레나르 코퍼레이션
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionMengis Capital Management, Inc.
Latest Disclosed Ownership12,255 shares
Latest Disclosed Value $ 1,064,284
Mengis Capital Management, Inc. reports 1.36% decrease in ownership of LEN / Lennar Corporation

On May 12, 2026 - Mengis Capital Management, Inc. filed a 13F-HR form disclosing ownership of 12,255 shares of Lennar Corporation (MX:LEN) valued at $1,064,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 5, 2026 disclosing 12,424 shares of Lennar Corporation. This represents a change in shares of -1.36% 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)
2026-05-12 2026-03-31 13F LENNAR CORP CL A COM 526057104 12,255 -169 -1.36 1,064 -16.68 0.1832
2026-03-05 2025-12-31 13F LENNAR CORP CL A COM 526057104 12,424 0 0.00 1,277 -18.40 0.2258
2025-11-12 2025-09-30 13F LENNAR CORP COM 526057104 12,424 2 0.02 1,566 13.90 0.3079
2025-07-24 2025-06-30 13F LENNAR CORP COM 526057104 12,422 -389 -3.04 1,374 -6.53 0.2919
2025-05-08 2025-03-31 13F LENNAR CORP COM 526057104 12,811 1 0.01 1,470 -15.81 0.3070
2025-02-04 2024-12-31 13F LENNAR CORP COM 526057104 12,810 1 0.01 1,747 -27.28 0.3568
2024-11-05 2024-09-30 13F LENNAR CORP COM 526057104 12,809 -199 -1.53 2,401 23.19 0.4725
2024-08-13 2024-06-30 13F/A-1 LENNAR CORP COM 526057104 13,008 -9 -0.07 1,950 -12.91 0.3952
2024-07-17 2024-06-30 13F LENNAR CORP COM 526057104 13,017 0 2,239 0.3191
2024-05-14 2024-03-31 13F/A-1 LENNAR CORP COM 526057104 13,017 -144 -1.09 2,239 14.13 0.3452
2024-05-07 2024-03-31 13F LENNAR CORP COM 526057104 13,161 0 1,962 0.3677
2024-02-01 2023-12-31 13F LENNAR CORP COM 526057104 13,161 -309 -2.29 1,962 29.78 0.3677
2023-11-09 2023-09-30 13F LENNAR CORP COM 526057104 13,470 -920 -6.39 1,512 -16.20 0.3142
2023-08-08 2023-06-30 13F LENNAR CORP COM 526057104 14,390 -109 -0.75 1,803 18.31 0.3598
2023-05-05 2023-03-31 13F LENNAR CORP COM 526057104 14,499 -419 -2.81 1,524 152,300.00 0.3211
2023-02-01 2022-12-31 13F LENNAR CORP CL A COM 526057104 14,918 1 0.01 1 -99.91 0.2943
2022-11-04 2022-09-30 13F LENNAR CORP CL A COM 526057104 14,917 -1,453 -8.88 1,112 -3.72 0.2634
2022-07-19 2022-06-30 13F LENNAR CORP CL A COM 526057104 16,370 1 0.01 1,155 -13.03 0.2537
2022-05-02 2022-03-31 13F LENNAR CORP CL A COM 526057104 16,369 -99 -0.60 1,328 -30.54 0.2546
2022-02-04 2021-12-31 13F LENNAR CORP CL A COM 526057104 16,468 -49 -0.30 1,912 23.59 0.3590
2021-11-03 2021-09-30 13F LENNAR CORP CL A COM 526057104 16,517 100 0.61 1,547 -5.15 0.3249
2021-08-16 2021-06-30 13F/A-1 LENNAR CORP CL A COM 526057104 16,417 -1,449 -8.11 1,631 -9.79 0.3380
2021-07-21 2021-06-30 13F LENNAR CORP CL A COM 526057104 17,866 0 1,808 0.3998
2021-05-07 2021-03-31 13F LENNAR CORP CL A COM 526057104 17,866 -350 -1.92 1,808 30.26 0.4005
2021-02-03 2020-12-31 13F LENNAR CORP CL A COM 526057104 18,216 -5,099 -21.87 1,388 -27.10 0.3371
2020-10-29 2020-09-30 13F LENNAR CORP CL A COM 526057104 23,315 -685 -2.85 1,904 28.82 0.5223
2020-07-22 2020-06-30 13F LENNAR CORP CL A COM 526057104 24,000 -50 -0.21 1,478 61.00 0.4389
2020-05-06 2020-03-31 13F LENNAR CORP CL A COM 526057104 24,050 -2,291 -8.70 918 -37.51 0.3136
2020-02-06 2019-12-31 13F LENNAR CORP CL A COM 526057104 26,341 -3,516 -11.78 1,469 -11.88 0.4046
2019-11-05 2019-09-30 13F LENNAR CORP CL A COM 526057104 29,857 100 0.34 1,667 15.60 0.4967
2019-07-18 2019-06-30 13F LENNAR CORP CL A COM 526057104 29,757 -394 -1.31 1,442 -2.57 0.4411
2019-05-06 2019-03-31 13F LENNAR CORP CL A COM 526057104 30,151 -24 -0.08 1,480 25.32 0.8260
2019-02-06 2018-12-31 13F LENNAR CORP CL A COM 526057104 30,175 -1,350 -4.28 1,181 -19.71 0.7490
2018-11-05 2018-09-30 13F LENNAR CORP CL A COM 526057104 31,525 3,670 13.18 1,471 0.62 0.8085
2018-07-24 2018-06-30 13F LENNAR CORP CL A COM 526057104 27,855 7,878 39.44 1,462 24.21 0.8645
2018-04-27 2018-03-31 13F LENNAR CORP CL A COM 526057104 19,977 19,977 1,177 0.7041
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.