Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership63,359 shares
Latest Disclosed Value $ 5,502,055
Cwm, Llc reports 879.73% increase in ownership of LEN / Lennar Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 63,359 shares of Lennar Corporation (US:LEN) valued at $5,502,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,467 shares of Lennar Corporation. The current value of the position is $5,668,096 USD.

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 63,359 56,892 879.73 5,502 0.0143
2026-01-26 2025-12-31 13F LENNAR CL A 526057104 6,467 -965 -12.98 1 0.0018
2025-10-15 2025-09-30 13F LENNAR CL A 526057104 7,432 -279 -3.62 1 0.0028
2025-07-25 2025-06-30 13F LENNAR CL A 526057104 7,711 3,238 72.39 1 0.0030
2025-05-01 2025-03-31 13F LENNAR CL A 526057104 4,473 -1,335 -22.99 1 0.0020
2025-02-04 2024-12-31 13F LENNAR CL A 526057104 5,808 -1,284 -18.10 1 -100.00 0.0033
2024-10-08 2024-09-30 13F LENNAR CL A 526057104 7,092 -156 -2.15 1 0.00 0.0057
2024-07-10 2024-06-30 13F LENNAR CL A 526057104 7,248 2,023 38.72 1 0.0051
2024-04-05 2024-03-31 13F LENNAR CL A 526057104 5,225 676 14.86 1 0.0044
2024-02-01 2023-12-31 13F LENNAR CL A 526057104 4,549 618 15.72 1 0.0036
2023-10-11 2023-09-30 13F LENNAR CL A 526057104 3,931 632 19.16 0 0.0027
2023-08-03 2023-06-30 13F LENNAR CL A 526057104 3,299 612 22.78 0 0.0026
2023-05-01 2023-03-31 13F LENNAR CL A 526057104 2,687 252 10.35 0 0.0019
2023-02-01 2022-12-31 13F LENNAR CL A 526057104 2,435 -45 -1.81 0 -100.00 0.0016
2022-10-27 2022-09-30 13F LENNAR CL A 526057104 2,480 659 36.19 185 43.41 0.0015
2022-07-28 2022-06-30 13F LENNAR CL A 526057104 1,821 365 25.07 129 9.32 0.0010
2022-04-21 2022-03-31 13F LENNAR CL A 526057104 1,456 706 94.13 118 35.63 0.0008
2022-01-31 2021-12-31 13F LENNAR CL A 526057104 750 674 886.84 87 987.50 0.0006
2021-09-15 2021-06-30 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2021-07-29 2021-06-30 13F LENNAR CL A 526057104 76 0 8 0.0001
2021-09-15 2021-03-31 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2021-04-27 2021-03-31 13F LENNAR CL A 526057104 183 107 19 0.0002
2021-09-15 2020-12-31 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2021-01-27 2020-12-31 13F LENNAR CL A 526057104 844 768 64 0.0006
2021-09-15 2020-09-30 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2020-10-19 2020-09-30 13F LENNAR CL A 526057104 265 189 22 0.0002
2021-09-15 2020-06-30 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2020-07-22 2020-06-30 13F LENNAR CL A 526057104 141 65 9 0.0001
2021-09-15 2020-03-31 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2020-04-28 2020-03-31 13F LENNAR CL A 526057104 141 65 5 0.0001
2021-09-14 2019-12-31 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2020-01-27 2019-12-31 13F LENNAR CL A 526057104 145 69 8 0.0001
2021-09-14 2019-09-30 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2019-10-22 2019-09-30 13F LENNAR CL A 526057104 28 -48 2 0.0000
2021-09-14 2019-06-30 13F/A-1 LENNAR CL A 526057104 76 0 0.00 8 0.00 0.0001
2019-07-31 2019-06-30 13F LENNAR CL A 526057104 28 -48 1 0.0000
2021-09-02 2019-03-31 13F/A-1 LENNAR CL A 526057104 76 76 8 0.0001
2019-04-22 2019-03-31 13F LENNAR CL A 526057104 28 28 1 0.0000
2018-01-16 2017-12-31 13F LENNAR CL A 526057104 0 -82 -100.00 0 -100.00
2017-10-16 2017-09-30 13F LENNAR CL A 526057104 82 82 4 0.0002
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.