Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionCredit Agricole S A
Latest Disclosed Ownership66,907 shares
Latest Disclosed Value $ 5,810,204
Credit Agricole S A reports 11.51% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Credit Agricole S A filed a 13F-HR form disclosing ownership of 66,907 shares of Lennar Corporation (MX:LEN) valued at $5,810,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 75,611 shares of Lennar Corporation. This represents a change in shares of -11.51% 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 66,907 -8,704 -11.51 5,810 -25.24 0.0048
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 75,611 7,365 10.79 7,773 -9.64 0.0176
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 68,246 537 0.79 8,602 10.68 0.0228
2025-05-14 2025-03-31 13F LENNAR CL A 526057104 67,709 4,307 6.79 7,772 -10.12 0.0244
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 63,402 29,636 87.77 8,646 36.59 0.0253
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 33,766 2,948 9.57 6,330 37.07 0.0272
2024-08-13 2024-06-30 13F LENNAR CL A 526057104 30,818 15,484 100.98 4,619 97.52 0.0248
2024-05-14 2024-03-31 13F LENNAR CL A 526057104 15,334 8,022 109.71 2,338 114.69 0.0251
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 7,312 1,220 20.03 1,090 59.44 0.0124
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 6,092 5,764 1,757.32 684 1,565.85 0.0111
2023-07-31 2023-06-30 13F LENNAR CL A 526057104 328 -677 -67.36 41 -60.95 0.0007
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 1,005 156 18.37 106 38.16 0.0022
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 849 -2,400 -73.87 77 -68.60 0.0016
2022-11-14 2022-09-30 13F/A-1 LENNAR CL A 526057104 3,249 0 0.00 242 5.68 0.0046
2022-11-10 2022-09-30 13F LENNAR CL A 526057104 3,249 0 242 0.0009
2022-08-08 2022-06-30 13F LENNAR CL A 526057104 3,249 257 8.59 229 -5.76 0.0056
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 2,992 2,400 405.41 243 252.17 0.0043
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 592 0 0.00 69 25.45 0.0011
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 592 25 4.41 55 -1.79 0.0010
2021-08-10 2021-06-30 13F LENNAR CL A 526057104 567 0 0.00 56 -1.75 0.0011
2021-05-17 2021-03-31 13F LENNAR CL A 526057104 567 567 57 0.0015
2020-05-14 2020-03-31 13F LENNAR CL A 526057104 0 -1 -100.00 0 0.0000
2020-02-12 2019-12-31 13F LENNAR CL A 526057104 1 0 0.00 0 0.0000
2019-11-08 2019-09-30 13F LENNAR CL A 526057104 1 1 0 0.0000
2018-02-13 2017-12-31 13F LENNAR CL A 526057104 0 -162,856 -100.00 0 -100.00
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 162,856 6,027 3.84 8,599 2.85 0.0293
2017-08-14 2017-06-30 13F LENNAR CL A 526057104 156,829 -29,898 -16.01 8,361 -12.53 0.0274
2017-05-11 2017-03-31 13F LENNAR CL A 526057104 186,727 15,748 9.21 9,559 30.25 0.0292
2017-03-02 2016-12-31 13F/A-1 LENNAR CL A 526057104 170,979 6,249 3.79 7,339 5.22 0.0236
2017-02-13 2016-12-31 13F LENNAR CL A 526057104 170,979 7,339
2016-11-10 2016-09-30 13F LENNAR CL A 526057104 164,730 1,013 0.62 6,975 -7.58 0.0227
2016-08-10 2016-06-30 13F LENNAR CL A 526057104 163,717 26,856 19.62 7,547 14.04 0.0291
2016-05-12 2016-03-31 13F LENNAR CL A 526057104 136,861 -307,504 -69.20 6,618 -69.55 0.0313
2016-02-11 2015-12-31 13F LENNAR CL A 526057104 444,365 -1,731 -0.39 21,734 1.22 0.1017
2015-11-13 2015-09-30 13F LENNAR CL A 526057104 446,096 87,427 24.38 21,471 17.28 0.1066
2015-08-12 2015-06-30 13F LENNAR CL A 526057104 358,669 -32,500 -8.31 18,307 -9.67 0.0859
2015-05-12 2015-03-31 13F LENNAR CL A 526057104 391,169 -138,175 -26.10 20,266 -16.28 0.0904
2015-02-09 2014-12-31 13F LENNAR CL A 526057104 529,344 -56,331 -9.62 24,208 6.45 0.1034
2014-11-13 2014-09-30 13F LENNAR CL A 526057104 585,675 -38,994 -6.24 22,741 -13.28 0.0970
2014-08-12 2014-06-30 13F LENNAR CL A 526057104 624,669 -62,185 -9.05 26,224 -3.63 0.1109
2014-05-12 2014-03-31 13F LENNAR CL A 526057104 686,854 120,326 21.24 27,213 21.42 0.1096
2014-02-11 2013-12-31 13F LENNAR CL A 526057104 566,528 89,867 18.85 22,412 32.83 0.0926
2013-11-13 2013-09-30 13F LENNAR CL A 526057104 476,661 -6,267 -1.30 16,873 0.0739
2013-08-14 2013-06-30 13F LENNAR CL A 526057104 482,928 482,928 0
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.