-----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, Dloj8N85rbr8zItVtwhmMdsYCghaCoWMv/B35Kq/kpWtxLy/hDk9fbHd6c97AjUy N5IVhrjWL+PIti9P/1crrg== 0000950123-02-008029.txt : 20020814 0000950123-02-008029.hdr.sgml : 20020814 20020814155259 ACCESSION NUMBER: 0000950123-02-008029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020630 FILED AS OF DATE: 20020814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL LLC CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 02736303 BUSINESS ADDRESS: STREET 1: 200 PARK AVE., SUITE 3300 CITY: NEW YORK STATE: NY ZIP: 10166 BUSINESS PHONE: 2128083590 MAIL ADDRESS: STREET 1: 200 PARK AVE STREET 2: SUITE 3300 CITY: NEW YORK STATE: NY ZIP: 10166 13F-HR 1 y63157e13fvhr.txt EMINENCE CAPITAL, LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F-HR Form 13F COVER PAGE Report for the Calendar Year of Quarter Ended: June 30, 2002 -------------------- Check here if Amendment [ ]; Amendment Number: ------------- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Eminence Capital, LLC Address: 200 Park Avenue, Suite 3300 New York, New York 10166 Form 13F File Number: 28-05589 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: Ricky C. Sandler Title: Managing Member Phone: (212) 808-3590 Signature, Place, and Date of Signing: /s/ Ricky C. Sandler New York, New York August 14, 2002 - ------------------------------------ ------------------ -------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 70 ----------- Form 13F Information Table Value Total: $ 837,897 ----------- (thousands) List of Other Included Managers: None
Title Voting Authority Of Value Investment Other ----------------------- Name of Issuer Class Cusip (X $1,000) Shares SH/PRN Put/Call Discretion Managers Sole Shared None - -------------- ----- --------- ---------- --------- ------ -------- ---------- -------- --------- ------ ---- ALBERTSONS INC Common 013104104 3,046 100,000 SHARES SOLE 100,000 FED AGRICULTURAL MTG CORP Common 313148306 3,228 120,900 SHARES SOLE 120,900 ALLERGAN INC Common 018490102 6,675 100,000 SHARES SOLE 100,000 KONINKLIJKE AHOLD NV Common 5252602 1,056 50,000 SHARES SOLE 50,000 ALLIED CAPITAL CORPORATION Common 01903Q108 3,398 150,000 SHARES SOLE 150,000 ALLOY INC Common 019855105 6,680 462,600 SHARES SOLE 462,600 ABERCROMBIE & FITCH CO Common 002896207 54,873 2,275,000 SHARES SOLE 2,275,000 AMERICAN EXPRESS CO Common 025816109 19,976 550,000 SHARES SOLE 550,000 BARD C R INC Common 067383109 5,658 100,000 SHARES SOLE 100,000 BALLY TOTAL FITNESS HLDG CP Common 05873K108 9,355 500,000 SHARES SOLE 500,000 BIG LOTS INC OHIO Common 089302103 8,364 425,000 SHARES SOLE 425,000 BROADWING INC Common 111620100 6,500 2,500,000 SHARES SOLE 2,500,000 CHRISTOPHER & BANKS CORP Common 171046109 4,230 100,000 SHARES SOLE 100,000 COMVERSE TECH INC Common 205862402 23,155 2,500,500 SHARES SOLE 2,500,500 COOPER COS INC Common 216648402 9,420 200,000 SHARES SOLE 200,000 COST PLUS INC Common 221485105 1,523 50,000 SHARES SOLE 50,000 AMDOCS LIMITED Common G02602103 15,855 2,100,000 SHARES SOLE 2,100,000 ENERGIZER HLDGS INC Common 29266R108 18,923 690,100 SHARES SOLE 690,100 FIRST AMERICAN CORP (THE) Common 318522307 9,890 430,000 SHARES SOLE 430,000 FAIR ISAAC & CO Common 303250104 9,204 280,000 SHARES SOLE 280,000 FIDELITY NATL FINANCIAL INC Common 316326107 37,920 1,200,001 SHARES SOLE 1,200,001 GSI COMMERCE INC Common 36238G102 1,888 250,000 SHARES SOLE 250,000 H & R BLOCK INC Common 093671105 29,998 650,000 SHARES SOLE 650,000 HEIDRICK & STRUGGLES INTL Common 422819102 33,949 1,700,000 SHARES SOLE 1,700,000 IDEXX LABORATORIES CORP Common 45168D104 2,579 100,000 SHARES SOLE 100,000 INSIGNIA FINCL GROUP INC Common 45767A105 12,636 1,300,000 SHARES SOLE 1,300,000 INTERNATIONAL GAME TECH Common 459902102 28,350 500,000 SHARES SOLE 500,000 IMPATH INC Common 45255G101 3,590 200,000 SHARES SOLE 200,000 INSITUFORM TECHNOLOGIES INC Common 457667103 1,589 75,000 SHARES SOLE 75,000 IRON MOUNTAIN INC (PA) Common 462846106 24,294 787,499 SHARES SOLE 787,499 NORDSTROM INC Common 655664100 2,265 100,000 SHARES SOLE 100,000 KINDRED HEALTHCARE INC Common 494580103 4,447 100,000 SHARES SOLE 100,000 KINDER MORGAN INC Common 49455P101 7,604 200,000 SHARES SOLE 200,000 KROGER CO Common 501044101 26,865 1,350,000 SHARES SOLE 1,350,000 KELLWOOD CO Common 488044108 3,250 100,000 SHARES SOLE 100,000 LIBERTY MEDIA CORP Common 530718105 18,500 1,850,000 SHARES SOLE 1,850,000 LABRANCHE & CO INC Common 505447102 18,320 800,000 SHARES SOLE 800,000 LNR PROPERTY CORP Common 501940100 24,150 700,000 SHARES SOLE 700,000 MARRIOTT INTL INC Common 571903202 3,805 100,000 SHARES SOLE 100,000 MAXIMUS INC Common 577933104 3,170 100,000 SHARES SOLE 100,000 NAUTICA ENTERPRISES INC Common 639089101 9,743 750,000 SHARES SOLE 750,000 NORHTWESTERN CORP. Common 668074107 1,695 100,000 SHARES SOLE 100,000 NEW YORK COM BANCORP INC Common 649445103 8,591 317,000 SHARES SOLE 317,000 OMNICARE INC Common 681904108 35,451 1,350,000 SHARES SOLE 1,350,000 OXFORD HEALTH PLANS INC Common 691471106 32,522 700,000 SHARES SOLE 700,000 PALM INC Common 696642107 257 146,262 SHARES SOLE 146,262
Title Voting Authority Of Value Investment Other ----------------------- Name of Issuer Class Cusip (X $1,000) Shares SH/PRN Put/Call Discretion Managers Sole Shared None - -------------- ----- --------- ---------- --------- ------ -------- ---------- -------- --------- ------ ---- PROVIDENT FINANCIAL GROUP Common 743866105 1,451 50,000 SHARES SOLE 50,000 PFSWEB INC Common 717098107 138 275,811 SHARES SOLE 275,811 PHARMACIA CORP Common 71713U102 16,853 450,000 SHARES SOLE 450,000 SCP POOL CORPORATION Common 784028102 2,776 100,000 SHARES SOLE 100,000 ROSS STORES INC Common 778296103 20,375 500,000 SHARES SOLE 500,000 IMS HEALTH INC Common 449934108 8,975 500,000 SHARES SOLE 500,000 SHUFFLE MASTER INC Common 825549108 919 50,000 SHARES SOLE 50,000 SHERWIN WILLIAMS CO Common 824348106 2,993 100,000 SHARES SOLE 100,000 KERZNER INTERNATIONAL LTD Common P6065Y107 14,087 568,500 SHARES SOLE 568,500 SILICON VALLEY BANCSHARES Common 827064106 2,636 100,000 SHARES SOLE 100,000 STRATOS LIGHTWAVE INC Common 863100103 57 35,352 SHARES SOLE 35,352 SAFEWAY INC Common 786514208 17,806 610,000 SHARES SOLE 610,000 TJX COMPANIES INC NEW Common 872540109 1,961 100,000 SHARES SOLE 100,000 TRIBUNE CO Common 896047107 4,350 100,000 SHARES SOLE 100,000 TETRA TECH INC Common 88162G103 1,470 100,000 SHARES SOLE 100,000 UNITED RENTALS INC Common 911363109 2,180 100,000 SHARES SOLE 100,000 VAN DER MOOLEN HOLDING NV Common 7106194 24,393 1,150,000 SHARES SOLE 1,150,000 VENTAS INC Common 92276F100 29,644 2,325,000 SHARES SOLE 2,325,000 WILLIAM HILL PLC Common 3169889 24,416 6,050,000 SHARES SOLE 6,050,000 W P STEWART & CO LTD Common G84922106 24,882 975,000 SHARES SOLE 975,000 FOOT LOCKER INC Common 344849104 29,623 2,050,000 SHARES SOLE 2,050,000 AMAZON.COM INC Common 023135106 1,625 100,000 SHARES SOLE 100,000 HOTELS.COM Common 44147T108 3,167 75,000 SHARES SOLE 75,000 NIKE INC Common 654106103 2,683 50,000 SHARES SOLE 50,000 ------- 837,897 =======
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