Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership3,411 shares
Latest Disclosed Value $ 296,211
Panagora Asset Management Inc reports 2.90% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 3,411 shares of Lennar Corporation (MX:LEN) valued at $296,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,169 shares of Lennar Corporation. This represents a change in shares of -2.90% 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)
2026-05-14 2026-03-31 13F LENNAR CL A 526057104 3,411 -102 -2.90 296 -18.01 0.0011
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 3,513 -219 -5.87 361 -23.19 0.0013
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 3,732 0 0.00 470 14.08 0.0019
2025-08-13 2025-06-30 13F LENNAR CL A 526057104 3,732 -10 -0.27 413 -3.96 0.0019
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 3,742 -87,191 -95.88 430 -96.54 0.0021
2025-02-13 2024-12-31 13F LENNAR CL A 526057104 90,933 10,844 13.54 12,401 -17.42 0.0573
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 80,089 52,393 189.17 15,015 261.81 0.0717
2024-07-29 2024-06-30 13F LENNAR CL A 526057104 27,696 15,038 118.80 4,151 90.72 0.0209
2024-05-07 2024-03-31 13F LENNAR CL A 526057104 12,658 -1,886 -12.97 2,177 0.42 0.0113
2024-02-08 2023-12-31 13F LENNAR CL A 526057104 14,544 1,458 11.14 2,168 47.62 0.0121
2023-10-31 2023-09-30 13F LENNAR CL A 526057104 13,086 -47 -0.36 1,469 -10.76 0.0091
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 13,133 50 0.38 1,646 19.64 0.0097
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 13,083 -60,718 -82.27 1,375 -79.41 0.0087
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 73,801 8,361 12.78 6,679 36.87 0.0438
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 65,440 -72 -0.11 4,879 5.54 0.0338
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 65,512 -81,984 -55.58 4,623 -61.38 0.0303
2022-05-12 2022-03-31 13F LENNAR CL A 526057104 147,496 2,037 1.40 11,972 -29.15 0.0652
2022-02-10 2021-12-31 13F LENNAR CL A 526057104 145,459 -6,019 -3.97 16,897 19.08 0.0895
2021-11-10 2021-09-30 13F LENNAR CL A 526057104 151,478 -38,802 -20.39 14,190 -24.94 0.0758
2021-08-11 2021-06-30 13F LENNAR CL A 526057104 190,280 106,235 126.40 18,904 122.19 0.1013
2021-05-12 2021-03-31 13F LENNAR CORP-A COMMON 526057104 84,045 -263 -0.31 8,508 32.38 0.0478
2021-02-10 2020-12-31 13F LENNAR CORP-A COMMON 526057104 84,308 -24,086 -22.22 6,427 -27.41 0.0380
2020-11-13 2020-09-30 13F LENNAR CORP-A COMMON 526057104 108,394 70,812 188.42 8,854 282.30 0.0555
2020-08-12 2020-06-30 13F LENNAR CORP-A COMMON 526057104 37,582 -2,157 -5.43 2,316 52.57 0.0148
2020-05-14 2020-03-31 13F LENNAR CORP-A COMMON 526057104 39,739 -8,713 -17.98 1,518 -43.84 0.0107
2020-02-12 2019-12-31 13F LENNAR CORP-A COMMON 526057104 48,452 12,445 34.56 2,703 34.41 0.0123
2019-11-12 2019-09-30 13F LENNAR CORP-A COMMON 526057104 36,007 -1,417 -3.79 2,011 10.86 0.0093
2019-08-09 2019-06-30 13F LENNAR CORP-A COMMON 526057104 37,424 -22,802 -37.86 1,814 -38.63 0.0081
2019-05-15 2019-03-31 13F LENNAR CORP-A COMMON 526057104 60,226 13,372 28.54 2,956 61.18 0.0131
2019-02-14 2018-12-31 13F LENNAR CORP-A COMMON 526057104 46,854 14,173 43.37 1,834 20.18 0.0085
2018-11-13 2018-09-30 13F LENNAR CORP-A COMMON 526057104 32,681 1,372 4.38 1,526 -7.18 0.0057
2018-08-14 2018-06-30 13F LENNAR CORP-A COMMON 526057104 31,309 16,815 116.01 1,644 92.51 0.0065
2018-05-15 2018-03-31 13F LENNAR CORP-A COMMON 526057104 14,494 1,980 15.82 854 7.96 0.0034
2018-02-14 2017-12-31 13F LENNAR CORP-A COMMON 526057104 12,514 -12,077 -49.11 791 -39.06 0.0030
2017-11-14 2017-09-30 13F LENNAR CORP-A COMMON 526057104 24,591 12,001 95.32 1,298 93.44 0.0051
2017-08-14 2017-06-30 13F LENNAR CORP-A COMMON 526057104 12,590 -1,496 -10.62 671 -6.93 0.0027
2017-05-15 2017-03-31 13F LENNAR CORP-A COMMON 526057104 14,086 -54 -0.38 721 18.78 0.0030
2017-02-14 2016-12-31 13F LENNAR CORP-A COMMON 526057104 14,140 0 0.00 607 1.34 0.0028
2016-11-14 2016-09-30 13F LENNAR CORP-A COMMON 526057104 14,140 -60 -0.42 599 -8.55 0.0029
2016-08-15 2016-06-30 13F LENNAR CORP-A COMMON 526057104 14,200 1,267 9.80 655 4.80 0.0033
2016-05-16 2016-03-31 13F LENNAR CORP-A COMMON 526057104 12,933 0 0.00 625 -1.26 0.0031
2016-02-12 2015-12-31 13F LENNAR CORP-A COMMON 526057104 12,933 -19,316 -59.90 633 -59.21 0.0031
2015-11-13 2015-09-30 13F LENNAR CORP-A COMMON 526057104 32,249 22,241 222.23 1,552 203.72 0.0082
2015-08-14 2015-06-30 13F LENNAR CORP-A COMMON 526057104 10,008 -8,394 -45.61 511 -46.38 0.0026
2015-05-15 2015-03-31 13F LENNAR CORP-A COMMON 526057104 18,402 5,588 43.61 953 66.03 0.0048
2015-02-13 2014-12-31 13F LENNAR CORP-A COMMON 526057104 12,814 -1,170 -8.37 574 5.71 0.0029
2014-11-12 2014-09-30 13F LENNAR CORP-A COMMON 526057104 13,984 1,090 8.45 543 0.37 0.0026
2014-08-14 2014-06-30 13F LENNAR CORP-A COMMON 526057104 12,894 -3,695 -22.27 541 -17.66 0.0026
2014-05-15 2014-03-31 13F LENNAR CORP-A COMMON 526057104 16,589 1,526 10.13 657 10.23 0.0031
2014-02-21 2013-12-31 13F LENNAR CORP-A COMMON 526057104 15,063 -670 -4.26 596 7.00 0.0028
2013-11-14 2013-09-30 13F LENNAR CORP-A COMMON 526057104 15,733 57 0.36 557 -1.42 0.0027
2013-08-14 2013-06-30 13F LENNAR CORP-A COMMON 526057104 15,676 15,676 565 0.0029
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.