Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionArizona State Retirement System
Latest Disclosed Ownership55,719 shares
Latest Disclosed Value $ 4,838,638
Arizona State Retirement System reports 4.70% decrease in ownership of LEN / Lennar Corporation

On May 1, 2026 - Arizona State Retirement System filed a 13F-HR form disclosing ownership of 55,719 shares of Lennar Corporation (MX:LEN) valued at $4,838,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 58,466 shares of Lennar Corporation. This represents a change in shares of -4.70% 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 55,719 -2,747 -4.70 4,839 -19.50 0.0283
2026-01-28 2025-12-31 13F LENNAR CL A 526057104 58,466 -8,744 -13.01 6,010 -29.05 0.0327
2025-11-03 2025-09-30 13F LENNAR CL A 526057104 67,210 -654 -0.96 8,471 12.86 0.0451
2025-08-13 2025-06-30 13F LENNAR CL A 526057104 67,864 -1,213 -1.76 7,506 -5.32 0.0433
2025-05-01 2025-03-31 13F LENNAR CL A 526057104 69,077 -286 -0.41 7,929 -16.19 0.0505
2025-02-06 2024-12-31 13F LENNAR CL A 526057104 69,363 115 0.17 9,459 -27.14 0.0578
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 69,248 1,937 2.88 12,983 28.70 0.0819
2024-08-05 2024-06-30 13F LENNAR CL A 526057104 67,311 -1,493 -2.17 10,088 -14.75 0.0673
2024-05-07 2024-03-31 13F LENNAR CL A 526057104 68,804 52 0.08 11,833 15.48 0.0819
2024-01-24 2023-12-31 13F LENNAR CL A 526057104 68,752 -143 -0.21 10,247 32.51 0.0778
2023-11-07 2023-09-30 13F LENNAR CL A 526057104 68,895 -362 -0.52 7,732 -10.90 0.0657
2023-08-01 2023-06-30 13F LENNAR CL A 526057104 69,257 -4,811 -6.50 8,679 11.47 0.0704
2023-04-27 2023-03-31 13F LENNAR CL A 526057104 74,068 1,892 2.62 7,785 19.20 0.0699
2023-02-08 2022-12-31 13F LENNAR CL A 526057104 72,176 1,167 1.64 6,532 23.37 0.0631
2022-11-07 2022-09-30 13F LENNAR CL A 526057104 71,009 -1,939 -2.66 5,294 2.84 0.0548
2022-07-28 2022-06-30 13F LENNAR CL A 526057104 72,948 -2,724 -3.60 5,148 -16.18 0.0500
2022-05-04 2022-03-31 13F LENNAR CL A 526057104 75,672 882 1.18 6,142 -29.30 0.0495
2022-02-04 2021-12-31 13F LENNAR CL A 526057104 74,790 -2,599 -3.36 8,688 19.83 0.0662
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 77,389 -196 -0.25 7,250 -5.94 0.0592
2021-08-02 2021-06-30 13F LENNAR CORP A CL A 526057104 77,585 -1,738 -2.19 7,708 -4.01 0.0627
2021-05-06 2021-03-31 13F LENNAR CORP A CL A 526057104 79,323 576 0.73 8,030 33.77 0.0701
2021-01-28 2020-12-31 13F LENNAR CORP A CL A 526057104 78,747 -4,815 -5.76 6,003 -12.04 0.0544
2020-11-05 2020-09-30 13F LENNAR CORP A CL A 526057104 83,562 19,528 30.50 6,825 72.96 0.0679
2020-08-04 2020-06-30 13F LENNAR CORP A CL A 526057104 64,034 -58,721 -47.84 3,946 -15.85 0.0557
2020-05-05 2020-03-31 13F LENNAR CORP A CL A 526057104 122,755 -64,992 -34.62 4,689 -55.23 0.0806
2020-01-27 2019-12-31 13F LENNAR CORP A CL A 526057104 187,747 26,718 16.59 10,474 16.47 0.1261
2019-10-31 2019-09-30 13F LENNAR CORP A CL A 526057104 161,029 2,502 1.58 8,993 17.07 0.1097
2019-07-25 2019-06-30 13F LENNAR CORP A CL A 526057104 158,527 7,121 4.70 7,682 3.35 0.0889
2019-04-29 2019-03-31 13F LENNAR CORP A CL A 526057104 151,406 -8,403 -5.26 7,433 18.79 0.0884
2019-01-28 2018-12-31 13F LENNAR CORP A CL A 526057104 159,809 -11,174 -6.54 6,257 -21.62 0.0805
2018-10-29 2018-09-30 13F LENNAR CORP A CL A 526057104 170,983 7,374 4.51 7,983 -7.06 0.0753
2018-08-07 2018-06-30 13F LENNAR CORP A CL A 526057104 163,609 22,020 15.55 8,589 2.92 0.0864
2018-05-14 2018-03-31 13F LENNAR CORP A CL A 526057104 141,589 21,000 17.41 8,345 9.43 0.0842
2018-02-09 2017-12-31 13F LENNAR CORP A CL A 526057104 120,589 20,908 20.97 7,626 44.90 0.0743
2017-11-14 2017-09-30 13F LENNAR CORP A CL A 526057104 99,681 49,250 97.66 5,263 95.72 0.0629
2017-08-02 2017-06-30 13F LENNAR CORP A CL A 526057104 50,431 100 0.20 2,689 4.39 0.0373
2017-05-10 2017-03-31 13F LENNAR CORP A CL A 526057104 50,331 1,800 3.71 2,576 23.67 0.0362
2017-02-10 2016-12-31 13F LENNAR CORP A CL A 526057104 48,531 2,300 4.98 2,083 6.44 0.0307
2016-11-01 2016-09-30 13F LENNAR CORP A CL A 526057104 46,231 1,200 2.66 1,957 -5.73 0.0297
2016-08-15 2016-06-30 13F LENNAR CORP A CL A 526057104 45,031 -3,800 -7.78 2,076 -12.07 0.0291
2016-05-16 2016-03-31 13F LENNAR CORP A CL A 526057104 48,831 -300 -0.61 2,361 -1.75 0.0307
2016-02-12 2015-12-31 13F LENNAR CORP A CL A 526057104 49,131 1,500 3.15 2,403 4.84 0.0320
2015-11-20 2015-09-30 13F LENNAR CORP A CL A 526057104 47,631 -2,300 -4.61 2,292 2.46 0.0321
2015-02-11 2014-12-31 13F LENNAR CORP A COM 526057104 49,931 400 0.81 2,237 16.33 0.0264
2014-11-21 2014-09-30 13F LENNAR CORP A COM 526057104 49,531 900 1.85 1,923 -5.78 0.0239
2014-08-07 2014-06-30 13F LENNAR CORP A COM 526057104 48,631 -500 -1.02 2,041 4.88 0.0247
2014-05-19 2014-03-31 13F LENNAR CORP A COM 526057104 49,131 1,300 2.72 1,946 2.85 0.0246
2014-02-05 2013-12-31 13F LENNAR CORP A COM 526057104 47,831 -1,100 -2.25 1,892 9.24 0.0233
2013-11-01 2013-09-30 13F LENNAR CORP A COM 526057104 48,931 0 0.00 1,732 -1.76 0.0222
2013-09-17 2013-06-30 13F LENNAR CORP A COM 526057104 48,931 -900 -1.81 1,763 -14.67 0.0240
2013-09-17 2013-03-31 13F LENNAR CORP A COM 526057104 49,831 49,831 2,066 0.0296
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.