Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionBadgley Phelps Wealth Managers, LLC
Latest Disclosed Ownership59,374 shares
Latest Disclosed Value $ 5,156,039
Badgley Phelps Wealth Managers, LLC reports 30.13% increase in ownership of LEN / Lennar Corporation

On April 15, 2026 - Badgley Phelps Wealth Managers, LLC filed a 13F-HR form disclosing ownership of 59,374 shares of Lennar Corporation (MX:LEN) valued at $5,156,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 45,625 shares of Lennar Corporation. This represents a change in shares of 30.13% 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)
2026-04-15 2026-03-31 13F LENNAR CL A 526057104 59,374 13,749 30.13 5,156 9.94 0.1027
2026-01-28 2025-12-31 13F LENNAR CL A 526057104 45,625 -18,606 -28.97 4,690 -42.06 0.0859
2025-11-04 2025-09-30 13F LENNAR CL A 526057104 64,231 1,435 2.29 8,096 16.56 0.1703
2025-07-16 2025-06-30 13F LENNAR CL A 526057104 62,796 3,530 5.96 6,946 2.10 0.1538
2025-04-30 2025-03-31 13F LENNAR CL A 526057104 59,266 11,057 22.94 6,803 3.47 0.1642
2025-02-11 2024-12-31 13F LENNAR CL A 526057104 48,209 -1,285 -2.60 6,574 -29.15 0.1534
2024-10-18 2024-09-30 13F LENNAR CL A 526057104 49,494 3,189 6.89 9,279 33.72 0.2156
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 46,305 8,633 22.92 6,940 7.12 0.1717
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 37,672 37,672 6,479 0.1621
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.