Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionUniSuper Management Pty Ltd
Latest Disclosed Ownership26,191 shares
Latest Disclosed Value $ 2,274,426
UniSuper Management Pty Ltd reports 6.49% increase in ownership of LEN / Lennar Corporation

On May 11, 2026 - UniSuper Management Pty Ltd filed a 13F-HR form disclosing ownership of 26,191 shares of Lennar Corporation (MX:LEN) valued at $2,274,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 24,594 shares of Lennar Corporation. This represents a change in shares of 6.49% 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)
2026-05-11 2026-03-31 13F LENNAR CL A 526057104 26,191 1,597 6.49 2,274 -10.05 0.0149
2026-02-12 2025-12-31 13F LENNAR CL A 526057104 24,594 -1,304 -5.04 2,528 -22.55 0.0151
2025-10-31 2025-09-30 13F LENNAR CL A 526057104 25,898 776 3.09 3,264 17.49 0.0200
2025-07-22 2025-06-30 13F LENNAR CL A 526057104 25,122 880 3.63 2,779 -0.14 0.0186
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 24,242 2,902 13.60 2,782 -4.40 0.0207
2025-02-12 2024-12-31 13F LENNAR CL A 526057104 21,340 4,658 27.92 2,910 -6.94 0.0209
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 16,682 1,093 7.01 3,128 33.86 0.0235
2024-08-05 2024-06-30 13F LENNAR CL A 526057104 15,589 6,619 73.79 2,336 51.49 0.0194
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 8,970 6,694 294.11 1,543 354.87 0.0148
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 2,276 476 26.44 339 67.82 0.0038
2023-11-13 2023-09-30 13F LENNAR CL A 526057104 1,800 0 0.00 202 -10.22 0.0025
2023-11-13 2023-06-30 13F/A-1 LENNAR CL A 526057104 1,800 1,800 226 0.0026
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 86,287 86,287 10,813 0.0877
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.