Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAdvisors Capital Management, LLC
Latest Disclosed Ownership54,659 shares
Latest Disclosed Value $ 4,746,610
Advisors Capital Management, LLC reports 3.34% increase in ownership of LEN / Lennar Corporation

On May 1, 2026 - Advisors Capital Management, LLC filed a 13F-HR form disclosing ownership of 54,659 shares of Lennar Corporation (MX:LEN) valued at $4,746,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 52,894 shares of Lennar Corporation. This represents a change in shares of 3.34% 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)
2026-05-01 2026-03-31 13F LENNAR CL A 526057104 54,659 1,765 3.34 4,747 -12.71 0.0553
2026-01-29 2025-12-31 13F LENNAR CL A 526057104 52,894 6,189 13.25 5,438 -7.63 0.0640
2025-11-07 2025-09-30 13F LENNAR CL A 526057104 46,705 -351 -0.75 5,887 13.11 0.0729
2025-08-08 2025-06-30 13F LENNAR CL A 526057104 47,056 -727 -1.52 5,205 -5.11 0.0713
2025-05-27 2025-03-31 13F LENNAR CL A 526057104 47,783 555 1.18 5,485 -14.84 0.0849
2025-02-13 2024-12-31 13F LENNAR CL A 526057104 47,228 -278 -0.59 6,441 80,400.00 0.1013
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 47,506 598 1.27 9 14.29 0.1449
2024-08-09 2024-06-30 13F LENNAR CL A 526057104 46,908 11,488 32.43 7 16.67 0.1227
2024-05-06 2024-03-31 13F LENNAR CL A 526057104 35,420 -736 -2.04 6 20.00 0.1115
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 36,156 -3,529 -8.89 5 25.00 0.1097
2023-11-15 2023-09-30 13F LENNAR CL A 526057104 39,685 -1,094 -2.68 4 -20.00 0.1129
2023-08-03 2023-06-30 13F LENNAR CL A 526057104 40,779 -11,283 -21.67 5 0.00 0.1219
2023-05-04 2023-03-31 13F LENNAR CL A 526057104 52,062 -4,407 -7.80 5 0.00 0.1418
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 56,469 -2,447 -4.15 5 -99.90 0.1388
2022-11-16 2022-09-30 13F LENNAR CL A 526057104 58,916 239 0.41 5,052 22.00 0.1349
2022-08-12 2022-06-30 13F LENNAR CL A 526057104 58,677 1,289 2.25 4,141 -11.10 0.1261
2022-05-10 2022-03-31 13F LENNAR CL A 526057104 57,388 -292 -0.51 4,658 -30.48 0.1274
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 57,680 432 0.75 6,700 24.93 0.1818
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 57,248 3,744 7.00 5,363 0.88 0.1635
2021-08-02 2021-06-30 13F LENNAR CL A 526057104 53,504 1,412 2.71 5,316 0.82 0.1685
2021-05-12 2021-03-31 13F LENNAR CL A 526057104 52,092 -17,974 -25.65 5,273 -1.27 0.1849
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 70,066 -693 -0.98 5,341 -7.60 0.2044
2020-11-05 2020-09-30 13F LENNAR CL A 526057104 70,759 -698 -0.98 5,780 31.27 0.2696
2020-08-18 2020-06-30 13F LENNAR CL A 526057104 71,457 3,559 5.24 4,403 69.74 0.2183
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 67,898 3,423 5.31 2,594 -27.88 0.1646
2020-01-10 2019-12-31 13F LENNAR CL A 526057104 64,475 595 0.93 3,597 0.81 0.1679
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 63,880 447 0.70 3,568 16.07 0.1939
2019-08-15 2019-06-30 13F LENNAR CL A 526057104 63,433 4,418 7.49 3,074 6.51 0.1827
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 59,015 14,073 31.31 2,886 64.07 0.1798
2019-01-17 2018-12-31 13F LENNAR CL A 526057104 44,942 -11,196 -19.94 1,759 -32.89 0.1281
2018-10-10 2018-09-30 13F LENNAR CL A 526057104 56,138 56,138 2,621 0.1714
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.