13F-HR 1 f033103.txt FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2003 Institutional Investment Manager Filing this Report: NAME: Glickenhaus & Co. ADDRESS: Six East 43rd Street New York, NY 10017 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Linda Anderson Title: Director and Principal Phone: 212-953-7872 Signature, Place, and Date of Signing: Linda Anderson New York, NY May 2, 2003 Report Type Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 125 FORM 13F INFORMATION TABLE VALUE TOTAL: $276,400,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COMMON 002824100 507,735 13,500 X X X 0 11,400 2,100 AGERE SYS INC CL A COMMON 00845V100 368,011 230,007 X X 210,000 3 20,004 ALTERA CORP COM COMMON 021441100 1,911,780 141,195 X X 32,350 18,845 90,000 AMBAC INC COMMON 023139108 3,096,876 61,300 X X 11,600 600 49,100 AMERADA HESS CORP COMMON 023551104 4,533,463 102,428 X 32,700 0 69,728 AMERICAN INTL GROUP I COMMON 026874107 226,728 4,585 X X 4,018 567 0 ANADARKO PETE CORP CO COMMON 032511107 2,956,681 64,982 X X 27,700 9,600 27,682 APT SATELLITE HLDGS L COMMON 00203R105 40,960 25,600 X 0 0 25,600 AT & T WIRELESS COM COMMON 00209A106 135,336 20,505 X X 3,031 290 17,184 AUTODIE CORP SDCV (DE CONVERT 052770AA2 0 675,000 X 675,000 0 0 BANK NEW YORK INC COMMON 064057102 291,612 14,225 X 0 14,225 0 BAXTER INTL INC COMMON 071813109 286,124 15,350 X X 0 1,350 14,000 BAY AREA RECOVERY CEN COMMON 072021108 1,625 32,500 X 0 0 32,500 BEVERLY ENTERPRISES I COMMON 087851309 76,764 38,002 X 1,200 0 36,802 BURLINGTON RESOURCES COMMON 122014103 15,672,735 328,500 X X 139,300 2,050 187,150 CABLEVISION SYS CORP COMMON 12686C109 4,735,688 249,378 X X 97,500 3,500 148,378 CABOT OIL & GAS CORP COMMON 127097103 4,555,200 189,800 X 73,300 0 116,500 CAPSTAR HOTEL CO NOTE CONVERT 140918AC7 780,000 1,000,000 X 1,000,000 0 0 CENTEX CORP COMMON 152312104 2,658,204 48,900 X X 16,800 400 31,700 CHARTER COMMUNICATION COMMON 16117M107 392,092 472,400 X X 163,500 19,200 289,700 CHEVRONTEXACO CORPORA COMMON 166764100 3,888,374 60,145 X X 22,478 4,805 32,862 CHIQUITA BRANDS INTL COMMON 170032809 109,700 10,000 X 10,000 0 0 CISCO SYSTEMS INC. COMMON 17275R102 155,332 11,967 X X 0 10,067 1,900 CITIGROUP INC WT WARRANT 172967127 37,050 39,000 X 0 0 39,000 CITIGROUP INC. COMMON 172967101 3,079,141 89,380 X X 29,736 8,358 51,286 CMS ENERGY CORP COM COMMON 125896100 57,718 13,088 X 0 0 13,088 CONTINENTAL AIRLS INC COMMON 210795308 104,960 20,500 X 3,100 0 17,400 CORPORATE OFFICE PPTY COMMON 22002T108 694,116 46,585 X X 3,400 700 42,485 COUNTRYWIDE CR INDS I COMMON 222372104 17,041,160 296,368 X X 150,740 22,000 123,628 COX COMMUNICATIONS IN COMMON 224044107 311,100 10,000 X 2,000 0 8,000 D R HORTON INC COM COMMON 23331A109 4,441,536 231,330 X X 78,180 1,600 151,550 DEL MONTE FOODS CO CO COMMON 24522P103 2,626,666 352,100 X X 104,900 2,500 244,700 DEVON ENERGY CORP NEW COMMON 25179M103 1,936,033 40,150 X X 24,250 100 15,800 DNP SELECT INCOME FD COMMON 23325P104 114,940 11,575 X 0 0 11,575 DOLLAR THRIFTY AUTOMO COMMON 256743105 213,120 12,800 X 6,000 0 6,800 DYNEGY INC NEW CL A COMMON 26816Q101 104,400 40,000 X 40,000 0 0 E M C CORP MASS COM COMMON 268648102 83,188 11,506 X X 7,000 1,306 3,200 EAUTOCLAIMS COM INC C COMMON 278578109 9,020 110,000 X 0 110,000 0 EL PASO CORP CONV. PF PREFERR 28336L208 513,520 19,600 X X 7,700 200 11,700 EL PASO CORPORATION COMMON 28336L109 6,471,032 1,069,592 X X 522,200 43,800 503,592 ENERPLUS RES FD TR UN COMMON 29274D604 4,981,600 260,000 X X 76,300 45,500 138,200 ENSCO INTL INC COMMON 26874Q100 545,914 21,400 X 17,800 0 3,600 EOG RESOURCES INC. COMMON 26875P101 3,843,214 97,149 X X 47,309 1,800 48,040 EXXON CORPORATION COMMON 30231G102 425,971 12,188 X X 1,200 4,812 6,176 FIRST INDL RLTY TR IN COMMON 32054K103 1,087,488 38,400 X 5,100 0 33,300 FREDDIE MAC-VOTING CO COMMON 313400301 3,809,128 71,735 X X 28,600 335 42,800 GENERAL ELEC CO COMMON 369604103 1,731,884 67,917 X X 5,500 18,354 44,063 GENERAL MTRS CORP CL COMMON 370442832 4,069,341 363,334 X X 76,060 4,300 282,974 GIBRALTAR STL CORP COMMON 37476F103 2,016,848 108,200 X 89,600 0 18,600 GLOBAL SANTAFE CORPOR COMMON G3930E101 1,165,951 56,463 X X 13,958 599 41,905 HEARST-ARGYLE TELEVIS COMMON 422317107 399,317 19,300 X 11,700 0 7,600 HOUSEHOLD INTL INC CO COMMON 441815107 4,011,801 141,860 X X 54,300 1,700 85,860 I B M COMMON 459200101 1,176,607 15,002 X X 3,200 2,390 9,412 INERGY L P UNIT LTD P COMMON 456615103 667,056 20,800 X 2,000 0 18,800 INTEL CORP COMMON 458140100 959,250 58,922 X X X 7,300 10,212 41,410 ISTAR FINL INC COM COMMON 45031U101 472,992 16,215 X X 2,300 920 12,995 IVAX CORP COMMON 465823102 3,286,675 268,300 X X 130,000 4,400 133,900 JEFFERSON PILOT CORP COMMON 475070108 204,483 5,314 X 0 5,314 0 JOHNSON & JOHNSON COMMON 478160104 1,043,917 18,039 X X 0 17,765 274 KERR MCGEE CORP COMMON 492386107 3,122,909 76,900 X 39,000 0 37,900 LABORATORY CORP AMER COMMON 50540R409 485,400 16,371 X 3,200 0 13,171 LIBERTY MEDIA CORP SE COMMON 530718105 8,574,057 881,198 X X 358,160 9,568 513,470 LINCOLN NATL CORP IND COMMON 534187109 5,138,000 183,500 X X 77,200 3,100 103,200 LORAL SPACE & COMMUNI COMMON G56462107 21,450 65,000 X 0 65,000 0 MARATHON OIL CORP COM COMMON 565849106 1,124,193 46,900 X X 23,700 600 22,600 MCDONALDS CORP COMMON 580135101 149,921 10,368 X X 0 10,168 200 MEDIACOM COMMUNICATIO COMMON 58446K105 1,594,560 181,200 X X 97,100 22,400 61,700 MERISTAR HOSPITALITY COMMON 58984Y103 121,396 35,600 X X 4,600 700 30,300 METLIFE INC COMMON 59156R108 4,012,398 152,100 X 38,200 0 113,900 MICRON TECHNOLOGY INC COMMON 595112103 840,211 103,220 X X 41,270 12,050 49,900 MIRANT CORP COM COMMON 604675108 501,600 313,500 X X 172,800 5,000 135,700 MIRANT CORP CV 5.750% CONVERT 604675AC2 312,750 600,000 X X 250,000 275,000 75,000 MONDAVI ROBERT CORP C COMMON 609200100 310,930 15,500 X 15,500 0 0 NATIONWIDE FINL SVCS COMMON 638612101 1,484,133 60,900 X X 18,600 500 41,800 NEW PLAN EXCEL RLTY T COMMON 648053106 258,588 13,200 X X 0 300 12,900 NEWS CORP LTD ADR SPO COMMON 652487802 3,267,323 152,750 X X 80,900 1,300 70,550 NEXTEL COMMUNICATIONS COMMON 65332V103 729,755 54,500 X 8,600 0 45,900 NOBLE CORPORATION COM COMMON G65422100 1,995,453 63,509 X X 27,790 100 35,619 NOKIA CORP SPONSORED COMMON 654902204 456,432 32,579 X X 3,500 1,814 27,265 NUEVO ENERGY CO COMMON 670509108 237,125 17,500 X 13,600 0 3,900 NUVEEN N Y MUN VALUE COMMON 67062M105 94,000 10,000 X 0 0 10,000 OCEAN ENERGY INC. COMMON 67481E106 6,454,000 322,700 X X 112,700 3,400 206,600 OLD REP INTL CORP COMMON 680223104 8,387,596 313,555 X X 104,100 1,800 207,655 ORACLE SYS CORP COMMON 68389X105 160,402 14,785 X X 0 14,337 448 PEABODY ENERGY CORP C COMMON 704549104 2,095,933 75,150 X X 31,000 600 43,550 PENGROWTH ENERGY TRUS COMMON 706902103 12,741,462 1,312,200 X X 597,950 186,150 528,100 PENN VIRGINIA RESOURC COMMON 707884102 4,406,800 184,000 X X 90,800 2,100 91,100 PETRO-CDA COMMON 71644E102 3,071,234 89,960 X 32,900 0 57,060 PFIZER INC COMMON 717081103 343,134 11,012 X X X 0 8,642 2,370 PRUDENTIAL FINANCIAL COMMON 744320102 239,704 8,195 X 0 8,195 0 PULTE CORP COMMON 745867101 10,185,465 203,100 X 79,800 0 123,300 REPUBLIC SERVICES INC COMMON 760759100 2,488,928 125,450 X X 35,800 2,800 86,850 SCHERING PLOUGH CORP COMMON 806605101 642,629 36,042 X X 16,200 1,150 18,692 SCHLUMBERGER COMMON 806857108 296,478 7,800 X 2,500 0 5,300 SEACOR SMIT INC COMMON 811904101 441,000 12,600 X 10,350 0 2,250 SEMCO ENERGY INC. 11% CONVERT 78412D307 295,222 91,400 X X 42,700 1,300 47,400 SIERRA PAC RES CONV P CONVERT 826428203 657,294 25,300 X 7,400 0 17,900 SIERRA PAC RES NEW CO COMMON 826428104 1,951,566 613,700 X X 247,700 170,200 195,800 SINCLAIR BROADCAST GR COMMON 829226109 2,598,516 330,600 X X 100,400 7,800 222,400 SOVEREIGN BANCORP INC COMMON 845905108 756,210 54,600 X 5,100 0 49,500 SRP CV NTS 7.250% 02/ CONVERT 826428AE4 327,750 300,000 X 300,000 0 0 STELMAR SHIPPING LIMI COMMON V8726M103 6,861,071 457,100 X X 151,800 21,600 283,700 STOLT OFFSHORE S A AD COMMON 861567105 174,994 148,300 X X 27,200 3,500 117,600 SUNOCO LOGISTICS PART COMMON 86764L108 4,030,035 155,300 X X 69,500 1,800 84,000 TENET HEALTHCARE CORP COMMON 88033G100 5,956,890 356,700 X X 109,150 5,300 242,250 TESORO PETE CORP COMMON 881609101 2,447,920 330,800 X X 43,600 23,900 263,300 TEXAS INSTRS INC COMMON 882508104 2,011,889 122,901 X X 54,725 9,151 59,025 TJX COS INC NEW COMMON 872540109 538,402 30,591 X 4,200 0 26,391 TORCHMARK CORP COM COMMON 891027104 2,301,940 64,300 X 33,200 0 31,100 TRANSOCEAN SEDCO FORE COMMON G90078109 2,815,004 137,653 X X 61,183 1,400 75,070 TRAVELERS PROPERTY CA COMMON 89420G109 9,074,000 644,003 X X 270,170 12,272 361,561 TYCO INTL LTD NEW COM COMMON 902124106 3,722,970 289,500 X X 100,900 3,100 185,500 U S BANCORP COMMON 902973304 1,091,350 57,500 X 15,900 0 41,600 UNITED DEFENSE INDUST COMMON 91018B104 1,627,328 75,200 X X 25,900 600 48,700 UNUMPROVIDENT CORP COMMON 91529Y106 946,680 96,600 X 55,300 0 41,300 USG CORP NEW COMMON 903293405 117,728 28,300 X 11,000 0 17,300 VALERO ENERGY CORP COMMON 91913Y100 3,293,848 79,600 X 46,300 0 33,300 VALERO L P COM COMMON 91913W104 2,807,550 76,500 X X 19,600 5,600 51,300 WILLIAMS COS INC COM COMMON 969457100 68,700 15,000 X 0 15,000 0 WILLIAMS ENERGY PARTN COMMON 969491109 6,922,440 187,600 X X 141,300 1,300 45,000 WILLIS GROUP HOLDINGS COMMON G96655108 4,877,970 176,100 X X 66,900 1,900 107,300 WYETH COMMON 983024100 219,356 5,800 X X 0 4,200 1,600
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