Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionBrevan Howard Capital Management LP
Latest Disclosed Ownership8,938 shares
Latest Disclosed Value $ 776,176
Brevan Howard Capital Management LP reports 63.45% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Brevan Howard Capital Management LP filed a 13F-HR form disclosing ownership of 8,938 shares of Lennar Corporation (MX:LEN) valued at $776,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,455 shares of Lennar Corporation. This represents a change in shares of -63.45% 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)
2026-05-15 2026-03-31 13F LENNAR CL A 526057104 8,938 -15,517 -63.45 776 -69.12 0.0052
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 24,455 -35,272 -59.06 2,514 -66.61 0.0274
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 59,727 27,064 82.86 7,528 108.39 0.0336
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 32,663 -33,802 -50.86 3,613 -52.65 0.0209
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 66,465 49,625 294.69 7,629 232.23 0.0734
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 16,840 4,621 37.82 2,296 0.26 0.0148
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 12,219 10,790 755.07 2,291 970.09 0.0159
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 1,429 -2,027 -58.65 214 -63.97 0.0019
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 3,456 -411 -10.63 594 3.13 0.0054
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 3,867 1,210 45.54 576 93.29 0.0070
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 2,657 2,657 298 0.0038
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.