Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionBrave Warrior Advisors, LLC
Latest Disclosed Ownership2,410,050 shares
Latest Disclosed Value $ 209,288,742
Brave Warrior Advisors, LLC reports 0.06% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Brave Warrior Advisors, LLC filed a 13F-HR form disclosing ownership of 2,410,050 shares of Lennar Corporation (MX:LEN) valued at $209,288,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,411,414 shares of Lennar Corporation. This represents a change in shares of -0.06% 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 2,410,050 -1,364 -0.06 209,289 -15.57 5.1802
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 2,411,414 405,908 20.24 247,893 -1.93 5.8071
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 2,005,506 -151,621 -7.03 252,774 5.94 5.8678
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 2,157,127 -32,481 -1.48 238,600 -5.06 5.4693
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 2,189,608 415,218 23.40 251,323 3.86 5.7559
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 1,774,390 -6,462 -0.36 241,974 -27.53 6.0202
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 1,780,852 195,540 12.33 333,874 40.53 6.9268
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 1,585,312 570,871 56.27 237,591 36.18 5.2653
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 1,014,441 442,874 77.48 174,464 104.80 3.6497
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 571,567 -442,371 -43.63 85,186 -25.14 2.0324
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 1,013,938 290,822 40.22 113,794 25.58 2.8408
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 723,116 -151,774 -17.35 90,614 -1.46 2.3944
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 874,890 -3,575 -0.41 91,960 15.67 2.8442
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 878,465 -19,454 -2.17 79,501 18.76 2.5052
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 897,919 85,455 10.52 66,940 16.75 2.3139
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 812,464 96,660 13.50 57,336 -1.32 1.9683
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 715,804 715,804 58,102 1.7138
2020-11-16 2020-09-30 13F LENNAR CL A 526057104 0 -1,208,285 -100.00 0 -100.00
2020-08-19 2020-06-30 13F/A-01 LENNAR CL A 526057104 1,208,285 -469,166 -27.97 74,455 16.19 3.7015
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 1,208,285 -469,166 74,455 3,701,453.6862
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 1,677,451 -692,176 -29.21 64,079 -51.53 3.6890
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 2,369,627 -145,117 -5.77 132,201 -5.87 6.9879
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 2,514,744 -859,753 -25.48 140,448 -14.11 7.4948
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 3,374,497 -262,670 -7.22 163,528 -8.41 8.6969
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 3,637,167 213,785 6.24 178,549 33.22 8.9719
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 3,423,382 1,208,074 54.53 134,025 29.58 6.8169
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 2,215,308 2,215,308 103,433 4.4052
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.