Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership3,871 shares
Latest Disclosed Value $ 336,158
Everhart Financial Group, Inc. reports 16.34% decrease in ownership of LEN / Lennar Corporation

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 3,871 shares of Lennar Corporation (MX:LEN) valued at $336,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 4,627 shares of Lennar Corporation. This represents a change in shares of -16.34% 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)
2026-04-09 2026-03-31 13F LENNAR CL A 526057104 3,871 -756 -16.34 336 -29.26 0.0286
2026-01-07 2025-12-31 13F LENNAR CL A 526057104 4,627 -76 -1.62 476 -19.76 0.0441
2025-11-04 2025-09-30 13F LENNAR CL A 526057104 4,703 356 8.19 593 23.33 0.0594
2025-08-07 2025-06-30 13F LENNAR CL A 526057104 4,347 -720 -14.21 481 -17.38 0.0556
2025-04-16 2025-03-31 13F LENNAR CL A 526057104 5,067 -68 -1.32 582 -17.00 0.0795
2025-01-30 2024-12-31 13F LENNAR CL A 526057104 5,135 -887 -14.73 700 -38.00 0.1441
2024-11-04 2024-09-30 13F LENNAR CL A 526057104 6,022 798 15.28 1,129 44.37 0.2501
2024-07-24 2024-06-30 13F LENNAR CL A 526057104 5,224 684 15.07 783 0.26 0.2032
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 4,540 826 22.24 781 41.05 0.2273
2024-01-12 2023-12-31 13F LENNAR CL A 526057104 3,714 46 1.25 554 34.55 0.1961
2023-10-25 2023-09-30 13F LENNAR CL A 526057104 3,668 265 7.79 412 -3.52 0.1746
2023-07-13 2023-06-30 13F LENNAR CL A 526057104 3,403 437 14.73 426 36.98 0.1764
2023-04-25 2023-03-31 13F LENNAR CL A 526057104 2,966 385 14.92 312 33.48 0.1399
2023-02-09 2022-12-31 13F LENNAR CL A 526057104 2,581 2,581 234 0.1173
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.