13F-HR/A 1 mh3-00confidential13f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE THIS FILING LISTS SECURITIES HOLDINGS REPORTED ON FORM 13F FILED ON MAY 11, 2000 PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND FOR WHICH CONFIDENTIAL TREATMENT EXPIRES ON MAY 17, 2001. Report for the Calendar Year or Quarter Ended: March 31, 2000 Check here if Amendment [X]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [X] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: M.H. Davidson & Co., L.L.C. Address: 885 Third Avenue Suite 3300 New York, NY 10022 13F File Number: 28-4666 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: Thomas L. Kempner Jr. Title: Member Phone: 212-371-3966 Signature, Place, and Date of Signing: Thomas L. Kempner Jr. New York May 3, 2001 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. Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 29 Form 13F Information Table Value Total: 444,953,000 List of Other Included Managers: 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- COLUMBIA ENERGY CS 197648108 19,285 325,490 SH SOLE 325,490 CONCENTRIC NETWORKCS 20589R107 1,755 31,900 SH SOLE 31,900 3 COM CORP. CS 885535104 4,990 89,800 SH SOLE 89,800 COMSAT CORP CS 20564D107 10,729 520,182 SH SOLE 520,182 CUBE MICROSYSTEM CS 125015107 26,598 365,300 SH SOLE 365,300 DAISEY TEK INT'L CS 234053106 2,932 193,833 SH SOLE 193,833 GENTIVA HEALTH S CS 37247A102 1,183 165,273 SH SOLE 165,273 HANNAFORD BROS. CS 410550107 27,698 375,565 SH SOLE 375,565 HNC SOFTWARE CS 40425P107 1,947 27,100 SH SOLE 27,100 LIPOSOME CO. CS 536310105 2,911 169,384 SH SOLE 169,384 MEDPARTNERS CS 58503X206 2,245 338,800 SH SOLE 338,800 MIRAGE CS 60462E104 12,123 625,700 SH SOLE 625,700 MEDAMORE WORLDWID CS 59133P100 8,356 295,800 SH SOLE 295,800 MOLEX CL A CS 608554200 588 13,250 SH SOLE 13,250 NEWBRIDGE NETWORKCS 650901101 27,609 851,145 SH SOLE 851,145 PAIRGAIN TECH CS 695934109 4,213 226,190 SH SOLE 226,190 RAYTHEON CLASS B CS 755111408 452 25,200 SH SOLE 25,200 SEAGATE TECHNOLOG CS 811804103 18,750 311,200 SH SOLE 311,200 SNYDER COMMUNICAT CS 832914105 10,227 454,545 SH SOLE 454,545 TELEFONICA DE ARGE CS 879378206 19,386 493,900 SH SOLE 493,900 TELEFONICA PERU AD CS 879384105 1,700 100,000 SH SOLE 100,000 TELE SUDESTE CELLU CS 879252104 1,478 29,600 SH SOLE 29,600 TELESP ADR CS 87929A102 12,024 405,024 SH SOLE 405,024 Union Carbide Corp CS 905581104 5,956 102,145 SH SOLE 102,145 MEDIAONE CS 58440J104 95,252 1,175,947 SH SOLE 1,175,947 US West CS 91273H101 97,055 1,336,380 SH SOLE 1,336,380 US TRUST CO. CS 91288L105 832 4,400 SH SOLE 4,400 WARNER LAMBERT CS 934488107 20,538 210,650 SH SOLE 210,650 ZIFF DAVIS CS 989511100 6,142 393,100 SH SOLE 393,100 444,953