Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionOppenheimer Asset Management Inc.
Latest Disclosed Ownership630,743 shares
Latest Disclosed Value $ 54,773,722
Oppenheimer Asset Management Inc. reports 16.33% increase in ownership of LEN / Lennar Corporation

On April 23, 2026 - Oppenheimer Asset Management Inc. filed a 13F-HR form disclosing ownership of 630,743 shares of Lennar Corporation (MX:LEN) valued at $54,773,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 542,190 shares of Lennar Corporation. This represents a change in shares of 16.33% 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)
2026-04-23 2026-03-31 13F LENNAR CL A 526057104 630,743 88,553 16.33 54,774 -1.73 0.1565
2026-02-02 2025-12-31 13F LENNAR CL A 526057104 542,190 88,707 19.56 55,737 -2.48 0.1687
2025-11-06 2025-09-30 13F LENNAR CL A 526057104 453,483 -1,102 -0.24 57,157 13.67 0.6287
2025-07-31 2025-06-30 13F LENNAR CL A 526057104 454,585 65,485 16.83 50,282 12.59 0.5767
2025-04-23 2025-03-31 13F LENNAR CL A 526057104 389,100 182,588 88.42 44,661 58.58 0.5542
2025-02-05 2024-12-31 13F LENNAR CL A 526057104 206,512 -2,083 -1.00 28,162 -27.99 0.3423
2024-11-05 2024-09-30 13F LENNAR CL A 526057104 208,595 -85,329 -29.03 39,107 -11.22 0.4708
2024-08-08 2024-06-30 13F LENNAR CL A 526057104 293,924 32,376 12.38 44,050 -2.07 0.5627
2024-05-07 2024-03-31 13F LENNAR CL A 526057104 261,548 -143,712 -35.46 44,981 -25.53 0.6591
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 405,260 3,250 0.81 60,400 33.87 0.8403
2023-11-08 2023-09-30 13F LENNAR CL A 526057104 402,010 5,662 1.43 45,118 -9.16 0.6923
2023-08-03 2023-06-30 13F LENNAR CL A 526057104 396,348 -137,221 -25.72 49,666 -11.44 0.7305
2023-05-10 2023-03-31 13F LENNAR CL A 526057104 533,569 4,105 0.78 56,083 17.04 0.8638
2023-02-07 2022-12-31 13F LENNAR CL A 526057104 529,464 13,272 2.57 47,916 24.52 0.7713
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 516,192 -31,009 -5.67 38,482 -0.35 0.6788
2022-08-08 2022-06-30 13F LENNAR CL A 526057104 547,201 547,201 38,616 0.6470
2020-08-11 2020-06-30 13F LENNAR CL A 526057104 0 -46 -100.00 0 -100.00
2020-05-08 2020-03-31 13F LENNAR CL A 526057104 46 0 0.00 2 -33.33 0.0000
2020-02-07 2019-12-31 13F LENNAR CL A 526057104 46 0 0.00 3 0.00 0.0001
2019-10-31 2019-09-30 13F LENNAR CL A 526057104 46 0 0.00 3 0.00 0.0001
2019-08-09 2019-06-30 13F LENNAR CL A 526057104 46 -28 -37.84 3 -25.00 0.0001
2019-04-24 2019-03-31 13F LENNAR CL A 526057104 74 -121 -62.05 4 -55.56 0.0001
2019-01-30 2018-12-31 13F LENNAR CL A 526057104 195 195 9 0.0002
2018-02-07 2017-12-31 13F LENNAR CL A 526057104 0 -63 -100.00 0 -100.00
2017-11-14 2017-09-30 13F LENNAR CL A 526057104 63 0 0.00 4 0.00 0.0001
2017-08-09 2017-06-30 13F LENNAR CL A 526057104 63 -347 -84.63 4 -81.82 0.0001
2017-05-15 2017-03-31 13F LENNAR CL A 526057104 410 410 22 0.0006
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.