Lennar Corporation
US ˙ NYSE ˙ US5260571048

SecurityLEN / Lennar Corporation
InstitutionWest Oak Capital, LLC
Latest Disclosed Ownership21,881 shares
Latest Disclosed Value $ 27,579
West Oak Capital, LLC reports 1.06% decrease in ownership of LEN / Lennar Corporation

On October 3, 2025 - West Oak Capital, LLC filed a 13F-HR form disclosing ownership of 21,881 shares of Lennar Corporation (US:LEN) valued at $2,757,881 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 15, 2025 disclosing 22,116 shares of Lennar Corporation. This represents a change in shares of -1.06% during the quarter. The current value of the position is $1,980,012 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)
2025-10-03 2025-09-30 13F Lennar COM 526057104 21,881 -235 -1.06 28 12.50 1.0937
2025-07-15 2025-06-30 13F Lennar COM 526057104 22,116 3,360 17.91 24 14.29 0.9581
2025-04-16 2025-03-31 13F Lennar COM 526057104 18,756 25 0.13 22 -16.00 0.8324
2025-01-14 2024-12-31 13F/A-1 Lennar COM 526057104 18,731 -30 -0.16 26 -28.57 0.9036
2025-01-10 2024-12-31 13F Lennar COM 526057104 800 -17,961 26 0.9027
2024-10-18 2024-09-30 13F Lennar COM 526057104 18,761 -715 -3.67 35 -98.80 0.6537
2024-07-24 2024-06-30 13F Lennar COM 526057104 19,476 -760 -3.76 2,919 97,166.67 1.1745
2024-04-18 2024-03-31 13F Lennar COM 526057104 20,236 20 0.10 3 0.00 1.4800
2024-01-18 2023-12-31 13F Lennar COM 526057104 20,216 -530 -2.55 3 50.00 1.4347
2023-10-05 2023-09-30 13F Lennar COM 526057104 20,746 -245 -1.17 2 -99.92 1.1557
2023-07-19 2023-06-30 13F Lennar COM 526057104 20,991 -215 -1.01 2,630 18.04 1.2777
2023-04-21 2023-03-31 13F Lennar COM 526057104 21,206 -2,285 -9.73 2,229 111,300.00 1.1290
2023-01-05 2022-12-31 13F Lennar COM 526057104 23,491 -1,195 -4.84 2 -99.89 1.1106
2022-11-14 2022-09-30 13F/A-1 Lennar COM 526057104 24,686 200 0.82 1,840 6.48 0.9980
2022-10-28 2022-09-30 13F Lennar COM 526057104 24,686 200 1,840 0.9966
2022-07-11 2022-06-30 13F Lennar COM 526057104 24,486 -15 -0.06 1,728 -13.12 0.9068
2022-04-20 2022-03-31 13F Lennar COM 526057104 24,501 -490 -1.96 1,989 -31.48 0.8977
2022-01-12 2021-12-31 13F Lennar COM 526057104 24,991 -1,085 -4.16 2,903 18.83 1.0676
2021-10-07 2021-09-30 13F Lennar COM 526057104 26,076 -615 -2.30 2,443 -7.88 0.9475
2021-07-20 2021-06-30 13F Lennar COM 526057104 26,691 -3,020 -10.16 2,652 -11.84 1.0451
2021-04-13 2021-03-31 13F Lennar COM 526057104 29,711 -260 -0.87 3,008 31.64 1.2855
2021-01-08 2020-12-31 13F Lennar COM 526057104 29,971 145 0.49 2,285 -6.20 1.0614
2020-10-09 2020-09-30 13F Lennar COM 526057104 29,826 -8,929 -23.04 2,436 2.01 1.3395
2020-07-06 2020-06-30 13F Lennar COM 526057104 38,755 -3,110 -7.43 2,388 49.34 1.3592
2020-04-07 2020-03-31 13F Lennar COM 526057104 41,865 11,560 38.15 1,599 -5.44 1.0943
2020-01-09 2019-12-31 13F Lennar COM 526057104 30,305 -3,275 -9.75 1,691 -9.81 0.9514
2019-10-02 2019-09-30 13F Lennar COM 526057104 33,580 565 1.71 1,875 17.19 1.1033
2019-07-12 2019-06-30 13F Lennar COM 526057104 33,015 720 2.23 1,600 0.95 0.9565
2019-04-03 2019-03-31 13F Lennar COM 526057104 32,295 3,070 10.50 1,585 38.55 0.9912
2019-01-08 2018-12-31 13F Lennar COM 526057104 29,225 -2,290 -7.27 1,144 -22.23 0.8119
2018-10-04 2018-09-30 13F Lennar COM 526057104 31,515 147 0.47 1,471 -10.63 0.8504
2018-07-05 2018-06-30 13F Lennar COM 526057104 31,368 1,150 3.81 1,647 -7.58 1.0029
2018-04-05 2018-03-31 13F Lennar COM 526057104 30,218 -780 -2.52 1,781 -9.13 1.0565
2018-01-05 2017-12-31 13F Lennar COM 526057104 30,998 -1,412 -4.36 1,960 14.55 1.2032
2017-10-10 2017-09-30 13F Lennar COM 526057104 32,410 -730 -2.20 1,711 -3.17 1.0156
2017-07-06 2017-06-30 13F Lennar COM 526057104 33,140 -310 -0.93 1,767 3.21 1.0719
2017-04-06 2017-03-31 13F Lennar COM 526057104 33,450 -5 -0.01 1,712 19.22 1.0543
2017-01-04 2016-12-31 13F Lennar COM 526057104 33,455 -14,902 -30.82 1,436 -29.85 0.9622
2016-10-04 2016-09-30 13F Lennar COM 526057104 48,357 215 0.45 2,047 -7.75 1.4104
2016-07-07 2016-06-30 13F Lennar COM 526057104 48,142 21,187 78.60 2,219 70.30 1.6021
2016-04-05 2016-03-31 13F Lennar COM 526057104 26,955 520 1.97 1,304 0.85 1.0035
2016-01-07 2015-12-31 13F Lennar COM 526057104 26,435 1,610 6.49 1,293 8.21 1.0037
2015-10-02 2015-09-30 13F Lennar COM 526057104 24,825 -145 -0.58 1,195 -6.28 0.9644
2015-07-02 2015-06-30 13F Lennar COM 526057104 24,970 -890 -3.44 1,274 -4.85 0.9487
2015-04-02 2015-03-31 13F Lennar COM 526057104 25,860 -2,625 -9.22 1,340 4.94 0.9825
2015-01-08 2014-12-31 13F Lennar COM 526057104 28,485 -320 -1.11 1,276 14.13 0.9282
2014-10-03 2014-09-30 13F Lennar COM 526057104 28,805 -160 -0.55 1,118 -7.98 0.8377
2014-07-03 2014-06-30 13F Lennar COM 526057104 28,965 -130 -0.45 1,216 5.47 0.8814
2014-04-07 2014-03-31 13F Lennar COM 526057104 29,095 215 0.74 1,153 -99.90 0.8453
2014-01-07 2013-12-31 13F Lennar COM 526057104 28,880 -1,175 -3.91 1,142,493 7.38 0.8423
2013-10-08 2013-09-30 13F Lennar COM 526057104 30,055 1,925 6.84 1,063,947 4.95 0.8328
2013-08-14 2013-06-30 13F Lennar COM 526057104 28,130 28,130 1,013,805 0.8455
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.