13F-HR 1 sascod.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 Check here is Amendment [ ] ; Amendment Number: This Amendment (check only one): [ ] is a restatement. [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Sasco Capital, Inc. Address: 10 Sasco Hill Road Fairfield, CT 06824 13F File Number: 28-1646 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: Daniel L. Leary Title: Secretary Phone: 203-254-6800 Signature, Place, and Date of Signing: Daniel L. Leary Fairfield, Connecticut February 10, 2005 Report Type (Check only one): [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: 46 Form 13F Information Table Value Total: $2,267,534 List of Other Included Managers: FORM 13 F DECEMBER 2004 REPORTING MANAGER: SASCO CAPITAL, INC. FORM 13F INFORMATION TABLE NAME OF ISSUER TITLE OF UPDATE CLASS CUSIP VALUE SHARES / SH/ INVESTMENT OTHER VOTING AUTHORITY (x$1000) PRN AMT PRN DISCRETION MGR SOLE SHARED NONE
ALLEGHANY CORP DEL COMMON 17175100 96095 336881 SH SOLE 0 100800 0 236081 ALLEGHENY TECHNOLOGIES I COMMON 01741R102 152 7000 SH SOLE 0 7000 0 0 ALLIED WASTE INDS INC COMMON 19589308 35557 3831550 SH SOLE 0 1139850 0 2691700 AMERICAN ELEC PWR INC COMMON 25537101 873 28000 SH SOLE 0 28000 0 0 AMERICAN STD COS INC DEL COMMON 29712106 359 8700 SH SOLE 0 8700 0 0 ATMOS ENERGY CORP COMMON 49560105 24121 881950 SH SOLE 0 332400 0 549550 BIG LOTS INC COMMON 89302103 60552 4991950 SH SOLE 0 1525400 0 3466550 BRUNSWICK CORP COMMON 117043109 58398 1179750 SH SOLE 0 347150 0 832600 CHIQUITA BRANDS INTL INC COMMON 170032809 232 10500 SH SOLE 0 10500 0 0 CROWN HOLDINGS INC COMMON 228368106 106178 7727650 SH SOLE 0 2330700 0 5396950 DEL MONTE FOODS CO COMMON 24522P103 76410 6933750 SH SOLE 0 2132550 0 4801200 DUKE ENERGY CORP COMMON 264399106 107127 4229250 SH SOLE 0 1360900 0 2868350 DYNEGY INC NEW COMMON 26816Q101 56659 12263950 SH SOLE 0 3828700 0 8435250 FMC TECHNOLOGIES INC COMMON 30249U101 42912 1332681 SH SOLE 0 337633 0 995048 FIRSTENERGY CORP COMMON 337932107 83589 2115650 SH SOLE 0 652400 0 1463250 FOOT LOCKER INC COMMON 344849104 130822 4857842 SH SOLE 0 1469400 0 3388442 FORTUNE BRANDS INC COMMON 349631101 66263 858555 SH SOLE 0 275600 0 582955 GOODYEAR TIRE & RUBR CO COMMON 382550101 29294 1998250 SH SOLE 0 643400 0 1354850 HERCULES INC COMMON 427056106 88546 5962678 SH SOLE 0 1866600 0 4096078 JOY GLOBAL INC COMMON 481165108 109 2500 SH SOLE 0 2500 0 0 KONINKLIJKE AHOLD N V COMMON 500467303 74336 9567050 SH SOLE 0 2905500 0 6661550 LAIDLAW INTL INC COMMON 50730R102 108403 5065550 SH SOLE 0 1495100 0 3570450 LEAR CORP COMMON 521865105 69698 1142400 SH SOLE 0 344050 0 798350 LIMITED BRANDS INC COMMON 532716107 89453 3885900 SH SOLE 0 1175050 0 2710850 MASSEY ENERGY CORP COMMON 576206106 98 2800 SH SOLE 0 2800 0 0 METHANEX CORP COMMON 59151K108 52806 2891918 SH SOLE 0 838272 0 2053646 NRG ENERGY INC COMMON 629377508 58805 1631200 SH SOLE 0 483100 0 1148100 NEENAH PAPER INC COMMON 640079109 3 78 SH SOLE 0 78 0 0 NEIMAN MARCUS GROUP INC CL A 640204202 186 2600 SH SOLE 0 2600 0 0 NOVA CHEMICALS CORP COMMON 66977W109 67171 1420100 SH SOLE 0 375300 0 1044800 ONEOK INC NEW COMMON 682680103 102718 3614300 SH SOLE 0 1089200 0 2525100 PACKAGING CORP AMER COMMON 695156109 80676 3425750 SH SOLE 0 1038700 0 2387050 PENNEY J C INC COMMON 708160106 93061 2247850 SH SOLE 0 603650 0 1644200 PREMCOR INC COMMON 74045Q104 48644 1153525 SH SOLE 0 344800 0 808725 RAYTHEON CO COM NEW 755111507 84731 2182100 SH SOLE 0 638300 0 1543800 RITE AID CORP COMMON 767754104 221 60300 SH SOLE 0 60300 0 0 SUPERVALU INC COMMON 868536103 72876 2111110 SH SOLE 0 611100 0 1500010 TRW AUTOMOTIVE HLDGS CORP COMMON 87264S106 155 7500 SH SOLE 0 7500 0 0 TELEDYNE TECHNOLOGIES IN COMMON 879360105 268 9100 SH SOLE 0 9100 0 0 TENNECO AUTOMOTIVE INC COMMON 880349105 186 10800 SH SOLE 0 10800 0 0 THOMAS & BETTS CORP COMMON 884315102 92899 3021100 SH SOLE 0 882350 0 2138750 TRINITY INDS INC COMMON 896522109 273 8000 SH SOLE 0 8000 0 0 UNITED STATES STL CORP N COMMON 912909108 46417 905700 SH SOLE 0 237850 0 667850 VALSPAR CORP COMMON 920355104 160 3200 SH SOLE 0 3200 0 0 WARNACO GROUP INC COMMON 934390402 6 300 SH SOLE 0 300 0 0 WASTE MGMT INC DEL COMMON 94106L109 59036 1971800 SH SOLE 0 585000 0 1386800