Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAtlas Capital Advisors Llc
Latest Disclosed Ownership4,594 shares
Latest Disclosed Value $ 398,942
Atlas Capital Advisors Llc reports 23.61% decrease in ownership of LEN / Lennar Corporation

On May 11, 2026 - Atlas Capital Advisors Llc filed a 13F-HR form disclosing ownership of 4,594 shares of Lennar Corporation (MX:LEN) valued at $398,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,014 shares of Lennar Corporation. This represents a change in shares of -23.61% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F Lennar Corp-A Equity 526057104 4,594 -1,420 -23.61 399 -35.60 0.0441
2026-02-13 2025-12-31 13F Lennar Corp-A Equity 526057104 6,014 -428 -6.64 618 -13.20 0.0688
2025-08-12 2025-06-30 13F Lennar Corp-A Equity 526057104 6,442 -698 -9.78 713 -13.06 0.0870
2025-05-12 2025-03-31 13F Lennar Corp-A Equity 526057104 7,140 -660 -8.46 820 -22.95 0.1024
2025-02-12 2024-12-31 13F Lennar Corp-A Equity 526057104 7,800 -48 -0.61 1,064 -27.74 0.1350
2024-11-05 2024-09-30 13F Lennar Corp-A Equity 526057104 7,848 562 7.71 1,471 34.83 0.2238
2024-11-05 2024-09-30 13F Lennar Corp-A Equity 526057104 7,848 1,471
2024-07-30 2024-06-30 13F Lennar Corp-A Equity 526057104 7,286 -864 -10.60 1,092 -22.13 0.1418
2024-04-15 2024-03-31 13F Lennar Corp-A Equity 526057104 8,150 260 3.30 1,402 19.23 0.2189
2024-02-15 2023-12-31 13F Lennar Corp-A Equity 526057104 7,890 270 3.54 1,176 37.43 0.1703
2023-11-14 2023-09-30 13F Lennar Corp-A Equity 526057104 7,620 32 0.42 855 -10.00 0.1408
2023-08-15 2023-06-30 13F Lennar Corp-A Equity 526057104 7,588 255 3.48 951 23.38 0.1441
2023-05-16 2023-03-31 13F LENNAR CORP-A Equity 526057104 7,333 796 12.18 771 30.29 0.1213
2023-02-15 2022-12-31 13F LENNAR CORP-A US Large Cap 526057104 6,537 -178 -2.65 592 18.20 0.0994
2022-11-08 2022-09-30 13F LENNAR CORP-A US Large Cap 526057104 6,715 0 0.00 501 5.71 0.0911
2022-08-16 2022-06-30 13F LENNAR CORP-A US Large Cap 526057104 6,715 -125 -1.83 474 -14.77 0.0803
2022-05-11 2022-03-31 13F LENNAR CORP-A US Large Cap 526057104 6,840 -162 -2.31 555 -31.73 0.0862
2022-02-01 2021-12-31 13F LENNAR CORP A US Large Cap 526057104 7,002 0 0.00 813 24.12 0.1212
2021-10-28 2021-09-30 13F LENNAR CORP A US Large Cap 526057104 7,002 0 0.00 656 -5.76 0.1052
2021-07-30 2021-06-30 13F LENNAR CORP-A US Large Cap 526057104 7,002 22 0.32 696 -1.56 0.1165
2021-05-10 2021-03-31 13F LENNAR CORP-A US Large Cap 526057104 6,980 -168 -2.35 707 29.78 0.1373
2021-02-16 2020-12-31 13F LENNAR CORP-A US Large Cap 526057104 7,148 -672 -8.59 545 -14.73 0.1146
2020-10-23 2020-09-30 13F LENNAR CORP-A US Large Cap 526057104 7,820 -297 -3.66 639 27.60 0.1513
2020-07-28 2020-06-30 13F LENNAR CORP-A US Large Cap 526057104 8,117 7,171 758.03 500 1,288.89 0.1173
2020-05-04 2020-03-31 13F LENNAR CORP-A US Large Cap 526057104 946 -5,563 -85.47 36 -90.08 0.0108
2020-01-28 2019-12-31 13F LENNAR CORP-A US Large Cap 526057104 6,509 3,135 92.92 363 93.09 0.0905
2019-10-31 2019-09-30 13F LENNAR CORP-A US Large Cap 526057104 3,374 -336 -9.06 188 5.03 0.0566
2019-07-25 2019-06-30 13F LENNAR CORP-A US Large Cap 526057104 3,710 3,091 499.35 180 496.67 0.0591
2019-04-29 2019-03-31 13F LENNAR CORP-A US Large Cap 526057104 619 0 0.00 30 25.00 0.0110
2019-01-29 2018-12-31 13F LENNAR CORP-A US Large Cap 526057104 619 0 0.00 24 -14.29 0.0097
2018-11-09 2018-09-30 13F LENNAR CORP-A US Large Cap 526057104 619 -3,610 -85.36 29 -88.03 0.0096
2018-07-30 2018-06-30 13F LENNAR CORP-A US Large Cap 526057104 4,229 4,229 235 0.0834
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.