Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionAtria Investments Llc
Latest Disclosed Ownership144,740 shares
Latest Disclosed Value $ 12,569,224
Atria Investments Llc reports 33.74% increase in ownership of LEN / Lennar Corporation

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 144,740 shares of Lennar Corporation (MX:LEN) valued at $12,569,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 108,223 shares of Lennar Corporation. This represents a change in shares of 33.74% 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)
2026-05-05 2026-03-31 13F LENNAR CL A 526057104 144,740 36,517 33.74 12,569 12.98 0.1406
2026-02-05 2025-12-31 13F LENNAR CL A 526057104 108,223 -2,582 -2.33 11,125 -20.34 0.1264
2025-11-06 2025-09-30 13F LENNAR CL A 526057104 110,805 -4,352 -3.78 13,966 9.64 0.1596
2025-08-04 2025-06-30 13F LENNAR CL A 526057104 115,157 3,202 2.86 12,738 -0.88 0.1504
2025-05-06 2025-03-31 13F LENNAR CL A 526057104 111,955 21,159 23.30 12,850 3.79 0.1647
2025-02-06 2024-12-31 13F LENNAR CL A 526057104 90,796 -1,906 -2.06 12,382 -28.76 0.1541
2024-11-01 2024-09-30 13F LENNAR CL A 526057104 92,702 -10,236 -9.94 17,380 12.65 0.2159
2024-08-13 2024-06-30 13F LENNAR CL A 526057104 102,938 2,097 2.08 15,427 -10.82 0.1998
2024-05-21 2024-03-31 13F LENNAR CL A 526057104 100,841 -16,953 -14.39 17,299 -1.28 0.2381
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 117,794 10,268 9.55 17,524 45.37 0.2712
2023-11-07 2023-09-30 13F LENNAR CL A 526057104 107,526 18,168 20.33 12,054 7.85 0.2147
2023-08-04 2023-06-30 13F LENNAR CL A 526057104 89,358 -4,505 -4.80 11,177 13.40 0.2018
2023-05-10 2023-03-31 13F LENNAR CL A 526057104 93,863 -5,028 -5.08 9,856 10.16 0.1866
2023-01-31 2022-12-31 13F LENNAR CL A 526057104 98,891 428 0.43 8,947 21.89 0.1834
2022-11-01 2022-09-30 13F LENNAR CL A 526057104 98,463 120 0.12 7,340 5.76 0.1620
2022-08-11 2022-06-30 13F LENNAR CL A 526057104 98,343 63,878 185.34 6,940 148.12 0.1455
2022-05-02 2022-03-31 13F LENNAR CL A 526057104 34,465 1,250 3.76 2,797 -27.50 0.0490
2022-02-04 2021-12-31 13F LENNAR CL A 526057104 33,215 -14,063 -29.75 3,858 -12.89 0.0687
2021-11-16 2021-09-30 13F LENNAR CL A 526057104 47,278 18,289 63.09 4,429 53.78 0.0800
2021-08-10 2021-06-30 13F LENNAR CL A 526057104 28,989 6,507 28.94 2,880 26.54 0.0556
2021-05-11 2021-03-31 13F LENNAR CL A 526057104 22,482 512 2.33 2,276 35.88 0.0504
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 21,970 -4,708 -17.65 1,675 -23.13 0.0404
2020-11-05 2020-09-30 13F LENNAR CL A 526057104 26,678 -663 -2.42 2,179 29.32 0.0662
2020-09-22 2020-06-30 13F/A-1 LENNAR CL A 526057104 27,341 27,341 1,685 0.0577
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 0 -17,286 -100.00 0 -100.00
2020-02-11 2019-12-31 13F LENNAR CL A 526057104 17,286 11,164 182.36 964 181.87 0.0261
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 6,122 456 8.05 342 21.28 0.0122
2019-08-26 2019-06-30 13F/A-1 LENNAR CL A 526057104 5,666 447 8.56 282 10.16 0.0105
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 5,219 5,219 256 0.0108
2019-02-12 2018-12-31 13F LENNAR CL A 526057104 0 -5,807 -100.00 0 -100.00
2018-10-09 2018-09-30 13F LENNAR CL A 526057104 5,807 -27,261 -82.44 271 -84.39 0.0107
2018-07-13 2018-06-30 13F LENNAR CL A 526057104 33,068 5,634 20.54 1,736 7.36 0.0763
2018-04-30 2018-03-31 13F LENNAR CL A 526057104 27,434 1,923 7.54 1,617 0.25 0.0780
2018-01-12 2017-12-31 13F LENNAR CL A 526057104 25,511 4,883 23.67 1,613 48.12 0.0801
2017-10-12 2017-09-30 13F LENNAR CL A 526057104 20,628 633 3.17 1,089 2.16 0.0593
2017-07-10 2017-06-30 13F LENNAR CL A 526057104 19,995 5,498 37.93 1,066 43.67 0.0652
2017-04-14 2017-03-31 13F LENNAR CL A 526057104 14,497 14,497 742 0.0483
2017-01-13 2016-12-31 13F LENNAR CL A 526057104 0 -6,407 -100.00 0 -100.00
2016-10-12 2016-09-30 13F LENNAR CL A 526057104 6,407 306 5.02 271 -7.82 0.0249
2016-07-12 2016-06-30 13F LENNAR CL A 526057104 6,101 1,934 46.41 294 45.54 0.0317
2016-04-19 2016-03-31 13F LENNAR CL A 526057104 4,167 4,167 0.00 202 0.0230
2016-01-14 2015-12-31 13F LENNAR CL A 526057104 0 -188 -100.00 0 -100.00
2015-11-12 2015-09-30 13F LENNAR CL A 526057104 188 188 3,912 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.