Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionNational Pension Service
Latest Disclosed Ownership363,786 shares
Latest Disclosed Value $ 31,591,176
National Pension Service reports 18.33% decrease in ownership of LEN / Lennar Corporation

On May 12, 2026 - National Pension Service filed a 13F-HR form disclosing ownership of 363,786 shares of Lennar Corporation (MX:LEN) valued at $31,591,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 445,407 shares of Lennar Corporation. This represents a change in shares of -18.33% 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)
2026-05-12 2026-03-31 13F LENNAR CL A 526057104 363,786 -81,621 -18.33 31,591 -31.00 0.0240
2026-02-10 2025-12-31 13F LENNAR LENNAR CORP 526057104 445,407 19,878 4.67 45,788 -14.63 0.0339
2025-11-04 2025-09-30 13F LENNAR CL A 526057104 425,529 21,680 5.37 53,634 20.07 0.0417
2025-08-08 2025-06-30 13F LENNAR CL A 526057104 403,849 -17,271 -4.10 44,670 -7.59 0.0386
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 421,120 55,572 15.20 48,336 0.91 0.0465
2025-02-05 2024-12-31 13F LENNAR CL A 526057104 365,548 -15,080 -3.96 47,902 -32.87 0.0453
2024-10-30 2024-09-30 13F LENNARCORP CLA 526057104 380,628 -1,951 -0.51 71,360 24.46 0.0688
2024-08-13 2024-06-30 13F LENNAR CL A 526057104 382,579 250 0.07 57,337 -12.80 0.0659
2024-05-14 2024-03-31 13F LENNAR CL A 526057104 382,329 -15,551 -3.91 65,753 10.88 0.0789
2024-02-07 2023-12-31 13F LENNAR CL A 526057104 397,880 0 0.00 59,300 33.14 0.0826
2023-11-15 2023-09-30 13F LENNAR CL A 526057104 397,880 -6,084 -1.51 44,539 -10.93 0.0713
2023-08-16 2023-06-30 13F LENNAR CL A 526057104 403,964 11,011 2.80 50,003 24.08 0.0807
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 392,953 -37,934 -8.80 40,297 3.34 0.0734
2023-02-24 2022-12-31 13F/A-1 LENNAR CL A 526057104 430,887 -22,533 -4.97 38,995 14.72 0.0767
2023-02-21 2022-12-31 13F LENNAR CL A 526057104 430,887 -22,533 39 0.0767
2023-02-24 2022-09-30 13F/A-1 LENNAR CL A 526057104 453,420 -14,023 -3.00 33,993 3.05 0.0709
2022-11-18 2022-09-30 13F LENNAR CL A 526057104 453,420 -14,023 33,993 0.0709
2022-08-17 2022-06-30 13F LENNAR CL A 526057104 467,443 9,642 2.11 32,987 -11.23 0.0680
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 457,801 13,101 2.95 37,160 -28.06 0.0678
2022-02-15 2021-12-31 13F LENNAR CL A 526057104 444,700 639 0.14 51,656 24.17 0.0901
2021-11-18 2021-09-30 13F LENNAR CL A 526057104 444,061 -19,295 -4.16 41,600 -9.63 0.0792
2021-08-17 2021-06-30 13F LENNAR CL A 526057104 463,356 9,745 2.15 46,034 0.25 0.0874
2021-05-14 2021-03-31 13F LENNAR CL A 526057104 453,611 4,339 0.97 45,919 34.08 0.0961
2021-02-19 2020-12-31 13F LENNAR CL A 526057104 449,272 8,489 1.93 34,248 -2.44 0.0781
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 440,783 0 0.00 35,104 29.24 0.0922
2020-08-11 2020-06-30 13F LENNAR CL A 526057104 440,783 -3,377 -0.76 27,161 60.08 0.0776
2020-05-27 2020-03-31 13F LENNAR CL A 526057104 444,160 0 0.00 16,967 -31.53 0.0574
2020-02-21 2019-12-31 13F LENNAR CL A 526057104 444,160 6,743 1.54 24,780 1.43 0.0680
2019-11-15 2019-09-30 13F LENNAR CL A 526057104 437,417 22,052 5.31 24,430 21.37 0.0773
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 415,365 32,732 8.55 20,129 7.17 0.0673
2019-05-15 2019-03-31 13F LENNAR CL A 526057104 382,633 15,510 4.22 18,783 6.06 0.0723
2019-02-15 2018-12-31 13F LENNAR CL A 526057104 367,123 20,785 6.00 17,710 9.52 0.0731
2018-11-15 2018-09-30 13F LENNAR CL A 526057104 346,338 -1,122 -0.32 16,171 -10.57 0.0658
2018-08-14 2018-06-30 13F LENNAR CL A 526057104 347,460 26,262 8.18 18,082 -4.48 0.0818
2018-04-13 2018-03-31 13F LENNAR CL A 526057104 321,198 68,408 27.06 18,931 18.42 0.0938
2018-01-17 2017-12-31 13F LENNAR CL A 526057104 252,790 7,487 3.05 15,986 24.77 0.0798
2017-10-16 2017-09-30 13F Lennar CL A 526057104 245,303 9,614 4.08 12,812 3.15 0.0705
2017-07-13 2017-06-30 13F LENNAR CL A 526057104 235,689 21,075 9.82 12,421 12.82 0.0740
2017-04-11 2017-03-31 13F LENNAR CL A 526057104 214,614 213,829 27,239.36 11,010 32,282.35 0.0737
2017-01-18 2016-12-31 13F LENNAR CL A 526057104 785 577 277.40 34 277.78 0.0002
2016-10-14 2016-09-30 13F LENNAR CL A 526057104 208 -53 -20.31 9 -25.00 0.0001
2016-08-11 2016-06-30 13F LENNAR CL A 526057104 261 -125,585 -99.79 12 -99.80 0.0001
2016-05-16 2016-03-31 13F LENNAR CL A 526057104 125,846 5,597 4.65 6,086 3.49 0.0610
2016-02-12 2015-12-31 13F LENNAR CL A 526057104 120,249 7,973 7.10 5,881 8.83 0.0618
2015-10-15 2015-09-30 13F LENNAR CL A 526057104 112,276 112,276 5,404 0.0683
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.