-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DIG1zIa7+OK3folyw4pJ/fmKdqXGgqh1MztkhhXNOcI7zGnF5QN+wP4v1rnX8Rf8 pPLxadnyfYXUzuRTH9dCwQ== 0000910662-10-000240.txt : 20100520 0000910662-10-000240.hdr.sgml : 20100520 20100520133758 ACCESSION NUMBER: 0000910662-10-000240 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20100520 DATE AS OF CHANGE: 20100520 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: LENNAR CORP /NEW/ CENTRAL INDEX KEY: 0000920760 STANDARD INDUSTRIAL CLASSIFICATION: GEN BUILDING CONTRACTORS - RESIDENTIAL BUILDINGS [1520] IRS NUMBER: 954337490 STATE OF INCORPORATION: DE FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-49015 FILM NUMBER: 10847327 BUSINESS ADDRESS: STREET 1: 700 NW 107TH AVENUE STREET 2: SUITE 400 CITY: MIAMI STATE: FL ZIP: 33172 BUSINESS PHONE: 3055594000 MAIL ADDRESS: STREET 1: 700 NW 107TH AVENUE STREET 2: SUITE 400 CITY: MIAMI STATE: FL ZIP: 33172 FORMER COMPANY: FORMER CONFORMED NAME: PACIFIC GREYSTONE CORP /DE/ DATE OF NAME CHANGE: 19940323 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: TAUBE HODSON STONEX PARTNERS LLP CENTRAL INDEX KEY: 0001227157 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 57-59 ST JAMES STREET CITY: LONDON STATE: X0 ZIP: SW1A 1LD BUSINESS PHONE: 44 (0)207 6594250 MAIL ADDRESS: STREET 1: 57-59 ST JAMES STREET CITY: LONDON STATE: X0 ZIP: SW1A 1LD FORMER COMPANY: FORMER CONFORMED NAME: TAUBE HODSON STONEX PARTNERS LTD DATE OF NAME CHANGE: 20030414 SC 13G 1 sc13g.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 LENNAR CORPORATION ------------------ (Name of Issuer) Class A Common Stock, par value $0.10 per share ----------------------------------------------- (Title of Class of Securities) 526057 10 4 ----------- (CUSIP Number) May 20th, 2010 -------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Page 1 of 5 Pages CUSIP No. 526057302 1 Name of Reporting Person: Taube Hodson Stonex Partners LLP I.R.S. Identification No. of above person (entities only): Not Applicable 2 Check the Appropriate Box if a Member of a Group (See Instructions): (a) [ ] (b) [X] 3 SEC Use Only 4 Citizenship or Place of Organization: England NUMBER OF 5 Sole Voting Power: 8,282,270 SHARES BENEFICIALLY 6 Shared Voting Power: -0- OWNED BY EACH 7 Sole Dispositive Power: 8,282,270 shares REPORTING PERSON 8 Shared Dispositive Power: -0- WITH 9 Aggregate Amount Beneficially Owned by Each Reporting Person: 8,282,270 shares 10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions): [ ] 11 Percent of Class Represented by Amount in Row (9): 5.39 %* 12 Type of Reporting Person: FI * Based on the Issuer's Quarterly Report on Form 10-Q for the quarter ended March 31, 2010 as of April 9, 2010 there were 153,634,729 shares of common stock outstanding. Page 2 of 5 Pages Item 1. (a) Name of Issuer: Lennar Corporation (b) Address of Issuer's Principal Executive Offices: 700 NW 107th Avenue, Suite 400 Miami, Florida 33172 Item 2. (a) Name of Person Filing: Taube Hodson Stonex Partners LLP (b) Address of Principal Business Office or, if none, Residence: Cassini House 1st Floor 57-59 St. James's Street London, SW1A 1LD England (c) Citizenship: England (d) Title of Class of Securities: Class A Common Stock, par value $0.10 per share (e) CUSIP Number: 526057 10 4 Item 3. If this statement is filed pursuant to ss.240.13d-1(b) or ss.240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [ ] An investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with ss.240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with ss.240.13d-1(b)(1)(ii)(G); Page 3 of 5 Pages (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded form the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [X] A non-U.S. institution in accordance with ss.240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with ss.240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with ss.240.13d-1(b)(1)(ii)(J), please specify the type of institution: Item 4. Ownership Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: 8,282,270 shares (b) Percent of class: 5.39% (c) Number of shares as to which the person has: (i) sole power to vote or to direct the vote: 8,282,270 shares (ii) shared power to vote or to direct the vote: -0- (iii) sole power to dispose or to direct the disposition of: 8,282,270 shares (iv) shared power to dispose or to direct the disposition of: -0- Item 5. Ownership of Five Percent or Less of a Class If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following. [ ] Item 6. Ownership of More than Five Percent on Behalf of Another Person Not Applicable. Page 4 of 5 Pages Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company Not Applicable. Item 8. Identification and Classification of Members of the Group Not Applicable. Item 9. Notice of Dissolution of Group Not Applicable. Iem 10. Certification By signing below the undersigned certifies that, to the best of its knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. Further, to the best of the undersigned's knowledge and belief, the foreign regulatory scheme applicable to the undersigned as an investment manager regulated by the Financial Services Authority in the UK is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution. The undersigned also undertakes to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: May 20th, 2010 TAUBE HODSON STONEX PARTNERS LLP By: /s/Kim van Tonder ----------------- Kim van Tonder - Head of Compliance Page 5 of 5 Pages -----END PRIVACY-ENHANCED MESSAGE-----