Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership377,239 shares
Latest Disclosed Value $ 32,759,435
Renaissance Technologies Llc reports 25.25% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 377,239 shares of Lennar Corporation (MX:LEN) valued at $32,759,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 504,639 shares of Lennar Corporation. This represents a change in shares of -25.25% 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 377,239 -127,400 -25.25 32,759 -36.85 0.0512
2026-02-12 2025-12-31 13F LENNAR CL A 526057104 504,639 504,639 51,877 0.0805
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 0 -515,833 -100.00 0 -100.00
2025-08-13 2025-06-30 13F LENNAR CL A 526057104 515,833 -423,500 -45.09 57,056 -47.08 0.0759
2025-05-14 2025-03-31 13F LENNAR CL A 526057104 939,333 302,200 47.43 107,817 24.09 0.1632
2025-02-13 2024-12-31 13F LENNAR CL A 526057104 637,133 637,133 86,886 0.1286
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 0 -348,933 -100.00 0 -100.00
2024-08-09 2024-06-30 13F LENNAR CL A 526057104 348,933 272,800 358.32 52,295 402,161.54 0.0887
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 76,133 -249,900 -76.65 13 -72.92 0.0206
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 326,033 6,200 1.94 49 37.14 0.0752
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 319,833 308,500 2,722.14 36 3,400.00 0.0612
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 11,333 11,333 1 0.0020
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 0 -109,033 -100.00 0 -100.00
2022-08-12 2022-06-30 13F LENNAR CL A 526057104 109,033 -691,200 -86.37 7,694 -88.15 0.0091
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 800,233 671,600 522.11 64,955 334.71 0.0762
2022-02-11 2021-12-31 13F LENNAR CL A 526057104 128,633 128,633 14,942 0.0186
2021-05-13 2021-03-31 13F LENNAR CL A 526057104 0 -561,033 -100.00 0 -100.00
2021-02-10 2020-12-31 13F LENNAR CL A 526057104 561,033 561,033 42,768 0.0464
2020-11-13 2020-09-30 13F LENNAR CL A 526057104 0 -458,233 -100.00 0 -100.00
2020-08-13 2020-06-30 13F LENNAR CL A 526057104 458,233 458,233 28,236 0.0244
2020-05-14 2020-03-31 13F LENNAR CL A 526057104 0 -649,633 -100.00 0 -100.00
2020-02-13 2019-12-31 13F LENNAR CL A 526057104 649,633 649,633 36,243 0.0279
2019-05-14 2019-03-31 13F LENNAR CL A 526057104 0 -1,608,233 -100.00 0 -100.00
2019-02-12 2018-12-31 13F LENNAR CL A 526057104 1,608,233 1,608,233 62,962 0.0689
2018-11-13 2018-09-30 13F LENNAR CL A 526057104 0 -732,533 -100.00 0 -100.00
2018-08-13 2018-06-30 13F/A-1 LENNAR CL A 526057104 732,533 -867,900 -54.23 38,458 -59.23 0.0419
2018-08-13 2018-06-30 13F LENNAR CL A 526057104 1,600,433 94,330
2018-05-14 2018-03-31 13F LENNAR CL A 526057104 1,600,433 -224,367 -12.30 94,330 -18.26 0.1032
2018-02-13 2017-12-31 13F LENNAR CL A 526057104 1,824,800 1,824,800 14.02 115,400 22.34 0.1272
2017-05-12 2017-03-31 13F LENNAR CL A 526057104 0 -1,188,400 -100.00 0 -100.00
2017-02-13 2016-12-31 13F LENNAR CL A 526057104 1,188,400 1,188,400 51,018 0.0807
2016-11-14 2016-09-30 13F LENNAR CL A 526057104 0 -187,700 -100.00 0 -100.00
2016-08-12 2016-06-30 13F LENNAR CL A 526057104 187,700 187,700 0.00 8,653 0.0165
2016-02-11 2015-12-31 13F LENNAR CL A 526057104 0 0 0 0.0000
2015-08-14 2015-06-30 13F LENNAR CL A 526057104 0 -392,500 -100.00 0 -100.00
2015-05-13 2015-03-31 13F LENNAR CL A 526057104 392,500 -193,800 -33.05 20,335 -22.60 0.0433
2015-02-13 2014-12-31 13F LENNAR CL A 526057104 586,300 586,300 26,272 0.0634
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.