레나르 코퍼레이션
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership224,956 shares
Latest Disclosed Value $ 19,535,179
Victory Capital Management Inc reports 21.84% decrease in ownership of LEN / Lennar Corporation

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 224,956 shares of Lennar Corporation (MX:LEN) valued at $19,535,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 287,804 shares of Lennar Corporation. This represents a change in shares of -21.84% 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)
2026-05-15 2026-03-31 13F LENNAR COM 526057104 224,956 -62,848 -21.84 19,535 -33.97 0.0094
2026-02-13 2025-12-31 13F LENNAR COM 526057104 287,804 44,805 18.44 29,586 -3.40 0.0167
2025-11-12 2025-09-30 13F LENNAR COM 526057104 242,999 -11,724 -4.60 30,628 8.71 0.0179
2025-08-13 2025-06-30 13F LENNAR COM 526057104 254,723 -923,036 -78.37 28,175 -79.16 0.0182
2025-05-02 2025-03-31 13F LENNAR COM 526057104 1,177,759 710,535 152.08 135,183 112.17 0.1383
2025-02-06 2024-12-31 13F LENNAR COM 526057104 467,224 48,579 11.60 63,715 -18.82 0.0626
2024-11-05 2024-09-30 13F LENNAR COM 526057104 418,645 -14,314 -3.31 78,488 20.96 0.0756
2024-08-05 2024-06-30 13F LENNAR COM 526057104 432,959 20,299 4.92 64,888 -8.57 0.0650
2024-05-03 2024-03-31 13F LENNAR COM 526057104 412,660 35,063 9.29 70,969 26.11 0.0693
2024-02-05 2023-12-31 13F LENNAR COM 526057104 377,597 48,704 14.81 56,277 52.47 0.0592
2023-11-06 2023-09-30 13F LENNAR COM 526057104 328,893 28,976 9.66 36,912 -1.79 0.0424
2023-07-27 2023-06-30 13F LENNAR COM 526057104 299,917 -22,387 -6.95 37,583 10.94 0.0413
2023-05-02 2023-03-31 13F LENNAR COM 526057104 322,304 -25,062 -7.21 33,877 7.76 0.0380
2023-04-25 2022-12-31 13F/A-3 LENNAR COM 526057104 347,366 10,337 3.07 31,437 25.11 0.0362
2023-03-10 2022-12-31 13F/A-2 LENNAR COM 526057104 347,366 10,337 31,437 0.0343
2023-02-10 2022-12-31 13F/A-1 LENNAR COM 526057104 347,366 10,337 31,437 0.0217
2023-02-09 2022-12-31 13F LENNAR COM 526057104 333,382 -3,647 34,138 0.0232
2022-11-02 2022-09-30 13F LENNAR COM 526057104 337,029 -10,263 -2.96 25,126 2.52 0.0293
2022-08-01 2022-06-30 13F LENNAR COM 526057104 347,292 24,103 7.46 24,508 -0.86 0.0279
2022-05-04 2022-03-31 13F LENNAR COM 526057104 323,189 -90,037 -21.79 24,721 -48.50 0.0247
2022-02-07 2021-12-31 13F LENNAR COM 526057104 413,226 145,746 54.49 48,000 91.56 0.0442
2021-11-02 2021-09-30 13F LENNAR COM 526057104 267,480 -25,073 -8.57 25,058 -13.79 0.0245
2021-08-03 2021-06-30 13F LENNAR COM 526057104 292,553 -94,032 -24.32 29,065 -25.73 0.0279
2021-05-04 2021-03-31 13F LENNAR COM 526057104 386,585 142,193 58.18 39,134 110.06 0.0401
2021-02-01 2020-12-31 13F LENNAR COM 526057104 244,392 -48,010 -16.42 18,630 -21.99 0.0208
2020-11-09 2020-09-30 13F Lennar COM 526057104 292,402 79,152 37.12 23,883 81.76 0.0307
2020-08-07 2020-06-30 13F LENNAR COM 526057104 213,250 -9,943 -4.45 13,140 54.12 0.0178
2020-05-12 2020-03-31 13F/A-1 LENNAR COM 526057104 223,193 -79,181 -26.19 8,526 -49.46 0.0143
2020-05-04 2020-03-31 13F LENNAR COM 526057104 223,193 -79,181 8,526 9,330.8406
2020-02-06 2019-12-31 13F/A-1 LENNAR COM 526057104 302,374 -32,439 -9.69 16,869 -9.79 0.0205
2020-02-04 2019-12-31 13F LENNAR COM 526057104 199,650 -135,163 13,249 15,881.4524
2019-11-12 2019-09-30 13F LENNAR COM 526057104 334,813 274,566 455.73 18,699 540.38 0.0241
2019-08-15 2019-06-30 13F LENNAR COM 526057104 60,247 -76 -0.13 2,920 -1.38 0.0059
2019-05-03 2019-03-31 13F LENNAR CS 526057104 60,323 528 0.88 2,961 26.48 0.0067
2019-05-02 2018-12-31 13F/A-1 LENNAR COM 526057104 59,795 -240 -0.40 2,341 -16.48 0.0059
2019-02-05 2018-12-31 13F LENNAR COM 526057104 59,795 -240 2,341
2018-11-01 2018-09-30 13F LENNAR COM 526057104 60,035 6,079 11.27 2,803 -1.06 0.0058
2018-08-02 2018-06-30 13F LENNAR COM 526057104 53,956 5,775 11.99 2,833 -0.25 0.0060
2018-05-04 2018-03-31 13F LENNAR COM 526057104 48,181 2,474 5.41 2,840 -1.76 0.0062
2018-02-01 2017-12-31 13F LENNAR COM 526057104 45,707 4,745 11.58 2,891 33.66 0.0061
2017-10-27 2017-09-30 13F LENNAR COM 526057104 40,962 7,489 22.37 2,163 21.18 0.0049
2017-08-07 2017-06-30 13F LENNAR COM 526057104 33,473 5,083 17.90 1,785 22.85 0.0042
2017-05-10 2017-03-31 13F LENNAR COM 526057104 28,390 6,159 27.70 1,453 52.31 0.0035
2017-02-09 2016-12-31 13F LENNAR COM 526057104 22,231 2,236 11.18 954 12.63 0.0024
2016-11-02 2016-09-30 13F LENNAR COM 526057104 19,995 2,783 16.17 847 6.81 0.0024
2016-08-09 2016-06-30 13F LENNAR COM 526057104 17,212 -1,583 -8.42 793 -12.76 0.0032
2016-05-17 2016-03-31 13F/A-2 LENNAR COM 526057104 18,795 1,040 5.86 909 4.72 0.0038
2016-05-12 2016-03-31 13F/A-1 LENNAR COM 526057104 18,795 0 909 0.0037
2016-05-12 2016-03-31 13F LENNAR COM 526057104 18,795 909
2016-02-10 2015-12-31 13F LENNAR COM 526057104 17,755 2,749 18.32 868 20.22 0.0036
2015-11-06 2015-09-30 13F LENNAR COM 526057104 15,006 -786 -4.98 722 -10.53 0.0030
2015-08-14 2015-06-30 13F/A-01 LENNAR COM 526057104 15,792 -139,793 -89.85 807 -89.99 0.0030
2015-08-07 2015-06-30 13F Lennar COM 526057104 15,792 807
2015-05-07 2015-03-31 13F Lennar - Cl A COM 526057104 155,585 -17,725 -10.23 8,061 3.80 0.0290
2015-02-11 2014-12-31 13F Lennar Corp - Cl A COM 526057104 173,310 173,310 7,766 0.0286
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.