13F-HR/A 1 mh9-00confidential13f.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 NOVEMBER 9, 2000 PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND FOR WHICH CONFIDENTIAL TREATMENT EXPIRES ON NOVEMBER 15, 2001. Report for the Calendar Year or Quarter Ended: September 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 November 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: 23 Form 13F Information Table Value Total: 550,863,000 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- ASSOCIATES FIRST CS 046008108 36267 954400 SH SOLE 954400 AXA FINANCIAL CS 002451102 35357 694125 SH SOLE 694125 CMB 10-45 PUT PT 16161A9V2 42 37000 SH Put SOLE 37000 COASTAL CORP CS 190441105 29706 400750 SH SOLE 400750 COBALT NETWORKS CS 19074R101 15545 268600 SH SOLE 268600 DELHAIZE AMERICA CL.B CS 246688204 1023 61100 SH SOLE 61100 DELHIAZE AMERICA CL.A CS 246688105 555 31800 SH SOLE 31800 DURA PHARMACY CS 26632S109 6155 174000 SH SOLE 174000 EFUNDS CS 28224R101 298 39700 SH SOLE 39700 GELTEX PHARM. CS 368538104 9128 195000 SH SOLE 195000 GEORGIA PACIFIC TIMBER GROUP CS 373298702 1938 72100 SH SOLE 72100 JP MORGAN CS 616880100 49192 301100 SH SOLE 301100 MCN ENERGY CS 55267J100 9500 370736 SH SOLE 370736 NABISCO GROUP CS 62952P102 14270 500710 SH SOLE 500710 NABISCO HOLDING CORP. CS 629526104 42119 783603 SH SOLE 783603 R & B FALCON CORP CS 74912E101 5416 194300 SH SOLE 194300 SDL INC. CS 784076101 17470 56400 SH SOLE 56400 SEAGATE TECHNOLOGY CS 811804103 139890 2027388 SH SOLE 2027388 SEAGRAM CS 811850106 69523 1210412 SH SOLE 1210412 SOFTWARE.COM CS 83402P104 32349 178352 SH SOLE 178352 SOUTHDOWN INC CS 841297104 4040 56706 SH SOLE 56706 VIVENDI ADR CS 92851S105 1044 70500 SH SOLE 70500 VOICESTREAM VS (DT.1) CS 928615103 30036 258790 SH SOLE 258790 550,863