Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionSchroder Investment Management Group
Latest Disclosed Ownership22,589 shares
Latest Disclosed Value $ 1,961,629
Schroder Investment Management Group reports 18.74% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Schroder Investment Management Group filed a 13F-HR form disclosing ownership of 22,589 shares of Lennar Corporation (MX:LEN) valued at $1,961,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,800 shares of Lennar Corporation. This represents a change in shares of -18.74% 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 22,589 -5,211 -18.74 1,962 -31.36 0.0003
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 27,800 -24,876 -47.22 2,858 -56.97 0.0022
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 52,676 12,662 31.64 6,639 50.03 0.0052
2025-08-13 2025-06-30 13F LENNAR CL A 526057104 40,014 -49,704 -55.40 4,426 -56.71 0.0037
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 89,718 -64,360 -41.77 10,222 -51.29 0.0103
2025-02-12 2024-12-31 13F LENNAR CL A 526057104 154,078 23,898 18.36 20,985 -13.81 0.0201
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 130,180 -29,851 -18.65 24,348 1.52 0.0250
2024-08-12 2024-06-30 13F LENNAR CL A 526057104 160,031 4,004 2.57 23,984 -10.62 0.0265
2024-05-14 2024-03-31 13F LENNAR CL A 526057104 156,027 13,805 9.71 26,834 26.59 0.0316
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 142,222 38,944 37.71 21,197 82.88 0.0275
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 103,278 2,884 2.87 11,591 -7.87 0.0172
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 100,394 58,101 137.38 12,580 183.01 0.0180
2023-05-11 2023-03-31 13F LENNAR CL A 526057104 42,293 -3,612 -7.87 4,445 7.01 0.0066
2023-02-10 2022-12-31 13F LENNAR CL A 526057104 45,905 -402 -0.87 4,154 20.34 0.0066
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 46,307 4,345 10.35 3,452 18.14 0.0057
2022-08-11 2022-06-30 13F LENNAR CL A 526057104 41,962 -110,669 -72.51 2,922 -77.25 0.0045
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 152,631 4,992 3.38 12,844 -25.11 0.0170
2022-02-14 2021-12-31 13F Lennar COM 526057104 147,639 456 0.31 17,150 24.37 0.0224
2021-11-12 2021-09-30 13F LENNAR CORPORATION USD0.10 COM 526057104 147,183 -31,842 -17.79 13,789 -22.47 0.0212
2021-08-13 2021-06-30 13F LENNAR CORPORATION USD0.10 COM 526057104 179,025 -78,456 -30.47 17,785 -31.76 0.0223
2021-05-28 2021-03-31 13F/A-1 LENNAR CORPORATION USD0.10 COM 526057104 257,481 -54,664 -17.51 26,064 113,221.74 0.0338
2021-05-17 2021-03-31 13F LENNAR CORPORATION USD0.10 COM 526057104 257,481 -54,664 26,064 0.0338
2021-02-24 2020-12-31 13F/A-1 LENNAR CORPORATION USD0.10 COM 526057104 312,145 74,670 31.44 24 -99.88 0.0336
2021-02-16 2020-12-31 13F LENNAR CORPORATION USD0.10 COM 526057104 312,145 74,670 24 0.0332
2020-11-13 2020-09-30 13F LENNAR CORPORATION USD0.10 COM 526057104 237,475 208,050 707.05 19,915 998.46 0.0318
2020-08-13 2020-06-30 13F LENNAR CORPORATION USD0.10 COM 526057104 29,425 12,986 79.00 1,813 181.09 0.0033
2020-05-15 2020-03-31 13F LENNAR CORPORATION USD0.10 COM 526057104 16,439 -173,919 -91.36 645 -93.93 0.0014
2020-02-11 2019-12-31 13F LENNAR CORPORATION USD0.10 COM 526057104 190,358 149,180 362.28 10,620 371.37 0.0173
2019-11-12 2019-09-30 13F LENNAR CORPORATION USD0.10 COM 526057104 41,178 -166,107 -80.13 2,253 -72.52 0.0040
2014-02-14 2013-12-31 13F Lennar Corp Common Stk USD0.10 COM 526057104 207,285 -92,862 -30.94 8,200 -22.82 0.0102
2013-12-09 2013-09-30 13F/A-1 Lennar Corp Common Stk USD0.10 COM 526057104 10,625,203 10,325,056 376,132 0.0113
2013-12-10 2013-09-30 13F/A-2 Lennar Corp Common Stk USD0.10 COM 526057104 300,147 300,147 10,625 0.0258
2013-11-08 2013-09-30 13F Lennar Corp Common Stk USD0.10 COM 526057104 300,147 10,625 0.0262
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.