Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionGAMMA Investing LLC
Latest Disclosed Ownership4,437 shares
Latest Disclosed Value $ 385,309
GAMMA Investing LLC reports 31.35% decrease in ownership of LEN / Lennar Corporation

On April 6, 2026 - GAMMA Investing LLC filed a 13F-HR form disclosing ownership of 4,437 shares of Lennar Corporation (MX:LEN) valued at $385,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 6,463 shares of Lennar Corporation. This represents a change in shares of -31.35% 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)
2026-04-06 2026-03-31 13F LENNAR CORP CL A Common Stock 526057104 4,437 -2,026 -31.35 385 -42.02 0.0180
2026-01-05 2025-12-31 13F LENNAR CORP CL A Common Stock 526057104 6,463 -321 -4.73 664 -22.34 0.0334
2025-10-02 2025-09-30 13F LENNAR CORP CL A Common Stock 526057104 6,784 1,586 30.51 855 48.95 0.0471
2025-07-14 2025-06-30 13F LENNAR CORP CL A Common Stock 526057104 5,198 1,953 60.18 575 54.30 0.0364
2025-04-15 2025-03-31 13F/A-1 LENNAR CORP CL A Common Stock 526057104 3,245 -130 -3.85 372 -19.13 0.0279
2025-04-07 2025-03-31 13F LENNAR CORP CL A Common Stock 526057104 372,461 369,086 3 0.0173
2025-01-03 2024-12-31 13F LENNAR CORP CL A Common Stock 526057104 3,375 25 0.75 460 -26.75 0.0392
2024-10-04 2024-09-30 13F LENNAR CORP CL A Common Stock 526057104 3,350 971 628 0.0623
2024-10-07 2024-09-30 13F LENNAR CORP CL A Common Stock 526057104 3,350 971 40.82 628 76.40 0.0623
2024-07-02 2024-06-30 13F LENNAR CORP CL A Common Stock 526057104 2,379 1,525 178.57 357 143.84 0.0486
2024-04-05 2024-03-31 13F LENNAR CORP CL A Common Stock 526057104 854 141 19.78 147 37.74 0.0299
2024-02-01 2023-12-31 13F LENNAR CORP CL A Common Stock 526057104 713 713 107 0.0289
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.