Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionUSS Investment Management Ltd
Latest Disclosed Ownership51,590 shares
Latest Disclosed Value $ 4,479,560
USS Investment Management Ltd reports 13.19% increase in ownership of LEN / Lennar Corporation

On April 24, 2026 - USS Investment Management Ltd filed a 13F-HR form disclosing ownership of 51,590 shares of Lennar Corporation (MX:LEN) valued at $4,479,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 45,578 shares of Lennar Corporation. This represents a change in shares of 13.19% 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)
2026-04-24 2026-03-31 13F LENNAR CL A 526057104 51,590 6,012 13.19 4,480 -4.40 0.0175
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 45,578 3,049 7.17 4,686 -12.59 0.0218
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 42,529 0 0.00 5,360 13.90 0.0244
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 42,529 0 0.00 4,706 -3.55 0.0279
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 42,529 -11,739 -21.63 4,880 -34.07 0.0356
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 54,268 -9,350 -14.70 7,400 -37.93 0.0516
2024-11-13 2024-09-30 13F LENNAR CL A 526057104 63,618 37 0.06 11,922 25.13 0.0869
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 63,581 -116 -0.18 9,529 -12.96 0.0758
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 63,697 -2,048 -3.12 10,948 11.75 0.0896
2024-02-14 2023-12-31 13F LENNAR CL A 526057104 65,745 -6,073 -8.46 9,796 21.52 0.0872
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 71,818 1,534 2.18 8,062 -8.46 0.0873
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 70,284 0 0.00 8,806 19.23 0.1040
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 70,284 -10,553 -13.05 7,386 0.96 0.1005
2023-02-13 2022-12-31 13F LENNAR CL A 526057104 80,837 6,200 8.31 7,317 31.44 0.1024
2022-11-08 2022-09-30 13F LENNAR CL A 526057104 74,637 -6,459 -7.96 5,566 -2.78 0.0813
2022-08-12 2022-06-30 13F LENNAR CL A 526057104 81,096 -4,392 -5.14 5,725 -17.50 0.0572
2022-07-18 2022-03-31 13F/A-1 LENNAR CL A 526057104 85,488 11,666 15.80 6,939 -19.08 0.0569
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 85,488 11,666 6,939 0.0581
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 73,822 0 0.00 8,575 24.01 0.0649
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 73,822 31,525 74.53 6,915 64.56 0.0584
2021-08-10 2021-06-30 13F LENNAR CL A 526057104 42,297 0 0.00 4,202 -1.87 0.0332
2021-05-12 2021-03-31 13F LENNAR CL A 526057104 42,297 0 0.00 4,282 32.86 0.0369
2021-02-12 2020-12-31 13F LENNAR CL A 526057104 42,297 -18,300 -30.20 3,223 -34.80 0.0293
2020-10-30 2020-09-30 13F LENNAR CL A 526057104 60,597 0 0.00 4,943 32.45 0.0476
2020-08-11 2020-06-30 13F LENNAR CL A 526057104 60,597 32,797 117.97 3,732 251.74 0.0390
2020-05-11 2020-03-31 13F LENNAR CL A 526057104 27,800 0 0.00 1,061 -31.59 0.0144
2020-02-06 2019-12-31 13F LENNAR CL A 526057104 27,800 -592,200 -95.52 1,551 -93.56 0.0151
2014-02-12 2013-12-31 13F LENNAR CL A 526057104 620,000 0 0.00 24,087 9.75 0.4625
2013-10-24 2013-09-30 13F LENNAR CL A 526057104 620,000 0 0.00 21,948 -1.78 0.4106
2013-10-24 2013-06-30 13F LENNAR Cl A 526057104 620,000 0 0.00 22,345 -13.12 0.4772
2013-10-24 2013-03-31 13F LENNAR CL A 526057104 620,000 0 0.00 25,718 7.27 0.5496
2013-10-24 2012-12-31 13F LENNAR CL A 526057104 620,000 620,000 23,975 0.5473
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.