Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionFranklin Resources Inc
Latest Disclosed Ownership508,704 shares
Latest Disclosed Value $ 44,175,856
Franklin Resources Inc reports 84.35% increase in ownership of LEN / Lennar Corporation

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 508,704 shares of Lennar Corporation (US:LEN) valued at $44,175,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 275,950 shares of Lennar Corporation. This represents a change in shares of 84.35% during the quarter. The current value of the position is $45,508,660 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)
2026-05-13 2026-03-31 13F LENNAR CL A 526057104 508,704 232,754 84.35 44,176 55.73 0.0018
2026-02-11 2025-12-31 13F LENNAR CL A 526057104 275,950 138,522 100.80 28,368 63.77 0.0070
2025-11-13 2025-09-30 13F LENNAR CL A 526057104 137,428 118,605 630.11 17,321 731.94 0.0043
2025-08-12 2025-06-30 13F LENNAR CL A 526057104 18,823 -69,585 -78.71 2,082 -79.48 0.0006
2025-05-13 2025-03-31 13F LENNAR CL A 526057104 88,408 -8,140 -8.43 10,147 -22.93 0.0029
2025-02-12 2024-12-31 13F LENNAR CL A 526057104 96,548 5,407 5.93 13,166 -20.45 0.0037
2024-11-27 2024-09-30 13F/A-1 LENNAR CL A 526057104 91,141 -122,734 -57.39 16,551 -48.36 0.0046
2024-11-12 2024-09-30 13F LENNAR CL A 526057104 91,141 -122,734 16,551 0.0008
2024-08-14 2024-06-30 13F LENNAR CL A 526057104 213,875 -7,780 -3.51 32,053 -15.92 0.0099
2024-05-13 2024-03-31 13F LENNAR CL A 526057104 221,655 15,997 7.78 38,120 24.37 0.0121
2024-02-09 2023-12-31 13F LENNAR CL A 526057104 205,658 -6,359 -3.00 30,651 28.82 0.0143
2023-11-13 2023-09-30 13F LENNAR CL A 526057104 212,017 158,938 299.44 23,795 257.75 0.0121
2023-08-11 2023-06-30 13F LENNAR CL A 526057104 53,079 5,028 10.46 6,651 31.70 0.0032
2023-05-12 2023-03-31 13F LENNAR CL A 526057104 48,051 -2,276 -4.52 5,051 10.89 0.0025
2023-02-10 2022-12-31 13F LENNAR CL A 526057104 50,327 -12,649 -20.09 4,555 -3.00 0.0024
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 62,976 1,087 1.76 4,695 7.46 0.0026
2022-08-11 2022-06-30 13F LENNAR CL A 526057104 61,889 -1,372,941 -95.69 4,369 -96.25 0.0022
2022-05-13 2022-03-31 13F LENNAR CL A 526057104 1,434,830 -475,474 -24.89 116,464 -47.52 0.0465
2022-02-11 2021-12-31 13F LENNAR CL A 526057104 1,910,304 148,348 8.42 221,902 34.44 0.0800
2021-11-12 2021-09-30 13F LENNAR CL A 526057104 1,761,956 99,861 6.01 165,060 -0.04 0.0621
2021-08-13 2021-06-30 13F LENNAR CL A 526057104 1,662,095 270,021 19.40 165,130 17.18 0.0631
2021-05-13 2021-03-31 13F LENNAR CL A 526057104 1,392,074 -359,410 -20.52 140,919 5.54 0.0573
2021-02-10 2020-12-31 13F LENNAR CL A 526057104 1,751,484 -720,736 -29.15 133,516 -33.88 0.0565
2020-11-12 2020-09-30 13F LENNAR CL A 526057104 2,472,220 -355,522 -12.57 201,931 0.68 0.0978
2020-08-13 2020-06-30 13F LENNAR CL A 526057104 2,827,742 -127,306 -4.31 200,573 77.68 0.1033
2020-05-13 2020-03-31 13F LENNAR CL A 526057104 2,955,048 65,320 2.26 112,883 -29.98 0.0754
2020-03-11 2019-12-31 13F/A-1 LENNAR CL A 526057104 2,889,728 -329,084 -10.22 161,218 -10.32 0.0847
2020-02-12 2019-12-31 13F LENNAR CL A 526057104 2,889,728 -329,084 161,218 20,364.0406
2019-11-14 2019-09-30 13F LENNAR CL A 526057104 3,218,812 34,204 1.07 179,769 16.49 0.0976
2019-08-14 2019-06-30 13F LENNAR CL A 526057104 3,184,608 -147,920 -4.44 154,326 -5.67 0.0821
2019-05-15 2019-03-31 13F/A-1 LENNAR CL A 526057104 3,332,528 -304,573 -8.37 163,596 14.89 0.0876
2019-05-14 2019-03-31 13F LENNAR CL A 526057104 3,332,528 -304,573 163,596
2019-02-12 2018-12-31 13F LENNAR CL A 526057104 3,637,101 -616,211 -14.49 142,393 -28.30 0.0859
2018-11-13 2018-09-30 13F LENNAR CL A 526057104 4,253,312 4,253,312 198,588 0.0989
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.