Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionHorizon Kinetics Asset Management Llc
Latest Disclosed Ownership4,914 shares
Latest Disclosed Value $ 426,730
Horizon Kinetics Asset Management Llc reports 4.80% increase in ownership of LEN / Lennar Corporation

On May 15, 2026 - Horizon Kinetics Asset Management Llc filed a 13F-HR form disclosing ownership of 4,914 shares of Lennar Corporation (MX:LEN) valued at $426,730 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,689 shares of Lennar Corporation. This represents a change in shares of 4.80% 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 4,914 225 4.80 427 -11.62 0.0046
2026-02-11 2025-12-31 13F LENNAR CL A 526057104 4,689 -571 -10.86 482 -27.19 0.0065
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 5,260 -48 -0.90 663 12.78 0.0081
2025-08-12 2025-06-30 13F LENNAR CL A 526057104 5,308 2 0.04 587 -3.61 0.0070
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 5,306 -444 -7.72 609 -22.32 0.0069
2025-02-10 2024-12-31 13F LENNAR CL A 526057104 5,750 -112 -1.91 784 -28.66 0.0098
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 5,862 752 14.72 1,099 43.66 0.0164
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 5,110 33 0.65 766 -12.37 0.0134
2024-05-14 2024-03-31 13F LENNAR CL A 526057104 5,077 -50 -0.98 873 14.27 0.0165
2024-02-15 2023-12-31 13F LENNAR CL A 526057104 5,127 -75 -1.44 764 31.05 0.0160
2023-11-14 2023-09-30 13F LENNAR CORP CL A CL A 526057104 5,202 0 0.00 584 -10.45 0.0116
2023-08-14 2023-06-30 13F LENNAR CORP CL A CL A 526057104 5,202 -3 -0.06 652 19.01 0.0140
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 5,205 0 0.00 547 16.14 0.0105
2023-02-09 2022-12-31 13F/A-1 LENNAR CL A 526057104 5,205 -4 -0.08 471 21.39 0.0078
2023-02-07 2022-12-31 13F LENNAR CL A 526057104 5,205 -4 471 0.0080
2022-11-15 2022-09-30 13F LENNAR CL A 526057104 5,209 574 12.38 388 18.65 0.0078
2022-08-05 2022-06-30 13F LENNAR CL A 526057104 4,635 50 1.09 327 -12.10 0.0068
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 4,585 -50 -1.08 372 -30.86 0.0075
2022-02-15 2021-12-31 13F LENNAR CL A 526057104 4,635 50 1.09 538 25.12 0.0118
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 4,585 0 0.00 430 -5.70 0.0100
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 4,585 -850 -15.64 456 -17.09 0.0093
2021-05-11 2021-03-31 13F LENNAR CL A 526057104 5,435 0 0.00 550 32.85 0.0125
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 5,435 0 0.00 414 -6.76 0.0138
2020-11-16 2020-09-30 13F LENNAR CL A 526057104 5,435 -3,211 -37.14 444 -16.70 0.0178
2020-08-14 2020-06-30 13F LENNAR CL A 526057104 8,646 977 12.74 533 81.91 0.0193
2020-05-13 2020-03-31 13F LENNAR CL A 526057104 7,669 -112 -1.44 293 -32.49 0.0130
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 7,781 -707 -8.33 434 -8.44 0.0123
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 8,488 -293 -3.34 474 11.53 0.0143
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 8,781 -1,346 -13.29 425 -14.49 0.0117
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 10,127 10,127 497 0.0138
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.