 0.0262
2013-07-12 2013-03-31 13F/A-1 LENNAR CL A 526057104 233,717 233,717 9,695 0.0320
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.