Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionCrestwood Advisors Group LLC
Latest Disclosed Ownership11,220 shares
Latest Disclosed Value $ 974,345
Crestwood Advisors Group LLC reports 8.98% increase in ownership of LEN / Lennar Corporation

On May 5, 2026 - Crestwood Advisors Group LLC filed a 13F-HR form disclosing ownership of 11,220 shares of Lennar Corporation (MX:LEN) valued at $974,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 10,295 shares of Lennar Corporation. This represents a change in shares of 8.98% 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)
2026-05-05 2026-03-31 13F LENNAR CORP CL A Stock 526057104 11,220 925 8.98 974 -7.94 0.0163
2026-02-03 2025-12-31 13F LENNAR CORP CL A Stock 526057104 10,295 -24 -0.23 1,058 -18.62 0.0176
2025-11-07 2025-09-30 13F LENNAR CORP CL A Stock 526057104 10,319 226 2.24 1,301 16.49 0.0221
2025-08-05 2025-06-30 13F LENNAR CORP CL A Stock 526057104 10,093 170 1.71 1,116 -1.93 0.0200
2025-05-05 2025-03-31 13F LENNAR CORP CL A Stock 526057104 9,923 227 2.34 1,139 -13.92 0.0216
2025-02-04 2024-12-31 13F LENNAR CORP CL A Stock 526057104 9,696 -87 -0.89 1,322 -27.92 0.0248
2024-10-30 2024-09-30 13F LENNAR CORP CL A Stock 526057104 9,783 106 1.10 1,834 26.48 0.0350
2024-08-01 2024-06-30 13F LENNAR CORP CL A Stock 526057104 9,677 -27 -0.28 1,450 -13.07 0.0300
2024-05-08 2024-03-31 13F LENNAR CORP CL A Stock 526057104 9,704 132 1.38 1,669 16.97 0.0364
2024-02-13 2023-12-31 13F/A-1 LENNAR CORP CL A Stock 526057104 9,572 47 0.49 1,427 33.52 0.0332
2024-01-29 2023-12-31 13F LENNAR CORP CL A Stock 526057104 9,572 47 1,427 0.0332
2023-11-15 2023-09-30 13F LENNAR CORP CL A Stock 526057104 9,525 7 0.07 1,069 -10.40 0.0280
2023-08-15 2023-06-30 13F LENNAR CORP CL A Stock 526057104 9,518 22 0.23 1,193 19.44 0.0375
2023-05-12 2023-03-31 13F LENNAR CORP CL A Stock 526057104 9,496 0 0.00 998 16.18 0.0333
2023-02-14 2022-12-31 13F LENNAR CORP CL A Stock 526057104 9,496 0 0.00 859 21.33 0.0293
2022-10-26 2022-09-30 13F LENNAR CORP CL A Stock 526057104 9,496 0 0.00 708 5.67 0.0251
2022-07-07 2022-06-30 13F LENNAR CORP CL A Stock 526057104 9,496 -18 -0.19 670 -13.21 0.0226
2022-04-12 2022-03-31 13F LENNAR CORP CL A Stock 526057104 9,514 18 0.19 772 -30.01 0.0216
2022-02-15 2021-12-31 13F LENNAR CORP CL A Stock 526057104 9,496 0 0.00 1,103 23.93 0.0286
2021-11-03 2021-09-30 13F LENNAR CORP CL A Stock 526057104 9,496 0 0.00 890 -5.62 0.0252
2021-08-13 2021-06-30 13F LENNAR CORP CL A Stock 526057104 9,496 -6 -0.06 943 -1.98 0.0273
2021-04-21 2021-03-31 13F LENNAR CORP CL A Stock 526057104 9,502 6 0.06 962 32.87 0.0302
2021-02-09 2020-12-31 13F LENNAR CORP CL A Stock 526057104 9,496 9,496 724 0.0239
2017-07-31 2017-06-30 13F LENNAR CORP CL A Stock 526057104 0 -200 -100.00 0 -100.00
2017-05-03 2017-03-31 13F/A-1 LENNAR CORP CL A Stock 526057104 200 200 10 0.0009
2017-04-24 2017-03-31 13F LENNAR CORP CL A Stock 526057104 200 10 0.0010
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.