Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionSterling Capital Management LLC
Latest Disclosed Ownership182,185 shares
Latest Disclosed Value $ 15,820,946
Sterling Capital Management LLC reports 8.77% increase in ownership of LEN / Lennar Corporation

On April 22, 2026 - Sterling Capital Management LLC filed a 13F-HR form disclosing ownership of 182,185 shares of Lennar Corporation (MX:LEN) valued at $15,820,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 167,503 shares of Lennar Corporation. This represents a change in shares of 8.77% 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)
2026-04-22 2026-03-31 13F LENNAR COM 526057104 182,185 14,682 8.77 15,821 -8.12 0.2169
2026-02-13 2025-12-31 13F LENNAR COM 526057104 167,503 -22,869 -12.01 17,219 -28.24 0.2799
2025-11-12 2025-09-30 13F LENNAR CORP-A COM 526057104 190,372 87,567 85.18 23,994 111.01 0.3514
2025-08-08 2025-06-30 13F/A-1 LENNAR CORP-A COM 526057104 102,805 90,017 703.92 11,371 675.12 0.1615
2025-08-06 2025-06-30 13F LENNAR CORP-A COM 526057104 102,805 90,017 11,371 0.1615
2025-05-13 2025-03-31 13F LENNAR CORP-A COM 526057104 12,788 -1,189 -8.51 1,468 -23.03 0.0228
2025-02-13 2024-12-31 13F LENNAR CORP-A COM 526057104 13,977 -14,457 -50.84 1,906 -64.24 0.0261
2024-11-12 2024-09-30 13F LENNAR CORP-A COM 526057104 28,434 -1,132,442 -97.55 5,331 -91.78 0.0689
2019-11-14 2019-09-30 13F LENNAR CORP-A COM 526057104 1,160,876 16,376 1.43 64,835 16.90 0.6150
2019-08-14 2019-06-30 13F LENNAR CORP-A COM 526057104 1,144,500 4,691 0.41 55,462 -0.88 0.5354
2019-05-15 2019-03-31 13F LENNAR CORP-A COM 526057104 1,139,809 28,159 2.53 55,953 28.57 0.5532
2019-02-14 2018-12-31 13F LENNAR CORP-A COM 526057104 1,111,650 31,119 2.88 43,521 -13.73 0.4723
2018-11-01 2018-09-30 13F LENNAR CORP-A COM 526057104 1,080,531 36,434 3.49 50,450 -7.96 0.4548
2018-08-14 2018-06-30 13F LENNAR CORP-A COM 526057104 1,044,097 348,866 50.18 54,815 33.77 0.5109
2018-05-15 2018-03-31 13F LENNAR CORP-A COM 526057104 695,231 -249,045 -26.37 40,977 -31.38 0.3857
2018-02-15 2017-12-31 13F LENNAR CORP-A COM 526057104 944,276 -102,015 -9.75 59,716 8.09 0.5404
2017-11-15 2017-09-30 13F LENNAR CORP-A COM 526057104 1,046,291 -23,010 -2.15 55,244 -3.11 0.5199
2017-08-15 2017-06-30 13F LENNAR CORP-A COM 526057104 1,069,301 -3,523 -0.33 57,015 3.82 0.5502
2017-05-15 2017-03-31 13F LENNAR CORP-A COM 526057104 1,072,824 -138,377 -11.42 54,918 5.62 0.5171
2017-02-14 2016-12-31 13F LENNAR CORP-A COM 526057104 1,211,201 5,801 0.48 51,997 1.88 0.4692
2016-11-14 2016-09-30 13F LENNAR CORP-A COM 526057104 1,205,400 91,159 8.18 51,037 -0.64 0.4703
2016-08-19 2016-06-30 13F LENNAR CORP-A COM 526057104 1,114,241 20,271 1.85 51,367 -2.91 0.4691
2016-05-17 2016-03-31 13F LENNAR CORP-A COM 526057104 1,093,970 199,585 22.32 52,904 20.94 0.4812
2016-02-17 2015-12-31 13F LENNAR CORP-A COM 526057104 894,385 -9,013 -1.00 43,744 0.60 0.3875
2015-11-16 2015-09-30 13F LENNAR CORP-A COM 526057104 903,398 -11,282 -1.23 43,481 -6.86 0.3897
2015-08-17 2015-06-30 13F LENNAR CORP-A COM 526057104 914,680 58,136 6.79 46,685 5.20 0.4213
2015-05-19 2015-03-31 13F LENNAR CORP CL A COM 526057104 856,544 -30,647 -3.45 44,378 11.63 0.3969
2015-05-22 2014-12-31 13F/A-1 LENNAR CORP CL A COM 526057104 887,191 404,040 83.63 39,755 111.90 0.3465
2015-02-13 2014-12-31 13F LENNAR CORP CL A COM 526057104 887,191 39,755
2014-11-14 2014-09-30 13F LENNAR CORP CL A COM 526057104 483,151 -340,787 -41.36 18,761 -45.76 0.2275
2014-08-15 2014-06-30 13F LENNAR CORP CL A COM 526057104 823,938 823,938 34,589 0.2981
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.