Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionFirst Manhattan Co
Latest Disclosed Ownership5,632 shares
Latest Disclosed Value $ 489,083
First Manhattan Co reports 27.98% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 5,632 shares of Lennar Corporation (US:LEN) valued at $489,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,820 shares of Lennar Corporation. This represents a change in shares of -27.98% during the quarter. The current value of the position is $503,839 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)
2026-05-15 2026-03-31 13F LENNAR CL A 526057104 5,632 -2,188 -27.98 489 -39.10 0.0014
2026-02-17 2025-12-31 13F LENNAR CL A 526057104 7,820 -1,116 -12.49 804 -28.69 0.0021
2025-11-14 2025-09-30 13F LENNAR CL A 526057104 8,936 597 7.16 1,126 22.13 0.0030
2025-08-14 2025-06-30 13F LENNAR CL A 526057104 8,339 1,775 27.04 922 22.44 0.0026
2025-05-15 2025-03-31 13F LENNAR CL A 526057104 6,564 -57,323 -89.73 753 -91.36 0.0022
2025-02-14 2024-12-31 13F LENNAR CL A 526057104 63,887 -2,579 -3.88 8,712 -30.09 0.0256
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 66,466 -150 -0.23 12,461 24.82 0.0369
2024-08-15 2024-06-30 13F/A-1 LENNAR CL A 526057104 66,616 -151 -0.23 9,984 -13.06 0.0320
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 66,616 -151 9,984 0.0320
2024-05-15 2024-03-31 13F LENNAR CL A 526057104 66,767 -48 -0.07 11,483 15.30 0.0372
2024-02-13 2023-12-31 13F LENNAR CL A 526057104 66,815 -21 -0.03 9,958 32.76 0.0345
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 66,836 -1,230 -1.81 7,501 -12.05 0.0277
2023-08-14 2023-06-30 13F LENNAR CL A 526057104 68,066 -11,134 -14.06 8,529 2.46 0.0312
2023-05-15 2023-03-31 13F LENNAR CL A 526057104 79,200 -57,778 -42.18 8,325 -32.85 0.0319
2023-02-14 2022-12-31 13F LENNAR CL A 526057104 136,978 -14,790 -9.75 12,397 9.56 0.0454
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 151,768 -5,500 -3.50 11,314 1.95 0.0479
2022-08-15 2022-06-30 13F LENNAR CL A 526057104 157,268 -1,000 -0.63 11,098 -13.61 0.0447
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 158,268 -125 -0.08 12,846 -30.18 0.0420
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 158,393 -3,450 -2.13 18,398 21.35 0.0606
2021-11-15 2021-09-30 13F LENNAR CL A 526057104 161,843 -9,292 -5.43 15,161 -10.83 0.0559
2021-08-16 2021-06-30 13F LENNAR CL A 526057104 171,135 -1,000 -0.58 17,002 -2.43 0.0621
2021-05-14 2021-03-31 13F LENNAR CL A 526057104 172,135 -896 -0.52 17,425 32.11 0.0751
2021-02-16 2020-12-31 13F LENNAR CL A 526057104 173,031 -4,315 -2.43 13,190 -8.94 0.0631
2020-11-12 2020-09-30 13F LENNAR CLASS A 526057104 177,346 -2,250 -1.25 14,485 30.90 0.0746
2020-08-14 2020-06-30 13F LENNAR CLASS A 526057104 179,596 -98,025 -35.31 11,066 4.35 0.0640
2020-05-06 2020-03-31 13F LENNAR CLASS A 526057104 277,621 -639,966 -69.74 10,605 -79.28 0.0687
2020-02-13 2019-12-31 13F LENNAR CLASS A 526057104 917,587 -129,850 -12.40 51,192 -12.49 0.2569
2019-11-13 2019-09-30 13F LENNAR CLASS A 526057104 1,047,437 -22,983 -2.15 58,499 12.78 0.3223
2019-08-16 2019-06-30 13F LENNAR CLASS A 526057104 1,070,420 -20,066 -1.84 51,872 -3.10 0.2880
2019-04-12 2019-03-31 13F LENNAR CLASS A 526057104 1,090,486 121,821 12.58 53,531 41.16 0.3090
2019-01-30 2018-12-31 13F LENNAR CLASS A 526057104 968,665 106,670 12.37 37,923 -5.77 0.2361
2018-10-15 2018-09-30 13F LENNAR CLASS A 526057104 861,995 784,175 1,007.68 40,246 885.21 0.2145
2018-08-01 2018-06-30 13F LENNAR CLASS A 526057104 77,820 74,670 2,370.48 4,085 2,108.11 0.0236
2018-04-20 2018-03-31 13F LENNAR CLASS A 526057104 3,150 -200 -5.97 185 -12.32 0.0011
2018-01-22 2017-12-31 13F LENNAR CLASS A 526057104 3,350 -55,450 -94.30 211 -93.20 0.0012
2017-10-25 2017-09-30 13F LENNAR CLASS A 526057104 58,800 0 0.00 3,104 -0.99 0.0178
2017-08-10 2017-06-30 13F/A-2 LENNAR CLASS A 526057104 58,800 57,000 3,166.67 3,135 3,307.61 0.0183
2017-08-01 2017-06-30 13F/A-1 LENNAR CLASS A 526057104 58,800 0 3,135 0.0183
2017-07-28 2017-06-30 13F LENNAR CLASS A 526057104 58,800 57,000 3,135
2017-04-25 2017-03-31 13F/A-1 LENNAR CLASS A 526057104 1,800 0 0.00 92 19.48 0.0005
2017-04-24 2017-03-31 13F LENNAR CLASS A 526057104 1,800 76
2017-01-25 2016-12-31 13F LENNAR CLASS A 526057104 1,800 0 0.00 77 1.32 0.0005
2016-10-20 2016-09-30 13F LENNAR CLASS A 526057104 1,800 0 0.00 76 -7.32 0.0005
2016-07-14 2016-06-30 13F LENNAR CLASS A 526057104 1,800 0 0.00 82 -5.75 0.0005
2016-04-22 2016-03-31 13F LENNAR CLASS A 526057104 1,800 -1,935 -51.81 87 -52.20 0.0005
2016-01-20 2015-12-31 13F LENNAR CLASS A 526057104 3,735 2,877 335.31 182 343.90 0.0011
2015-10-26 2015-09-30 13F LENNAR CLASS A 526057104 858 -250 -22.56 41 -26.79 0.0003
2015-07-17 2015-06-30 13F LENNAR CLASS A 526057104 1,108 -40 -3.48 56 -5.08 0.0003
2015-04-30 2015-03-31 13F LENNAR CLASS A 526057104 1,148 290 33.80 59 55.26 0.0003
2015-01-20 2014-12-31 13F LENNAR CLASS A 526057104 858 0 0.00 38 15.15 0.0002
2014-10-23 2014-09-30 13F LENNAR CLASS A 526057104 858 258 43.00 33 32.00 0.0002
2014-08-14 2014-06-30 13F/A-1 LENNAR CLASS A 526057104 600 0 0.00 25 8.70 0.0002
2014-05-16 2014-03-31 13F LENNAR CLASS A 526057104 600 0 0.00 23 0.00 0.0002
2014-02-04 2013-12-31 13F LENNAR CLASS A 526057104 600 -300 -33.33 23 -25.81 0.0002
2013-10-29 2013-09-30 13F LENNAR CLASS A 526057104 900 0 0.00 31 6.90 0.0002
2013-08-13 2013-06-30 13F LENNAR CLASS A 526057104 900 900 29 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.