Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership39,029 shares
Latest Disclosed Value $ 3,388,478
Captrust Financial Advisors reports 189.60% increase in ownership of LEN / Lennar Corporation

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 39,029 shares of Lennar Corporation (MX:LEN) valued at $3,388,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,477 shares of Lennar Corporation. This represents a change in shares of 189.60% 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)
2026-05-14 2026-03-31 13F LENNAR CORP CL A Stock 526057104 39,029 25,552 189.60 3,388 144.62 0.0058
2026-02-17 2025-12-31 13F LENNAR CORP CL A Stock 526057104 13,477 1,611 13.58 1,385 -7.36 0.0026
2025-11-19 2025-09-30 13F LENNAR CORP CL A Stock 526057104 11,866 2,253 23.44 1,496 40.64 0.0030
2025-08-15 2025-06-30 13F LENNAR CORP CL A Stock 526057104 9,613 1,575 19.59 1,063 15.29 0.0024
2025-05-15 2025-03-31 13F LENNAR CORP CL A Stock 526057104 8,038 1,727 27.36 923 7.21 0.0023
2025-02-14 2024-12-31 13F LENNAR CORP CL A Stock 526057104 6,311 1,386 28.14 861 -6.83 0.0025
2024-11-14 2024-09-30 13F LENNAR CORP CL A Stock 526057104 4,925 -27 -0.55 923 24.39 0.0027
2024-08-15 2024-06-30 13F LENNAR CORP CL A Stock 526057104 4,952 499 11.21 742 -3.01 0.0024
2024-05-15 2024-03-31 13F LENNAR CORP CL A Stock 526057104 4,453 -7,369 -62.33 766 -56.56 0.0028
2024-02-14 2023-12-31 13F LENNAR CORP CL A Stock 526057104 11,822 -316 -2.60 1,762 29.30 0.0061
2023-11-15 2023-09-30 13F LENNAR CORP CL A Stock 526057104 12,138 -2,156 -15.08 1,362 -23.95 0.0052
2023-08-15 2023-06-30 13F LENNAR CORP CL A Stock 526057104 14,294 3,626 33.99 1,791 59.77 0.0071
2023-05-15 2023-03-31 13F LENNAR CORP CL A Stock 526057104 10,668 440 4.30 1,121 21.19 0.0049
2023-02-15 2022-12-31 13F LENNAR CORP CL A Stock 526057104 10,228 800 8.49 926 31.58 0.0047
2022-11-16 2022-09-30 13F LENNAR CORP CL A Stock 526057104 9,428 -4,444 -32.04 703 -28.19 0.0041
2022-08-23 2022-06-30 13F/A-1 LENNAR CORP CL A Common Stock 526057104 13,872 5,261 61.10 979 40.06 0.0063
2022-08-16 2022-06-30 13F LENNAR CORP CL A COM 526057104 14,533 5,922 1,026 0.0074
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 8,611 3,713 75.81 699 22.85 0.0045
2022-02-14 2021-12-31 13F LENNAR CORP CL A Common Stock 526057104 4,898 -484 -8.99 569 12.90 0.0039
2021-11-16 2021-09-30 13F LENNAR CORP CL A Common Stock 526057104 5,382 252 4.91 504 -1.18 0.0042
2021-08-16 2021-06-30 13F LENNAR CORP CL A Common Stock 526057104 5,130 1,161 29.25 510 26.87 0.0047
2021-05-17 2021-03-31 13F LENNAR CORP CL A Common Stock 526057104 3,969 3,003 310.87 402 443.24 0.0044
2021-02-16 2020-12-31 13F LENNAR CORP CL A Common Stock 526057104 966 65 7.21 74 -1.33 0.0010
2020-11-17 2020-09-30 13F LENNAR CORP CL A Common Stock 526057104 901 -405 -31.01 75 -3.85 0.0012
2020-08-14 2020-06-30 13F LENNAR CORP CL A Common Stock 526057104 1,306 1,306 78 0.0013
2020-02-14 2019-12-31 13F LENNAR CORP CL A Common Stock 526057104 0 -294 -100.00 0 -100.00
2019-11-14 2019-09-30 13F LENNAR CORP CL A Common Stock 526057104 294 24 8.89 16 23.08 0.0006
2019-08-13 2019-06-30 13F LENNAR CORP CL A Common Stock 526057104 270 -158 -36.92 13 -38.10 0.0005
2019-05-15 2019-03-31 13F LENNAR CORP CL A Common Stock 526057104 428 -4,672 -91.61 21 -89.50 0.0009
2019-02-13 2018-12-31 13F LENNAR CORP CL A Common Stock 526057104 5,100 0 0.00 200 -15.97 0.0107
2018-11-15 2018-09-30 13F LENNAR CORP CL A Common Stock 526057104 5,100 0 0.00 238 -11.19 0.0106
2018-08-13 2018-06-30 13F LENNAR CORP CL A Common Stock 526057104 5,100 1,630 46.97 268 36.04 0.0148
2018-05-15 2018-03-31 13F LENNAR CORP CL A Common Stock 526057104 3,470 -1,686 -32.70 197 -39.57 0.0122
2018-02-14 2017-12-31 13F LENNAR CORP CL A Common Stock 526057104 5,156 5,156 326 0.0197
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.