레나르 코퍼레이션
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionCommerce Bank
Latest Disclosed Ownership14,134 shares
Latest Disclosed Value $ 1,227,397
Commerce Bank reports 1.57% decrease in ownership of LEN / Lennar Corporation

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 14,134 shares of Lennar Corporation (MX:LEN) valued at $1,227,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,359 shares of Lennar Corporation. This represents a change in shares of -1.57% 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)
2026-05-11 2026-03-31 13F LENNAR CL A 526057104 14,134 -225 -1.57 1,227 -16.87 0.0025
2026-02-13 2025-12-31 13F LENNAR CL A 526057104 14,359 29 0.20 1,476 -18.27 0.0082
2025-11-12 2025-09-30 13F LENNAR CL A 526057104 14,330 -374 -2.54 1,806 11.07 0.0100
2025-08-07 2025-06-30 13F LENNAR CL A 526057104 14,704 279 1.93 1,626 -1.75 0.0096
2025-05-08 2025-03-31 13F LENNAR CL A 526057104 14,425 -631 -4.19 1,656 -19.39 0.0106
2025-02-13 2024-12-31 13F LENNAR CL A 526057104 15,056 -18 -0.12 2,053 -27.35 0.0127
2024-11-08 2024-09-30 13F LENNAR CL A 526057104 15,074 74 0.49 2,826 25.71 0.0173
2024-08-12 2024-06-30 13F LENNAR CL A 526057104 15,000 369 2.52 2,248 -10.65 0.0146
2024-05-03 2024-03-31 13F LENNAR CL A 526057104 14,631 -1,325 -8.30 2,516 5.80 0.0166
2024-02-09 2023-12-31 13F LENNAR CL A 526057104 15,956 -299 -1.84 2,378 30.37 0.0169
2023-11-14 2023-09-30 13F LENNAR CL A 526057104 16,255 758 4.89 1,824 -6.03 0.0144
2023-08-08 2023-06-30 13F LENNAR CL A 526057104 15,497 -251 -1.59 1,942 17.28 0.0145
2023-05-04 2023-03-31 13F LENNAR CL A 526057104 15,748 1,111 7.59 1,655 25.00 0.0130
2023-02-10 2022-12-31 13F LENNAR CL A 526057104 14,637 272 1.89 1,325 23.62 0.0108
2022-11-04 2022-09-30 13F LENNAR CL A 526057104 14,365 -117 -0.81 1,071 4.79 0.0093
2022-08-12 2022-06-30 13F LENNAR CL A 526057104 14,482 -1,157 -7.40 1,022 -19.53 0.0083
2022-05-09 2022-03-31 13F LENNAR CL A 526057104 15,639 -157 -0.99 1,270 -30.79 0.0087
2022-02-14 2021-12-31 13F LENNAR CL A 526057104 15,796 -16 -0.10 1,835 23.90 0.0120
2021-11-09 2021-09-30 13F LENNAR CL A 526057104 15,812 907 6.09 1,481 0.00 0.0105
2021-08-09 2021-06-30 13F LENNAR CL A 526057104 14,905 -2 -0.01 1,481 -1.92 0.0105
2021-05-05 2021-03-31 13F LENNAR CL A 526057104 14,907 2,026 15.73 1,510 53.77 0.0115
2021-02-09 2020-12-31 13F LENNAR CL A 526057104 12,881 945 7.92 982 0.82 0.0079
2020-11-06 2020-09-30 13F LENNAR CL A 526057104 11,936 -4,841 -28.85 974 -5.80 0.0088
2020-08-07 2020-06-30 13F LENNAR CL A 526057104 16,777 7,953 90.13 1,034 206.82 0.0101
2020-05-08 2020-03-31 13F LENNAR CL A 526057104 8,824 2,978 50.94 337 3.37 0.0041
2020-02-14 2019-12-31 13F LENNAR CL A 526057104 5,846 704 13.69 326 13.59 0.0031
2019-11-12 2019-09-30 13F LENNAR CL A 526057104 5,142 108 2.15 287 17.62 0.0029
2019-08-07 2019-06-30 13F LENNAR CL A 526057104 5,034 659 15.06 244 13.49 0.0027
2019-05-08 2019-03-31 13F LENNAR CL A 526057104 4,375 -744 -14.53 215 6.97 0.0025
2019-02-11 2018-12-31 13F LENNAR CL A 526057104 5,119 5,119 201 0.0026
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.