Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership1,131,025 shares
Latest Disclosed Value $ 98,218,187
Neuberger Berman Group LLC reports 11.32% decrease in ownership of LEN / Lennar Corporation

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 1,131,025 shares of Lennar Corporation (MX:LEN) valued at $98,218,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,275,386 shares of Lennar Corporation. This represents a change in shares of -11.32% 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)
2026-05-14 2026-03-31 13F LENNAR CORP-A Common 526057104 1,131,025 -144,361 -11.32 98,218 -25.09 0.0382
2026-02-13 2025-12-31 13F LENNAR CORP-A Common 526057104 1,275,386 -527,441 -29.26 131,110 -42.30 0.0976
2025-11-12 2025-09-30 13F LENNAR CORP-A Common 526057104 1,802,827 -28,608 -1.56 227,228 12.17 0.1660
2025-08-25 2025-06-30 13F/A-1 LENNAR A CORP Common 526057104 1,831,435 -95,633 -4.96 202,575 -8.42 0.1559
2025-08-13 2025-06-30 13F LENNAR A CORP Common 526057104 1,831,435 -95,633 202,575 0.0806
2025-05-13 2025-03-31 13F LENNAR A CORP Common 526057104 1,927,068 -65,423 -3.28 221,189 -18.60 0.1853
2025-02-13 2024-12-31 13F LENNAR A CORP Common 526057104 1,992,491 -48,876 -2.39 271,716 -29.00 0.2157
2024-11-14 2024-09-30 13F LENNAR A CORP Common 526057104 2,041,367 74,515 3.79 382,716 29.83 0.2986
2024-11-14 2024-06-30 13F/A-1 LENNAR A Common 526057104 1,966,852 13,861 0.71 294,772 -12.24 0.2420
2024-08-13 2024-06-30 13F LENNAR A Common 526057104 1,966,852 13,861 294,772 0.2419
2024-11-14 2024-03-31 13F/A-1 LENNAR A Common 526057104 1,952,991 26,404 1.37 335,875 16.97 0.2776
2024-05-13 2024-03-31 13F LENNAR A Common 526057104 1,952,991 26,404 335,875 0.2776
2024-11-14 2023-12-31 13F/A-2 LENNAR A Common 526057104 1,926,587 -92,974 -4.60 287,138 26.69 0.2504
2024-02-09 2023-12-31 13F LENNAR A Common 526057104 1,926,587 -92,974 287,138 0.2504
2023-11-14 2023-09-30 13F LENNAR A Common 526057104 2,019,561 22,067 1.10 226,655 -9.45 0.2065
2023-08-11 2023-06-30 13F LENNAR A Common 526057104 1,997,494 -51,756 -2.53 250,306 16.21 0.2238
2023-05-12 2023-03-31 13F LENNAR A Common 526057104 2,049,250 -80,985 -3.80 215,397 11.73 0.1998
2023-02-13 2022-12-31 13F LENNAR A Common 526057104 2,130,235 -33,069 -1.53 192,786 19.52 0.1890
2022-11-15 2022-09-30 13F LENNAR A Common 526057104 2,163,304 -27,719 -1.27 161,293 4.31 0.1684
2022-08-15 2022-06-30 13F LENNAR A Common 526057104 2,191,023 -74,958 -3.31 154,633 -15.92 0.1554
2022-05-23 2022-03-31 13F/A-1 LENNAR A Common 526057104 2,265,981 -389,337 -14.66 183,917 -40.21 0.1558
2022-05-13 2022-03-31 13F LENNAR A Common 526057104 2,265,981 -389,337 183,548 0.0819
2022-02-11 2021-12-31 13F LENNAR A Common 526057104 2,655,318 410,164 18.27 307,592 46.69 0.2413
2021-11-12 2021-09-30 13F LENNAR A Common 526057104 2,245,154 141,410 6.72 209,688 0.51 0.1833
2021-08-13 2021-06-30 13F LENNAR A Common 526057104 2,103,744 6,279 0.30 208,615 -1.61 0.1821
2021-05-13 2021-03-31 13F LENNAR CORP-A Common 526057104 2,097,465 -71,747 -3.31 212,020 28.27 0.2025
2021-02-10 2020-12-31 13F LENNAR CORP-A Common 526057104 2,169,212 -87,113 -3.86 165,295 -10.29 0.1714
2020-11-12 2020-09-30 13F LENNAR CORP-A Common 526057104 2,256,325 45,931 2.08 184,246 35.30 0.2185
2020-08-13 2020-06-30 13F LENNAR CORP-A Common 526057104 2,210,394 -49,239 -2.18 136,179 57.76 0.1693
2020-05-14 2020-03-31 13F LENNAR CORP-A Common 526057104 2,259,633 -378,877 -14.36 86,318 -41.36 0.1316
2020-02-12 2019-12-31 13F LENNAR CORP-A Common 526057104 2,638,510 -502,292 -15.99 147,202 -16.08 0.1718
2019-11-13 2019-09-30 13F LENNAR CORP-A Common 526057104 3,140,802 -1,293,542 -29.17 175,414 -18.37 0.2142
2019-08-13 2019-06-30 13F LENNAR CORP-A Common 526057104 4,434,344 -92,845 -2.05 214,889 -3.31 0.2570
2019-05-13 2019-03-31 13F LENNAR CORP-A Common 526057104 4,527,189 364,063 8.74 222,239 36.35 0.2723
2019-02-12 2018-12-31 13F LENNAR CORP-A Common 526057104 4,163,126 -2,229,838 -34.88 162,986 -45.40 0.2272
2018-11-16 2018-09-30 13F/A-1 LENNAR CORP-A Common 526057104 6,392,964 40,065 0.63 298,487 -10.51 0.3382
2018-11-13 2018-09-30 13F LENNAR CORP-A Common 526057104 6,392,964 40,065 298,487
2018-08-13 2018-06-30 13F LENNAR CORP-A Common 526057104 6,352,899 753,312 13.45 333,527 1.05 0.3682
2018-05-08 2018-03-31 13F LENNAR CORP-A Common 526057104 5,599,587 341,515 6.50 330,066 -0.74 0.3772
2018-02-14 2017-12-31 13F LENNAR CORP-A Common 526057104 5,258,072 -71,736 -1.35 332,521 18.16 0.3822
2017-11-15 2017-09-30 13F LENNAR COMMON STOCK 526057104 5,329,808 -98,908 -1.82 281,414 -2.78 0.3520
2017-08-08 2017-06-30 13F LENNAR COMMON STOCK 526057104 5,428,716 -274,757 -4.82 289,459 -0.86 0.3718
2017-05-10 2017-03-31 13F LENNAR COMMON STOCK 526057104 5,703,473 -356,886 -5.89 291,961 12.22 0.3768
2017-02-06 2016-12-31 13F LENNAR COMMON STOCK 526057104 6,060,359 15,457 0.26 260,171 1.65 0.3494
2016-11-02 2016-09-30 13F LENNAR COMMON STOCK 526057104 6,044,902 -1,160,194 -16.10 255,941 -22.95 0.3472
2016-08-05 2016-06-30 13F LENNAR COMMON STOCK 526057104 7,205,096 -102,226 -1.40 332,155 -6.01 0.4576
2016-05-06 2016-03-31 13F LENNAR COMMON STOCK 526057104 7,307,322 812,893 12.52 353,383 11.25 0.4858
2016-01-28 2015-12-31 13F LENNAR COMMON STOCK 526057104 6,494,429 43,730 0.68 317,642 2.31 0.4158
2015-11-10 2015-09-30 13F LENNAR COMMON STOCK 526057104 6,450,699 -148,253 -2.25 310,472 -7.82 0.4000
2015-07-31 2015-06-30 13F LENNAR COMMON STOCK 526057104 6,598,952 -534,687 -7.50 336,811 -8.87 0.3745
2015-05-06 2015-03-31 13F LENNAR COMMON STOCK 526057104 7,133,639 7,133,639 0.00 369,594 0.3946
2015-02-05 2014-12-31 13F LENNAR COMMON STOCK 526057104 0 -6,560,513 -100.00 0 -100.00
2014-11-04 2014-09-30 13F LENNAR COMMON STOCK 526057104 6,560,513 -20,952 -0.32 254,744 -7.80 0.2614
2014-08-05 2014-06-30 13F LENNAR COMMON STOCK 526057104 6,581,465 -410,817 -5.88 276,290 -0.27 0.2698
2014-05-05 2014-03-31 13F LENNAR COMMON STOCK 526057104 6,992,282 360,123 5.43 277,034 5.59 0.2818
2014-02-11 2013-12-31 13F LENNAR COMMON STOCK 526057104 6,632,159 628,114 10.46 262,368 23.44 0.2697
2013-10-29 2013-09-30 13F/A-1 LENNAR COMMON STOCK 526057104 6,004,045 1,405,748 30.57 212,543 28.25 0.2360
2013-10-29 2013-09-30 13F LENNAR COMMON STOCK 526057104 5,305,064 144,191
2013-08-13 2013-06-30 13F LENNAR COMMON STOCK 526057104 4,598,297 4,598,297 165,723 0.1971
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.