13F-HR/A 1 mh6-00confidential13f.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 AUGUST 14, 2000 PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND FOR WHICH CONFIDENTIAL TREATMENT EXPIRES ON AUGUST 15, 2001. Report for the Calendar Year or Quarter Ended: June 30, 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 August 2, 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: 33 Form 13F Information Table Value Total: 434,528,000 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 SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- 3 COM CORP. CS 885535104 9331 162100 SH SOLE 162100 ACTIVE SOFTWARE CS 00504E100 14194 182700 SH SOLE 182700 BESTFOOD CORP CS 08658U101 55483 801200 SH SOLE 801200 BUSH BOAKE CS 123162109 2406 55000 SH SOLE 55000 COLUMBIA ENERGY CS 197648108 47654 726150 SH SOLE 726150 CONSOLIDATED PAPER CS 209759109 18498 505922 SH SOLE 505922 DAISEY TEK INT'L CS 234053106 2359 249983 SH SOLE 249983 HNC SOFTWARE CS 40425P107 2334 37800 SH SOLE 37800 HOMEGROCER.COM VS (WBVN) CS 43740K100 308 51100 SH SOLE 51100 INT'L HOME FOODS CS 459655106 7502 358300 SH SOLE 358300 LYCOS CORP CS 550818108 1135 21000 SH SOLE 21000 MALLINCKRODT CS 561232109 6522 150150 SH SOLE 150150 MCN ENERGY CS 55267J100 4289 200678 SH SOLE 200678 METHODE ELECTRONICS A CS 591520200 1545 40000 SH SOLE 40000 MIPS TECHNOLOGY CL B CS 604567206 2706 69395 SH SOLE 69395 NABISCO GROUP CS 62952P102 2594 100000 SH SOLE 100000 NABISCO HOLDING CORP. CS 629526104 13146 250400 SH SOLE 250400 POLICY MANAGEMENT SYSTEMS CS 731108106 7696 500575 SH SOLE 500575 RAYTHEON CLASS B CS 755111408 485 25200 SH SOLE 25200 RELIASTAR FINANCIAL CS 75952U103 35153 670386 SH SOLE 670386 SANTA FE ENERGY CS 80218K105 5657 497300 SH SOLE 497300 SEAGATE TECHNOLOGY CS 811804103 66588 1210693 SH SOLE 1210693 SEAGRAM CS 811850106 18879 325500 SH SOLE 325500 SNYDER COMMUNICATIONS CS 832914105 12069 508165 SH SOLE 508165 VASTAR CS 922380100 13937 169700 SH SOLE 169700 VERIO INC. CS 923433106 27757 500695 SH SOLE 500695 VOICESTREAM CS 928615103 16154 138900 SH SOLE 138900 WABASH NATIONAL CS 929566107 248 20805 SH SOLE 20805 WEBVAN GROUP VS (HOMG) CS 94845V103 184 25000 SH SOLE 25000 WESLEY JENSEN CS 951018100 3950 105145 SH SOLE 105145 WPP GROUP ADR CS 929309300 1198 16500 SH SOLE 16500 YOUNG & RUBICAM CS 987425105 24345 425700 SH SOLE 425700 ZIFF DAVIS CS 989511100 8222 913600 SH SOLE 913600 434,528