Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAmerican Century Companies Inc
Latest Disclosed Ownership591,252 shares
Latest Disclosed Value $ 51,344,396
American Century Companies Inc reports 17.16% increase in ownership of LEN / Lennar Corporation

On May 15, 2026 - American Century Companies Inc filed a 13F-HR form disclosing ownership of 591,252 shares of Lennar Corporation (MX:LEN) valued at $51,344,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 504,675 shares of Lennar Corporation. This represents a change in shares of 17.16% 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 591,252 86,577 17.16 51,344 -1.03 0.0264
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 504,675 103,951 25.94 51,881 2.72 0.0261
2025-11-12 2025-09-30 13F LENNAR CL A 526057104 400,724 129,902 47.97 50,507 68.61 0.0257
2025-08-12 2025-06-30 13F LENNAR CL A 526057104 270,822 57,381 26.88 29,956 22.28 0.0163
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 213,441 -123,782 -36.71 24,499 -46.73 0.0150
2025-02-11 2024-12-31 13F LENNAR CL A 526057104 337,223 50,243 17.51 45,987 -14.53 0.0264
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 286,980 29,327 11.38 53,803 39.34 0.0313
2024-08-07 2024-06-30 13F LENNAR CL A 526057104 257,653 25,782 11.12 38,614 -3.17 0.0236
2024-05-14 2024-03-31 13F LENNAR CL A 526057104 231,871 16,054 7.44 39,877 23.98 0.0251
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 215,817 -7,237 -3.24 32,165 28.49 0.0221
2023-11-13 2023-09-30 13F LENNAR CL A 526057104 223,054 56,014 33.53 25,033 19.60 0.0196
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 167,040 13,456 8.76 20,932 29.89 0.0158
2023-05-11 2023-03-31 13F LENNAR CL A 526057104 153,584 7,613 5.22 16,114 21.98 0.0127
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 145,971 107,606 280.48 13,210 361.89 0.0108
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 38,365 4,985 14.93 2,860 21.44 0.0025
2022-08-12 2022-06-30 13F LENNAR CL A 526057104 33,380 182 0.55 2,355 -12.58 0.0019
2022-05-11 2022-03-31 13F LENNAR CL A 526057104 33,198 -4,930 -12.93 2,694 -39.17 0.0018
2022-02-07 2021-12-31 13F LENNAR CL A 526057104 38,128 -8,269 -17.82 4,429 1.89 0.0028
2021-11-10 2021-09-30 13F LENNAR CL A 526057104 46,397 8,397 22.10 4,347 15.12 0.0030
2021-08-05 2021-06-30 13F LENNAR CL A 526057104 38,000 -137,457 -78.34 3,776 -78.74 0.0026
2021-05-14 2021-03-31 13F LENNAR CL A 526057104 175,457 168,059 2,271.68 17,762 3,049.29 0.0130
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 7,398 -4,108 -35.70 564 -40.00 0.0004
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 11,506 6,069 111.62 940 180.60 0.0008
2020-08-13 2020-06-30 13F LENNAR CL A 526057104 5,437 5,437 335 0.0003
2018-08-08 2018-06-30 13F LENNAR CL A 526057104 0 -136,614 -100.00 0 -100.00
2018-05-03 2018-03-31 13F LENNAR CL A 526057104 136,614 136,614 8,052 0.0082
2016-05-02 2016-03-31 13F LENNAR CL A 526057104 0 0 0 0.0000
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.