Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionNissay Asset Management Corp /japan/ /adv
Latest Disclosed Ownership27,396 shares
Latest Disclosed Value $ 2,379,069
Nissay Asset Management Corp /japan/ /adv reports 1.83% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Nissay Asset Management Corp /japan/ /adv filed a 13F-HR form disclosing ownership of 27,396 shares of Lennar Corporation (MX:LEN) valued at $2,379,069 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27,907 shares of Lennar Corporation. This represents a change in shares of -1.83% 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 27,396 -511 -1.83 2,379 -17.05 0.0126
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 27,907 -1,540 -5.23 2,869 -22.72 0.0149
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 29,447 -341 -1.14 3,712 12.66 0.0205
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 29,788 -1,429 -4.58 3,295 -8.07 0.0193
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 31,217 361 1.17 3,583 -15.36 0.0233
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 30,856 -865 -2.73 4,233 -28.82 0.0258
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 31,721 442 1.41 5,947 26.88 0.0377
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 31,279 72 0.23 4,688 -12.65 0.0310
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 31,207 -1,960 -5.91 5,367 8.56 0.0372
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 33,167 571 1.75 4,943 35.13 0.0398
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 32,596 649 2.03 3,658 -8.62 0.0324
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 31,947 -169 -0.53 4,003 18.61 0.0345
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 32,116 -1,014 -3.06 3,376 12.58 0.0302
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 33,130 -2,001 -5.70 2,998 14.47 0.0287
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 35,131 664 1.93 2,619 7.69 0.0275
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 34,467 -627 -1.79 2,432 -14.64 0.0242
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 35,094 316 0.91 2,849 -29.48 0.0248
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 34,778 905 2.67 4,040 27.32 0.0309
2021-11-10 2021-09-30 13F LENNAR CL A 526057104 33,873 1,134 3.46 3,173 -2.46 0.0269
2021-08-13 2021-06-30 13F LENNAR CL A 526057104 32,739 1,080 3.41 3,253 1.50 0.0286
2021-05-11 2021-03-31 13F LENNAR CL A 526057104 31,659 -686 -2.12 3,205 29.97 0.0316
2021-02-08 2020-12-31 13F LENNAR CL A 526057104 32,345 -850 -2.56 2,466 -9.04 0.0371
2020-10-20 2020-09-30 13F LENNAR CL A 526057104 33,195 -8,948 -21.23 2,711 4.39 0.0458
2020-07-27 2020-06-30 13F LENNAR CL A 526057104 42,143 -2,276 -5.12 2,597 53.03 0.0504
2020-05-05 2020-03-31 13F LENNAR CL A 526057104 44,419 324 0.73 1,697 -31.02 0.0432
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 44,095 -2,913 -6.20 2,460 -6.29 0.0547
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 47,008 739 1.60 2,625 17.08 0.0650
2019-08-07 2019-06-30 13F LENNAR CL A 526057104 46,269 -1,993 -4.13 2,242 -5.36 0.0567
2019-05-03 2019-03-31 13F LENNAR CL A 526057104 48,262 -3,456 -6.68 2,369 16.99 0.0626
2019-02-06 2018-12-31 13F LENNAR CL A 526057104 51,718 2,011 4.05 2,025 -12.75 0.0617
2018-10-30 2018-09-30 13F LENNAR CL A 526057104 49,707 1,262 2.61 2,321 -8.73 0.0625
2018-08-08 2018-06-30 13F LENNAR CL A 526057104 48,445 27,595 132.35 2,543 106.92 0.0744
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 20,850 5,186 33.11 1,229 23.89 0.0384
2018-02-14 2017-12-31 13F LENNAR CL A 526057104 15,664 15,664 992 0.0302
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.