Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership455,992 shares
Latest Disclosed Value $ 39,598,358
Clearbridge Investments, LLC reports 25.62% increase in ownership of LEN / Lennar Corporation

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 455,992 shares of Lennar Corporation (MX:LEN) valued at $39,598,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 362,982 shares of Lennar Corporation. This represents a change in shares of 25.62% 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)
2026-05-13 2026-03-31 13F Lennar CL A 526057104 455,992 93,010 25.62 39,598 6.12 0.0310
2026-02-11 2025-12-31 13F Lennar CL A 526057104 362,982 -580,809 -61.54 37,315 -68.63 0.0299
2025-11-13 2025-09-30 13F Lennar CL A 526057104 943,791 555,470 143.04 118,955 176.95 0.0896
2025-08-12 2025-06-30 13F Lennar CL A 526057104 388,321 228,186 142.50 42,952 133.69 0.0349
2025-05-13 2025-03-31 13F Lennar CL A 526057104 160,135 -40,874 -20.33 18,380 -32.95 0.0161
2025-02-12 2024-12-31 13F Lennar CL A 526057104 201,009 4,795 2.44 27,412 -25.49 0.0222
2024-11-12 2024-09-30 13F Lennar CL A 526057104 196,214 30,283 18.25 36,786 47.93 0.0289
2024-08-27 2024-06-30 13F/A-1 Lennar CL A 526057104 165,931 28,938 21.12 24,868 5.56 0.0202
2024-08-14 2024-06-30 13F Lennar CL A 526057104 165,931 28,938 24,868 0.0203
2024-05-13 2024-03-31 13F Lennar CL A 526057104 136,993 105,835 339.67 23,560 407.41 0.0187
2024-02-09 2023-12-31 13F Lennar CL A 526057104 31,158 2,595 9.09 4,644 44.87 0.0040
2023-11-13 2023-09-30 13F Lennar CL A 526057104 28,563 1,230 4.50 3,206 -6.42 0.0031
2023-08-11 2023-06-30 13F Lennar CL A 526057104 27,333 1,659 6.46 3,425 26.95 0.0031
2023-05-12 2023-03-31 13F Lennar CL A 526057104 25,674 -2,244 -8.04 2,699 6.81 0.0026
2023-02-10 2022-12-31 13F Lennar CL A 526057104 27,918 113 0.41 2,527 21.85 0.0025
2022-11-14 2022-09-30 13F Lennar CL A 526057104 27,805 24,094 649.26 2,073 691.22 0.0021
2022-08-11 2022-06-30 13F Lennar CL A 526057104 3,711 -18 -0.48 262 -13.53 0.0002
2022-05-13 2022-03-31 13F Lennar CL A 526057104 3,729 -2,137 -36.43 303 -55.51 0.0002
2022-02-11 2021-12-31 13F Lennar CL A 526057104 5,866 530 9.93 681 36.20 0.0005
2021-11-12 2021-09-30 13F Lennar CL A 526057104 5,336 -1,520 -22.17 500 -26.58 0.0004
2021-08-13 2021-06-30 13F Lennar CL A 526057104 6,856 514 8.10 681 6.07 0.0005
2021-05-13 2021-03-31 13F Lennar CL A 526057104 6,342 26 0.41 642 33.47 0.0005
2021-02-10 2020-12-31 13F Lennar CL A 526057104 6,316 113 1.82 481 -5.13 0.0004
2020-11-12 2020-09-30 13F Lennar CL A 526057104 6,203 0 0.00 507 32.72 0.0004
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 6,203 -491,680 -98.75 382 -97.99 0.0003
2020-05-22 2020-03-31 13F/A-1 LENNAR CL A 526057104 497,883 -111,450 -18.29 19,019 -44.07 0.0206
2020-05-15 2020-03-31 13F LENNAR CL A 526057104 497,883 -111,450 19,019 20,617.1296
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 609,333 -1,043 -0.17 34,007 -0.24 0.0282
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 610,376 -6,930 -1.12 34,089 13.95 0.0298
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 617,306 -52,300 -7.81 29,915 -8.99 0.0259
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 669,606 90,079 15.54 32,871 44.88 0.0290
2019-02-14 2018-12-31 13F LENNAR CL A 526057104 579,527 574,931 12,509.38 22,688 10,452.56 0.0229
2018-11-28 2018-09-30 13F/A-1 LENNAR CL A 526057104 4,596 -600,245 -99.24 215 -99.32 0.0002
2018-11-14 2018-09-30 13F LENNAR CL A 526057104 4,596 -600,245 215
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 604,841 -10,060 -1.64 31,754 -12.38 0.0260
2018-05-15 2018-03-31 13F LENNAR CL A 526057104 614,901 -1,088 -0.18 36,242 -6.96 0.0342
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 615,989 615,989 334.90 38,955 663.08 0.0360
2013-11-14 2013-09-30 13F LENNAR CL A 526057104 0 -141,640 -100.00 0 -100.00
2013-08-14 2013-06-30 13F LENNAR CL A 526057104 141,640 141,640 5,105 0.0078
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.