13F-HR 1 f063008.txt FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Institutional Investment Manager Filing this Report: NAME: Glickenhaus & Co. ADDRESS: 546 Fifth Avenue New York, NY 10036 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 July 24, 2008 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: 149 FORM 13F INFORMATION TABLE VALUE TOTAL: $1,251,319,000 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 100,000THS ENBRIDGE ENERGY MGT COM CKC50X106 0 715673 SH SOLE 0 0 715673 10THS MAREMONT CORP PFD PREFERRED STOCKS M97587303 0 40000 SH SOLE 40000 0 0 A T & T INC (NEW) COM 00206R102 503 14931 SH SOLE 5944 0 8987 ABBOTT LABS COM 002824100 323 6100 SH SOLE 4100 0 2000 ACUITY BRANDS INC COM COM 00508Y102 240 5000 SH SOLE 5000 0 0 AETNA U S HEALTHCARE INC COM COM 00817Y108 19775 487900 SH DEFINED 404100 300 83500 ALCOA, INC. COM 013817101 34213 960500 SH DEFINED 786400 2900 171200 ALLEGHENY TECHNOLOGIES INC COM 01741R102 9603 162000 SH DEFINED 128550 250 33200 ALLIANCE HOLDINGS GP, L.P. COM 01861G100 14309 480000 SH SOLE 427400 0 52600 ALLIED MEDICAL LTD FOREIGN COMMON S XX9N45261 0 11139 SH SOLE 9934 218 987 AMERICAN INTL GROUP INC COM 026874107 6090 230140 SH DEFINED 190520 500 39120 AMR CORP DEL COM 001765106 1327 259100 SH SOLE 234200 0 24900 ANADARKO PETE CORP COM COM 032511107 40339 539006 SH DEFINED 454006 1000 84000 ATLAS ENERGY RESOURCES LLC COM 049303100 7226 189400 SH SOLE 169700 0 19700 AURORA OIL & GAS CORP COM COM 052036100 666 1548281 SH SOLE 1347381 0 200900 AXIS CAPITAL HLDGS LTD COM G0692U109 19937 668800 SH SOLE 617200 2200 49400 B A S F A G SPONSORED ADR COM 055262505 449 3250 SH SOLE 3150 0 100 BANK OF AMERICA COM 060505104 17229 721788 SH DEFINED 622027 2250 97511 BANK OF NEW YORK MELLON CORPOR COM 064058100 350 9245 SH SOLE 9245 0 0 BEAZER HOMES USA INC COM 07556Q105 272 48890 SH SOLE 43590 0 5300 BOARDWALK PIPELINE PARTNERS COM 096627104 7208 306874 SH SOLE 258705 0 48169 BP P L C SPONSORED ADR COM 055622104 391 5625 SH SOLE 1025 0 4600 CABOT OIL & GAS CORP COM 127097103 29104 429700 SH DEFINED 355150 1050 73500 CAPLEASE INC COM COM 140288101 85 11400 SH SOLE 0 0 11400 CARPENTER TECHNOLOGY CORP COM 144285103 1755 40200 SH SOLE 35400 1200 3600 CBS CORP NEW CL B COM 124857202 5778 296456 SH SOLE 280783 0 15673 CHESAPEAKE ENERGY CORP COM 165167107 2192 33225 SH SOLE 28125 0 5100 CHEVRONTEXACO CORPORATION COM 166764100 1279 12898 SH SOLE 12551 0 347 CHUBB CORP COM 171232101 822 16768 SH SOLE 15820 350 598 CIMAREX ENERGY CO COM COM 171798101 211 3025 SH SOLE 3025 0 0 CIT GROUP INC COM 125581108 1319 193700 SH SOLE 164100 0 29600 CIT GRP MAND 7.75% CNVT REG UN CONVERTIBLE PREF 125581405 369 41300 SH SOLE 37200 0 4100 COMCAST CORP CL A SPL COM 20030N200 4137 220517 SH SOLE 208475 0 12042 COMCAST CORP NEW COM CL A COM 20030N101 217 11456 SH SOLE 9345 0 2111 CONOCOPHILLIPS COM COM 20825C104 1381 14629 SH SOLE 10847 864 2918 CONSTELLATION ENERGY PARTNER COM 21038E101 2799 135000 SH SOLE 97000 0 38000 CONTINENTAL AIRLS INC CL B COM 210795308 1198 118500 SH SOLE 106900 0 11600 CORNING INC COM 219350105 749 32483 SH SOLE 10080 0 22403 D R HORTON INC COM 23331A109 2519 232153 SH SOLE 179588 0 52565 DEVON ENERGY CORP COM 25179M103 2908 24200 SH SOLE 22400 0 1800 DIANA SHIPPING INC COM Y2066G104 25379 826400 SH SOLE 719075 1000 106325 DOUBLE HULL TANKERS INC COM COM Y21110104 8161 813700 SH SOLE 676650 3700 133350 DOW CHEMICAL CORP COM 260543103 7754 222100 SH SOLE 188200 0 33900 DUKE ENERGY CORP COM 26441C105 3295 189600 SH SOLE 170100 0 19500 EAGLE BULK SHIPPING INC COM COM Y2187A101 50340 1702393 SH SOLE 1524523 3600 174270 EATON VANCE TX ADV GLBL DIV IN MUTUAL FUNDS 27828S101 517 23800 SH SOLE 0 0 23800 ENBRIDGE ENERGY PARTNERS L PCO COM 29250R106 7674 152540 SH SOLE 143900 0 8640 ENCORE ENERGY LP COM 29257A106 22808 813700 SH DEFINED 706350 2750 104600 ENERGY TRANSFER EQUITY LP COM 29273V100 11787 406600 SH SOLE 383100 0 23500 ENERGY TRANSFER PARTNERS L.P. COM 29273R109 24902 572854 SH SOLE 558154 1400 13300 ENERPLUS RES FD TR UNIT NEW COM 29274D604 30372 656830 SH SOLE 589065 1600 66165 ENSCO INTL INC COM 26874Q100 18376 227600 SH DEFINED 182000 300 45300 ENTERPRISE PRODS PARTNERS COM 293792107 111518 3775150 SH DEFINED 3548600 3450 223100 ENTERRA ENERGY TRUST COM 29381P102 1265 269640 SH SOLE 254599 0 15041 EOG RESOURCES INC. COM 26875P101 24012 183022 SH DEFINED 159022 600 23400 EUROSEAS LTD COM NEW COM Y23592200 130 10000 SH SOLE 10000 0 0 EXCEL MARITIME CARRIERS LTD CO COM V3267N107 60945 1552728 SH DEFINED 1382013 2943 167772 EXXON CORPORATION COM 30231G102 4577 51930 SH SOLE 34200 200 17530 FEDEX CORP COM 31428X106 268 3400 SH SOLE 400 0 3000 GENERAL ELEC CO COM 369604103 6915 259078 SH SOLE 200240 0 58838 GENERAL MARITIME CORP COM Y2692M103 909 35000 SH SOLE 34000 0 1000 GIBRALTAR INDUSTRIES INC COM 374689107 2352 147300 SH SOLE 145050 0 2250 GLOBE SPECIALTY METALS, INC. FOREIGN COMMON S U45982102 506 17000 SH SOLE 17000 0 0 GREAT LAKES DREDGE & DOCK COCO COM 390607109 64 10500 SH SOLE 0 0 10500 HEALTH NET INC COM COM 42222G108 1557 64700 SH SOLE 51800 0 12900 HEWLETT PACKARD CO COM 428236103 900 20357 SH SOLE 570 0 19787 I B M COM 459200101 23083 194740 SH DEFINED 156952 700 37088 I SHARES BROKER-DEALER INDEX F MUTUAL FUNDS 464288794 217 6500 SH SOLE 0 0 6500 INERGY L P COM 456615103 7153 274900 SH SOLE 241400 0 33500 INGERSOLL-RAND CO COM G4776G101 19243 514100 SH SOLE 425100 0 89000 INTERNATIONAL PAPER CO COM 460146103 1188 50990 SH SOLE 40800 0 10190 ISTAR FINL INC COM COM 45031U101 205 15525 SH SOLE 14720 0 805 J.P. MORGAN CHASE & CO COM 46625H100 2278 66397 SH SOLE 54293 0 12104 JED OIL, INC COM 472310101 629 1428571 SH SOLE 1428571 0 0 JOHNSON & JOHNSON COM 478160104 1508 23438 SH SOLE 17963 0 5475 KIMBERLY CLARK CORP COM 494368103 299 5000 SH SOLE 0 0 5000 KINDER MORGAN EGY PTNS L P UT COM 494550106 251 4500 SH SOLE 4250 0 250 KODIAK OIL & GAS CORP COM COM 50015Q100 407 89300 SH SOLE 89300 0 0 K-SEA TRANSPORTATION PARTNER COM 48268Y101 11574 364300 SH SOLE 329732 1400 33168 LABORATORY CORP AMER HLDGS COM COM 50540R409 526 7550 SH SOLE 7350 200 0 LIBERTY MEDIA HLDG CORP INT CO COM 53071M104 1220 82667 SH SOLE 76151 0 6516 LOEWS CORP COM 540424108 26302 560800 SH DEFINED 471100 800 88900 MARATHON OIL CORP COM COM 565849106 4193 80838 SH SOLE 78438 0 2400 MARKWEST ENERGY PARTNERS L PUN COM 570759100 18457 517852 SH SOLE 470032 0 47820 MCDONALDS CORP COM 580135101 639 11368 SH SOLE 11368 0 0 METLIFE INC COM 59156R108 15546 294596 SH SOLE 241653 1200 51743 MGM MIRAGE COM COM 552953101 203 6000 SH SOLE 6000 0 0 MICROSOFT CORP COM 594918104 397 14439 SH SOLE 14139 0 300 NAVIOS MARITIME HOLDINGS INCCO COM Y62196103 32421 3345784 SH SOLE 3171280 2800 171704 NAVIOS MARITIME PARTNERS L PUN COM Y62267102 7961 545262 SH SOLE 471962 0 73300 NEWS CORP CL A COM 65248E104 15116 1005086 SH DEFINED 825283 1638 178165 NOKIA CORP SPONSORED ADR COM 654902204 6875 280600 SH SOLE 224800 0 55800 NORDIC AMERN TANKER SHIPPINGOR COM G65773106 349 9000 SH SOLE 0 0 9000 NUSTAR ENERGY LP UNIT COM 67058H102 20305 428468 SH SOLE 422868 0 5600 NUSTAR GP HOLDINGS COM 67059L102 13821 637800 SH SOLE 554900 200 82700 NYSE EURONEXT COM 629491101 1327 26200 SH SOLE 26200 0 0 OCCIDENTAL PETE CORP COM COM 674599105 28665 318996 SH DEFINED 267746 250 51000 ORACLE SYS CORP COM 68389X105 21194 1009224 SH SOLE 836724 0 172500 PACKAGING CORP AMER COM COM 695156109 215 10000 SH SOLE 0 0 10000 PARAGON SHIPPING COM 69913R309 336 20000 SH SOLE 20000 0 0 PATRIOT COAL CORP COM COM 70336T104 3503 22850 SH SOLE 20150 0 2700 PEABODY ENERGY CORP COM 704549104 14942 169700 SH SOLE 149200 0 20500 PENGROWTH ENERGY TRUST COM 706902509 3012 149790 SH SOLE 109240 0 40550 PENN VIRGINIA GP COM 70788P105 5230 159600 SH SOLE 135100 0 24500 PENN VIRGINIA RESOURCE PART COM 707884102 13210 487800 SH SOLE 468800 2800 16200 PEPSICO INC COM 713448108 395 6211 SH SOLE 1911 0 4300 PFIZER INC COM 717081103 245 14015 SH SOLE 7520 0 6495 PIONEER NAT RES CO COM COM 723787107 17950 229300 SH DEFINED 175300 200 53800 PIONEER SOUTHWST ENRG PRTNR UN COM 72388B106 15527 694700 SH SOLE 641700 100 52900 PLAINS ALL AMERN PIPELINE L UN COM 726503105 27774 615696 SH SOLE 559579 100 56017 PRB 10% SR. SUB. CONVERT. NOTE CONVERTIBLE BOND 888888888 50 500000 PRN SOLE 500000 0 0 PRIDE INTL INC DEL COM COM 74153Q102 15133 320001 SH SOLE 264201 0 55800 PROCTER & GAMBLE COMPANY COM 742718109 310 5090 SH SOLE 4684 0 406 PRUDENTIAL FINANCIAL INC COM 744320102 490 8195 SH SOLE 8195 0 0 PULTE CORP COM 745867101 100 10400 SH SOLE 9400 0 1000 REGENCY ENERGY PARTNERS L.P. COM 75885Y107 15477 636650 SH SOLE 563350 0 73300 ROWAN COS INC COM COM 779382100 16334 349400 SH DEFINED 280700 500 68200 ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 752 9200 SH SOLE 3200 0 6000 SAFE BULKERS INC COM Y7388L103 12079 640100 SH SOLE 573800 300 66000 SEASPAN COM Y75638109 7208 300100 SH SOLE 296400 0 3700 SHIP FINANCE INTERNATIONAL COM G81075106 824 27917 SH SOLE 26034 0 1883 SIERRA PAC RES NEW COM COM 826428104 5857 460800 SH SOLE 451500 0 9300 SMURFIT-STONE CONTAINER CORP. COM 832727101 1883 462610 SH SOLE 421210 0 41400 SPRINT CORP COM 852061100 568 59794 SH SOLE 55360 0 4434 ST MARY LD & EXPL CO COM COM 792228108 388 6000 SH SOLE 6000 0 0 ST PAUL TRAVELERS COS INC COM 89417E109 3713 85554 SH SOLE 80440 30 5084 STAR BULK CARRIERS CORP COM COM Y8162K105 650 55125 SH SOLE 0 0 55125 STONEMOR PARTNERS LP COM 86183Q100 594 34000 SH SOLE 31100 0 2900 SUNOCO LOGISTICS PARTNERS LP COM 86764L108 6543 139500 SH SOLE 136800 0 2700 TALISMAN ENERGY INC COM COM 87425E103 41843 1890800 SH DEFINED 1642550 750 247500 TARGA NATURAL RESOURCES LP COM 87611X105 23101 1002200 SH DEFINED 919450 3550 79200 TEEKAY SHIPPING CORP COM COM Y8564W103 406 8980 SH SOLE 7290 0 1690 TEEKAY TANKERS COM Y8565N102 6181 266300 SH SOLE 237200 1400 27700 TESORO PETE CORP COM 881609101 336 17000 SH SOLE 17000 0 0 TEXAS INSTRS INC COM 882508104 1967 69840 SH SOLE 65440 800 3600 TK LNG PARTNERS L.P. COM Y8564M105 1116 42400 SH SOLE 39000 0 3400 TRUE ENERGY TR TR UNIT COM 897839106 165 37500 SH SOLE 0 0 37500 ULTRAPETROL BAHAMAS LTD COM COM P94398107 1903 150905 SH SOLE 133305 0 17600 UNITED TECHNOLOGIES CORP COM 913017109 391 6330 SH SOLE 0 0 6330 US SHIPPING PARTNERS LP COM 903417103 55 28800 SH SOLE 27600 0 1200 VERIZON COMMUNICATIONS COM 92343V104 641 18109 SH SOLE 7153 0 10956 WELLS FARGO NEW COM 949746101 477 20072 SH SOLE 13372 0 6700 WESTERN GAS PARTNERS LP COM 958254104 506 30000 SH SOLE 27400 0 2600 WHITING PETE CORP COM 966387102 265 2500 SH SOLE 1500 0 1000 WILLIAMS PARTNERS LP COM 96950F104 5059 154000 SH SOLE 154000 0 0 WOLVERINE TUBE INC COM COM 978093102 212 294261 SH SOLE 293854 0 407 WYETH COM 983024100 221 4600 SH SOLE 4600 0 0 XEROX CORP COM 984121103 23679 1746260 SH DEFINED 1442310 2550 301400 XTO ENERGY INC COM COM 98385X106 1396 20375 SH SOLE 11000 0 9375
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