-----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, UHQz+nLcZVShA/7DuujctkjbTKnhEHgKsWUi4wTM1rP1jZ02+e3PROgQo0sawGfe WMd4sI8TqMmw44UnWoIW9g== 0000930661-00-000344.txt : 20000215 0000930661-00-000344.hdr.sgml : 20000215 ACCESSION NUMBER: 0000930661-00-000344 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20000214 GROUP MEMBERS: CBL PARTNERS, LP GROUP MEMBERS: ESL INSTITUTIONAL PARTNERS, LP GROUP MEMBERS: ESL LIMITED GROUP MEMBERS: ESL PARTNERS LP GROUP MEMBERS: MICHAEL DELL PERSONAL INCOME TRUST GROUP MEMBERS: MSD PORTFOLIO, LP GROUP MEMBERS: RPKS INVESTMENTS, LLC GROUP MEMBERS: TRIPLE MARLIN INVESTMENTS, LLC GROUP MEMBERS: ZIFF ASSET MANAGEMENT, LP SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: MCKESSON HBOC INC CENTRAL INDEX KEY: 0000927653 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-DRUGS PROPRIETARIES & DRUGGISTS' SUNDRIES [5122] IRS NUMBER: 943207296 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-44207 FILM NUMBER: 543084 BUSINESS ADDRESS: STREET 1: ONE POST ST STREET 2: MCKESSON PLAZA CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4159838300 MAIL ADDRESS: STREET 1: ONE POST ST CITY: SAN FRANCISCO STATE: CA ZIP: 94104 FORMER COMPANY: FORMER CONFORMED NAME: MCKESSON CORP DATE OF NAME CHANGE: 19950209 FORMER COMPANY: FORMER CONFORMED NAME: SP VENTURES INC DATE OF NAME CHANGE: 19940728 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ESL PARTNERS LP CENTRAL INDEX KEY: 0000923727 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 222875193 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: ONE LAFAYETTE PLACE CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 2038614600 MAIL ADDRESS: STREET 1: ONE LAFAYETTE PLAC CITY: GREENWICH STATE: CT ZIP: 06830 SC 13G/A 1 AMENDMENT 1 TO SCHEDULE 13-G ------------------------------ | OMB NUMBER: 3235-0145 | | Expires: August 31, 1999 | | Estimated average burden | | hours per form ..... 14.90 | ------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1*) McKesson HBOC, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, par value $.01 per share - -------------------------------------------------------------------------------- (Title of Class of Securities) 58155Q103 - -------------------------------------------------------------------------------- (CUSIP Number) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. 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). SCHEDULE 13G - --------------------- ------------------ CUSIP No. - 58155Q103 Page 2 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Partners, L.P., a Delaware limited partnership 22-2875193 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 10,521,057 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 10,521,057 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 25,138,217 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.92% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- - --------------------- ------------------ CUSIP No. - 58155Q103 Page 3 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Limited, a Bermuda corporation - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Bermuda - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 2,488,849 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 2,488,849 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 25,138,217 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.92% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON CO - -------------------------------------------------------------------------------- - --------------------- ------------------ CUSIP No. - 58155Q103 Page 4 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON ESL Institutional Partners, a Delaware limited partnership 06-1456821 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 219,628 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 219,628 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 25,138,217 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.92% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- - --------------------- ------------------ CUSIP No. - 58155Q103 Page 5 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON CBL Partners, L.P., a Delaware limited partnership 06-1526810 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 8,533,777 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 8,533,777 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 25,138,217 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.92% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- - --------------------- ------------------ CUSIP No. - 58155Q103 Page 6 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON MSD Portfolio L.P. - Investments, a Delaware limited partnership 13-4019104 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 2,574,117 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 2,574,117 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,624,117* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.93%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- *MSD disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL and Ziff and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that MSD is a member of a group with ESL, Limited, Institutional, CBL, and Ziff. All defined terms used herein are defined below. - --------------------- ------------------ CUSIP No. - 58155Q103 Page 7 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON RPKS Investments, LLC, a Delaware limited liability company 51-0381490 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 0 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,624,117* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.93%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- *RPKS disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL and Ziff and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that RPKS is a member of a group with ESL, Limited, Institutional, CBL, and Ziff. All defined terms used herein are defined below. - --------------------- ------------------ CUSIP No. - 58155Q103 Page 8 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Triple Marlin Investments, LLC, a Delaware limited liability company 51-0381487 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 0 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 0 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,624,117* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.93%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- *Triple disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL and Ziff and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that Triple is a member of a group with ESL, Limited, Institutional, CBL, and Ziff. All defined terms used herein are defined below. - --------------------- ------------------ CUSIP No. - 58155Q103 Page 9 of 16 Pages - --------------------- ------------------ - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Michael Dell Personal Income Trust, a Texas Trust - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Texas - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 50,000 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 50,000 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,624,117* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.93%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON OO - -------------------------------------------------------------------------------- *Trust disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL and Ziff and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that Trust is a member of a group with ESL, Limited, Institutional, CBL, and Ziff. All defined terms used herein are defined below. - --------------------- ------------------- CUSIP No. - 58155Q103 Page 10 of 16 Pages - --------------------- ------------------- - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Ziff Asset Management, L.P., a Delaware limited partnership 13-3791746 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OR ORGANIZATION Delaware - -------------------------------------------------------------------------------- NUMBER OF 5 SOLE VOTING POWER SHARES BENEFICIALLY 750,789 OWNED BY ---------------------------------------------------------- EACH REPORTING 6 SHARED VOTING POWER PERSON WITH 0 ---------------------------------------------------------- 7 SOLE DISPOSITIVE POWER 750,789 ---------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 0 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 750,789* - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [_] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.27%* - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON PN - -------------------------------------------------------------------------------- *Ziff disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL, MSD, RPKS, Triple and Trust and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that Ziff is a member of a group with ESL, Limited, Institutional, CBL, MSD, RPKS, Triple and Trust. All defined terms used herein are defined below. - --------------------- ------------------- CUSIP No. - 58155Q103 Page 11 of 16 Pages - --------------------- ------------------- Item 1(a) Name of Issuer: - --------- -------------- McKesson HBOC, Inc. Item 1(b) Address of Issuer's Principal Executive Offices: - --------- ----------------------------------------------- One Post Street, McKesson Plaza San Francisco, CA 94104 Item 2(a) Names of Persons Filing: - --------- ----------------------- ESL Partners, L.P. ESL Limited ESL Institutional Partners, L.P. CBL Partners, L.P. MSD Portfolio L.P. - Investments RPKS Investments, LLC Triple Marlin Investments, LLC Michael Dell Personal Income Trust Ziff Asset Management, L.P. Item 2(b) Addresses of Principal Business Offices: - --------- --------------------------------------- ESL Partners, L.P., ESL Institutional Partners, L.P., and CBL Partners, L.P.: One Lafayette Place Greenwich, CT 06830 ESL Limited Hemisphere House 9 Church Street Hamilton, Bermuda MSD Portfolio L.P. - Investments, RPKS Investments, LLC , Triple Marlin Investments, LLC and Michael Dell Personal Income Trust: c/o MSD Capital L.P. 780 3rd Avenue 43rd Floor New York, New York 10017 Ziff Asset Management, L.P.: c/o PBK Holdings, Inc. 283 Greenwich Avenue Third Floor Greenwich, CT 06830 - --------------------- ------------------- CUSIP No. - 58155Q103 Page 12 of 16 Pages - --------------------- ------------------- Item 2(c) Citizenship: - --------- ----------- ESL Partners, L.P. -- Delaware ESL Limited -- Bermuda ESL Institutional Partners, L.P. -- Delaware CBL Partners, L.P. -- Delaware MSD Portfolio L.P. - Investments -- Delaware RPKS Investments, LLC -- Delaware Triple Marlin Investments, LLC -- Delaware Michael Dell Personal Income Trust - Texas Ziff Asset Management, L.P. -- Delaware Item 2(d) Title of Class of Securities: Common Stock, par value $.01 per share Item 2(e) CUSIP Number: 58155Q103 Item 3 Status of Persons Filing: (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 (S)240.13d- 1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with (S)240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with (S)240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from 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) [ ] Group, in accordance with (S)240.13d-1(b)(1)(ii)(J). Item 4 Ownership: (a) Amount Beneficially Owned: 25,138,217 shares of Common Stock. - --------------------- ------------------- CUSIP No. - 58155Q103 Page 13 of 16 Pages - --------------------- ------------------- This statement is filed on behalf of a group consisting of ESL Partners, L.P., a Delaware limited partnership ("ESL"), ESL Limited, a Bermuda corporation ("Limited"), ESL Institutional Partners, L.P., a Delaware limited partnership ("Institutional"), CBL Partners, L.P., a Delaware limited partnership ("CBL"), MSD Portfolio L.P. - Investments, a Delaware limited partnership ("MSD"), RPKS Investments, LLC, a Delaware limited liability company ("RPKS"), Triple Marlin Investments, LLC, a Delaware limited liability company ("Triple"), Michael Dell Personal Income Trust, a trust formed under the laws of the state of Texas ("Trust") and Ziff Asset Management, L.P., a Delaware limited partnership ("Ziff"). The general partner of ESL is RBS Partners, L.P. (the "General Partner"). The general partner of the General Partner is ESL Investments, Inc., a Delaware corporation ("Investments"). ESL Investment Management, LLC, a Delaware limited liability company, is the investment manager of Limited. RBS Investment Management, LLC, a Delaware limited liability company, is the general partner of Institutional. Investments is the general partner of CBL. MSD Capital, L.P., a Delaware limited partnership ("MSD Capital"), is the general partner of MSD. Glenn Fuhrman and John Phelan are the managing principals of MSD Capital. Glenn Fuhrman is the managing member of RPKS. John Phelan is the managing member of Triple. John Phelan is the trustee of Trust. PBK Holdings, Inc., a Delaware corporation, is the general partner of Ziff. In the aforementioned capacities, ESL, Limited, Institutional, CBL, MSD, RPKS, Triple, Trust and Ziff each may be deemed to be the beneficial owner of the shares of McKesson HBOC, Inc. common stock ("Common Stock") beneficially owned by the other members of the group; PROVIDED, HOWEVER, Ziff disclaims beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL, MSD, RPKS, Triple and Trust and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that Ziff is a member of a group with ESL, Limited, Institutional, CBL, MSD, RPKS, Triple and Trust; PROVIDED FURTHER, MSD, RPKS, Triple and Trust each disclaim beneficial ownership of all shares that are beneficially owned by ESL, Limited, Institutional, CBL and Ziff and the filing of this Schedule 13G shall not be construed as an admission beyond the scope of Section 13(d) of the Act that MSD, RPKS, Triple and Trust are members of a group with ESL, Limited, Institutional, CBL, and Ziff. As of December 31, 1999, the members of the group beneficially owned an aggregate of 25,138,217 shares of Common Stock as follows: (i) ESL was the record owner of 10,521,057 shares of Common Stock; (ii) Limited was the record owner of 2,488,849 shares of Common Stock; (iii) Institutional was the record owner of 219,628 shares of Common Stock; (iv) CBL was the record owner of 8,533,777 shares of Common Stock; (v) MSD was the record owner of 2,574,117 shares of Common Stock; (vi) RPKS was the record owner of 0 shares of Common - --------------------- ------------------- CUSIP No. - 58155Q103 Page 14 of 16 Pages - --------------------- ------------------- Stock, (vii) Triple was the record owner of 0 shares of Common Stock (viii) Trust was the record owner of 50,000 shares of Common Stock and (viii) Ziff was the record owner of 750,789 shares of Common Stock. (b) Percent of Class: 8.92%. (c) Number of shares as to which each person has: (i) sole power to vote or to direct the vote: See Item 5 of each cover page. (ii) shared power to vote or to direct the vote: 0 (iii) sole power to dispose or to direct the disposition of: See Item 7 of each cover page. (iv) shared power to dispose or to direct the disposition of: 0 Item 5 Ownership of 5% or Less of a Class: Not applicable. Item 6 Ownership of More than 5% on Behalf of Another Person: Not applicable. 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: See Item 4(a). Item 9 Notice of Dissolution of Group: Not applicable - --------------------- ------------------- CUSIP No. - 58155Q103 Page 15 of 16 Pages - --------------------- ------------------- Item 10 Certification: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above 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. 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: February 14, 2000 ESL PARTNERS, L.P. By: RBS Partners, L.P., its general partner By: ESL Investments, Inc., its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Chairman ESL LIMITED By: ESL Investment Management, LLC, its investment manager By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Managing Member ESL INSTITUTIONAL PARTNERS, L.P. By: RBS Investment Management, LLC, its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Managing Member - --------------------- ------------------- CUSIP No. - 58155Q103 Page 16 of 16 Pages - --------------------- ------------------- CBL PARTNERS, L.P. By: ESL Investments, Inc., its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Chairman MSD PORTFOLIO L.P. - INVESTMENTS By: MSD CAPITAL, L.P., its general partner By: /s/ John Phelan -------------------------------- John Phelan Managing Principal RPKS INVESTMENTS, LLC By: /s/ Glenn Fuhrman -------------------------------- Glenn Fuhrman Managing Member TRIPLE MARLIN INVESTMENTS, LLC By: /s/ John Phelan -------------------------------- John Phelan Managing Member MICHAEL DELL PERSONAL INCOME TRUST By: /s/ John Phelan -------------------------------- John Phelan Trustee ZIFF ASSET MANAGEMENT, L.P. By: PBK HOLDINGS, INC., its general partner By: /s/ Mark A. Beaudoin -------------------------------- Mark A. Beaudoin Treasurer EXHIBITS -------- Exhibit 1 Joint Filing Agreement, dated as of February 14, 2000, entered into by and among ESL Partners, L.P., ESL Limited, ESL Institutional Partners, L.P., CBL Partners, L.P., MSD Portfolio L.P. - Investments, RPKS Investments, LLC, Triple Marlin Investments, LLC, Michael Dell Personal Income Trust and Ziff Asset Management, L.P. EX-1 2 JOINT FILING AGREEMENT EXHIBIT 1 --------- JOINT FILING AGREEMENT ---------------------- In accordance with Rule 13d-1(k) promulgated under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them a Statement on Schedule 13G (including amendments thereto) with regard to the common stock of McKesson HBOC, Inc., and further agree that this Joint Filing Agreement be included as an Exhibit to such joint filings. In evidence thereof, the undersigned, being duly authorized, hereby execute this Agreement as of the 14th day of February, 2000. ESL PARTNERS, L.P. By: RBS Partners, L.P., its general partner By: ESL Investments, Inc., its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Chairman ESL LIMITED By: ESL Investment Management, LLC, its investment manager By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Managing Member ESL INSTITUTIONAL PARTNERS, L.P. By: RBS Investment Management, LLC, its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Managing Member EXHIBIT 1 --------- CBL PARTNERS, L.P. By: ESL Investments, Inc., its general partner By: /s/ Edward S. Lampert -------------------------------- Edward S. Lampert Chairman MSD PORTFOLIO L.P. - INVESTMENTS By: MSD CAPITAL, L.P., its general partner By: /s/ John Phelan -------------------------------- John Phelan Managing Principal RPKS INVESTMENTS, LLC By: /s/ Glenn Fuhrman -------------------------------- Glenn Fuhrman Managing Member TRIPLE MARLIN INVESTMENTS, LLC By: /s/ John Phelan -------------------------------- John Phelan Managing Member MICHAEL DELL PERSONAL INCOME TRUST By: /s/ John Phelan -------------------------------- John Phelan Trustee ZIFF ASSET MANAGEMENT, L.P. By: PBK HOLDINGS, INC., its general partner By: /s/ Mark A. Beaudoin -------------------------------- Mark A. Beaudoin Treasurer -----END PRIVACY-ENHANCED MESSAGE-----