UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2000.
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: DAVIS SELECTED ADVISERS, LP
Address: 2949 East Elvira Road, Suite 101
Tucson, Arizona 85706
13F File Number: 28-5114
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: Anthony Frazia
Title: Chief Conpliance Officer
Phone: (212) 891-5508
Signature, Place, and Date of Signing:
Anthony Frazia New York, New York August 14, 2000
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
Bramwell Capital Management
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE
ACT OF 1934
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Mangers: 1
Form 13F Information Table Entry Total: 296
Form 13F Information Table Value Total: $29,430,978,100
List of Other Included Managers:
No. 13F File Number Name
01 28-5934 Bramwell Capital Management
<PAGE>
<TABLE> <C> <C>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARE NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
NOMURA SECS LTD, JAPAN Foreign Stock 6643108 11006 45000 SH SOLE 45000 0 0
BANK OF TOKYO MITSUBISHI Foreign Stock 6070364 10866 90000 SH SOLE 90000 0 0
AGILENT TECHNOLOGIES INC COM Common Stock 00846U102 3549967 4867360 SH SOLE 4867360 0 0
ALCOA INC Common Stock 013817101 22524 30405 SH SOLE 30405 0 0
ABB LTD Common Stock 005661190 11969 10000 SH SOLE 10000 0 0
ASAHI BREWERIES LTD Foreign Stock 6054409 4784 40000 SH SOLE 40000 0 0
AGENCY CO. LTD JPY Foreign Stock 8447104 6354 21400 SH SOLE 21400 0 0
ADOBE SYSTEMS INC Common Stock 00724F101 17768 14300 SH DEFINE 01 14300 0 0
ADECCO SA Common Stock 005683097 8921 1050 SH DEFINE 01 1050 0 0
ADVENT SOFTWARE INC Foreign Stock 7974108 33038 51000 SH SOLE 51000 0 0
AFLAC INC Common Stock 001055102 26759 58250 SH SOLE 58250 0 0
SAGA SYSTEMS INC Common Stock 786610105 9017 72500 SH SOLE 72500 0 0
AMERADA HESS CO Common Stock 023551104 9695 15700 SH SOLE 15700 0 0
AMERICAN HOME PRODUCTS Common Stock 026609107 11694625 19957591 SH SOLE 19957591 0 0
AMERICAN INTL GROUP INC COM Common Stock 026874107 7650183 6558211 SH SOLE 6558211 0 0
APARTMENT INVT & MGMT Common Stock 03748R101 232065 536567 SH SOLE 536567 0 0
APARTMENT INVT & MGMT CO A Common Stock 03748R102 2337 5060 SH SOLE 5060 0 0
APPLIED MATERIALS INC Common Stock 038222105 1255868 1385865 SH SOLE 1385865 0 0
AMB Property Corp Common Stock 00163T109 55913 245100 SH SOLE 245100 0 0
AMB PROPERTY CORPORATION Common Stock 00163T110 586 2485 SH SOLE 2485 0 0
AMR Corp Common Stock 001765106 4824 17000 SH SOLE 17000 0 0
ARIBA INC Common Stock 04033V104 8978 9500 SH SOLE 9500 0 0
ALEXANDRIA REAL ESTATE EQ INC Common Stock 015271109 236229 688430 SH DEFINE 01 688430 0 0
ON ASSIGNMENT INC. Common Stock 682159108 37137 118600 SH SOLE 118600 0 0
ASM LITHOGRAPHY Common Stock N07059111 19415 44000 SH DEFINE 01 44000 0 0
ARCHSTONE COMM TRUST Common Stock 039581103 196654 932615 SH SOLE 932615 0 0
AVALONBAY COMM INC Common Stock 053484101 268664 642998 SH SOLE 642998 0 0
AT&T Wireless Group Common Stock 001957406 843860 3027300 SH SOLE 3027300 0 0
AMERICAN EXPRESS CO COM Common Stock 025816109 17582251 33631932 SH SOLE 33631932 0 0
ALZA CORP Common Stock 022615108 23650 40000 SH SOLE 40000 0 0
BOEING CO Common Stock 097023105 6322 16674 SH SOLE 16674 0 0
BANK OF AMERICA CORP Common Stock 060505104 11857 27574 SH SOLE 27574 0 0
BROOKS BROTHERS BESPOKE SUITS Common Stock FP1736371 5674 22250 SH SOLE 22250 0 0
BANCO BILBL VIZCAYA Common Stock 005501906 7471 50000 SH SOLE 50000 0 0
BELL ATLANTIC CRP Common Stock 077853109 10500 20664 SH SOLE 20664 0 0
BANK OF NEW YORK INC Common Stock 064057102 384586 827067 SH SOLE 827067 0 0
BLACKROCK, INC. Common Stock 09247X101 17357 53200 SH SOLE 53200 0 0
BMC SOFTWARE INC. Common Stock 55921100 3194835 8887858 SH DEFINE 01 8887858 0 0
BRISTOL MYERS SQUIBB Common Stock 110122108 7193073 12400079 SH SOLE 12400079 0 0
BURLINGTON NORTHERN SANTA FE Common Stock 12189T104 5280 22001 SH SOLE 22001 0 0
BP AMOCO PLC Common Stock 055622104 35621 62976 SH SOLE 62976 0 0
BP AMOCO PLC Common Stock 000798059 6715 70000 SH SOLE 70000 0 0
BURLINGTON RESOURCES Foreign Stock 122014103 2295 6000 SH SOLE 6000 0 0
BERKSHIRE HATHAWAY CL A Common Stock 084670108 7269456 13512 SH SOLE 13512 0 0
BERKSHIRE HATH/HLD B Common Stock 084670207 358323 24045 SH SOLE 24045 0 0
BOARDWALK EQUITIES INC Common Stock 096613104 205144 2173840 SH SOLE 2173840 0 0
BOSTON PROPERTIES INC Foreign Stock 101121101 245088 634610 SH SOLE 634610 0 0
CITIGROUP INC Common Stock 172967101 12984357 21441016 SH SOLE 21441016 0 0
COMPUTER ASSOCIATE INTL INC Common Stock 204912109 17070 27700 SH SOLE 27700 0 0
CARREFOUR SA Common Stock 005641567 9037 13220 SH SOLE 13220 0 0
CARDINAL HEALTH INC Foreign Stock 14149Y108 32801 46650 SH SOLE 46650 0 0
CANON INC Common Stock 006172323 14929 30000 SH DEFINE 01 30000 0 0
CATERPILLAR INC Foreign Stock 149123101 7171 17000 SH SOLE 17000 0 0
CHUBB INC Common Stock 171232101 1446726 2352400 SH SOLE 2352400 0 0
CUTTER & BUCK INC. Common Stock 232217109 5305 65800 SH SOLE 65800 0 0
CARNIVAL CORP Common Stock 143658102 3480 7885 SH DEFINE 01 7885 0 0
COUNTRYWIDE CR INDS INC. Common Stock 222372104 6575 20000 SH SOLE 20000 0 0
CATELLUS DEVELOPMENT CORP Common Stock 149111106 112525 749100 SH SOLE 749100 0 0
ALCATEL ALSTHOM Foreign Stock 5975006 16397 25000 SH SOLE 25000 0 0
CAP GEMINI Foreign Stock 4163437 3171 1800 SH SOLE 1800 0 0
JULIUS BAER HLDG Foreign Stock 4116958 10478 265 SH SOLE 265 0 0
CHEUNG KONG HOLDINGS LTD Foreign Stock 6190273 8140 74000 SH SOLE 74000 0 0
CHEVRON CORP Foreign Stock 166751107 61074 72 SH SOLE 72 0 0
CINCINNATI FINANCIAL CORP Common Stock 172062101 226570 720700 SH SOLE 720700 0 0
CINAR FILMS INC Common Stock 171905300 1453 58100 SH SOLE 58100 0 0
CHECKFREE HOLDING CORP Common Stock 162816102 36159 70000 SH DEFINE 01 70000 0 0
CHASE MANHATTAN CORP NEW Common Stock 16161A109 18657 20948 SH SOLE 20948 0 0
CANADIAN NATIONAL RAILWAY COMP Common Stock 136375102 10369 35600 SH SOLE 35600 0 0
CANADIAM NATIONAL RAILWAY CO P Common Stock 136375409 14011 30500 SH SOLE 30500 0 0
CENTERPOINT PPTYS TRUST Preferred Stock 151895109 1003642 2462675 SH SOLE 2462675 0 0
CENTERPOINT PPTYS PRIVATE PLAC Common Stock 151895PP8 147006 370000 SH SOLE 370000 0 0
CAPITAL ONE Common Stock 14040H105 418984 938900 SH SOLE 938900 0 0
COSTCO WHOLSALE CORP Common Stock 22160K106 7922484 24021208 SH SOLE 24021208 0 0
CANADIAN PACIFIC LTD NEW Common Stock 135923100 6940 32000 SH SOLE 32000 0 0
C P & L ENERGY INC Common Stock 12614C106 3641 11400 SH SOLE 11400 0 0
CAMDEN PROPERTY TRUST Common Stock 133131102 6237 20833 SH SOLE 20833 0 0
COMPUWARE CORP Common Stock 205638109 3960 32000 SH SOLE 32000 0 0
CARRAMERICA REALTY Common Stock 144418100 48370 182330 SH SOLE 182330 0 0
COMPUTER SCIENCE CO. Common Stock 205363104 60050 83186 SH SOLE 83186 0 0
CHEAP TICKETS INC. Common Stock 162672109 3883 35500 SH DEFINE 01 35500 0 0
CVS CORPORATION Common Stock 126650100 9951 26100 SH DEFINE 01 26100 0 0
DUPONT DE NEMOUR&CO Common Stock 263534109 15747 23146 SH SOLE 23146 0 0
DOW JONES & CO INC. Common Stock 260561105 825747 1127300 SH SOLE 1127300 0 0
DONALDSON LUFKIN JENRETTE Common Stock 257661108 2140590 5044100 SH SOLE 5044100 0 0
DIAMOND OFFSHORE Common Stock 25271C102 19059 53500 SH SOLE 53500 0 0
DOVER CORP Common Stock 260003108 2569694 6304098 SH DEFINE 01 6304098 0 0
DOW CHEMICAL CO Common Stock 260543103 6399 21200 SH SOLE 21200 0 0
DUKE WEEKS REALTY CORP Common Stock 264411505 158702 708795 SH SOLE 708795 0 0
DIREKT ANLAGE BANK AG Foreign Stock 5811928 5385 15000 SH SOLE 15000 0 0
DALLAS SEMICONDUCTOR Foreign Stock 235204104 23635 58000 SH SOLE 58000 0 0
DST SYSTEMS INC Common Stock 233326107 29426 38000 SH SOLE 38000 0 0
DUKE ENERGY CORP Common Stock 264399106 7949 14100 SH DEFINE 01 14100 0 0
DEVON ENERGY CORP Common Stock 25179M103 1890746 3365066 SH SOLE 3365066 0 0
ELECTRONIC DATA SYS CORP NEW Common Stock 285661104 2462 6000 SH SOLE 6000 0 0
EDISON INTERNATIONAL Common Stock 281020107 2706 13200 SH SOLE 13200 0 0
EMI GROUP Common Stock 000044473 7941 84000 SH SOLE 84000 0 0
EMERSON ELECTRIC CO Foreign Stock 291011104 5642 9689 SH SOLE 9689 0 0
EQUITY OFFICE PPTYS TR SBI Common Stock 294741103 186746 599959 SH SOLE 599959 0 0
EL PASO ENERGY CORP Preferred Stock 283905107 9905 19446 SH SOLE 19446 0 0
Equity Residential Common Stock 29476L107 435620 947000 SH SOLE 947000 0 0
EQUITY RESIDENTAL PROP TR Common Stock 29476L108 59625 228545 SH SOLE 228545 0 0
ETHAN ALLEN INTERIORS INC Preferred Stock 297602104 13839 53100 SH SOLE 53100 0 0
FLEETBOSTON FINL CP Common Stock 339030108 11170 30258 SH SOLE 30258 0 0
FIFTH THIRD BANCORP Common Stock 316773100 39468 62400 SH SOLE 62400 0 0
FLEXTRONICS INTERNATIONAL Common Stock Y2573F102 39768 59300 SH SOLE 59300 0 0
FEDERAL NATIONAL MORTGAGE Common Stock 313586109 22737 43567 SH DEFINE 01 43567 0 0
FORTUNE BRANDS Common Stock 349631101 8187 35500 SH SOLE 35500 0 0
FOCAL INC Common Stock 343909107 1065 35500 SH SOLE 35500 0 0
SPRINT CORP (FON GROUP) Common Stock 852061100 580635 1138500 SH DEFINE 01 1138500 0 0
TOTAL FINA SA Common Stock 004905413 9199 6000 SH SOLE 6000 0 0
FPIC INSURANCE GROUP Foreign Stock 302563101 63550 405100 SH SOLE 405100 0 0
FREDDIE MAC Common Stock 313400301 2649674 6542607 SH SOLE 6542607 0 0
FIRSTAR CORP NEW Common Stock 33763V109 12950 60900 SH SOLE 60900 0 0
FIRST UNION CORP Common Stock 337358105 8982 36200 SH DEFINE 01 36200 0 0
GILLETTE CO Common Stock 375766102 819983 2347000 SH SOLE 2347000 0 0
GENL AMER INV CO Common Stock 368802104 5647 14206 SH SOLE 14206 0 0
BRITISH BIOTECH Common Stock 000129905 6965 400049 SH SOLE 400049 0 0
COMPASS GROUP Foreign Stock 288011 10959 83200 SH SOLE 83200 0 0
COLT TELECOM GROUP Foreign Stock 424699 3995 12000 SH SOLE 12000 0 0
TELEWEST COMMS Foreign Stock 654452 3450 100000 SH SOLE 100000 0 0
GANNETT CO Foreign Stock 364730101 1639485 2747381 SH SOLE 2747381 0 0
GOLDEN WEST FINL CORP DEL COM Common Stock 381317106 6509281 15907778 SH SOLE 15907778 0 0
GENERAL ELECTRIC Common Stock 369604103 154135 290820 SH SOLE 290820 0 0
GENZYME CORP Common Stock 372917104 14883 25000 SH SOLE 25000 0 0
GENERAL GROWTH PROPERTIES Common Stock 370021107 938122 2954440 SH SOLE 2954440 0 0
GENERAL GROWTH PROPERTIES INC Common Stock 370021206 770972 3544700 SH SOLE 3544700 0 0
GALLAHER GROUP PLC-ADR Preferred Stock 363595109 7610 35500 SH SOLE 35500 0 0
GLAXO WELLCOME ORD Common Stock 000371784 7102 24359 SH SOLE 24359 0 0
GAP INC Foreign Stock 364760108 2293 6271 SH SOLE 6271 0 0
GRACELAND UNLIMITED Common Stock FP5896321 12915 86098 SH SOLE 86098 0 0
GLOBALSTAR TELECOM Common Stock G3930H104 356944 4021900 SH SOLE 4021900 0 0
GLOBALSTAR PREFERRED Common Stock 379364805 8487 36900 SH SOLE 36900 0 0
GRAINGER (WW) INC Preferred Stock 384802104 3659 11900 SH SOLE 11900 0 0
ARNOLD'S FITNESS GYMS Common Stock FP3474581 5930 11085 SH DEFINE 01 11085 0 0
HOME DEPOT INC Common Stock 437076102 27429 55258 SH SOLE 55258 0 0
HUMAN GEONOME SCIENCES, INC Common Stock 444903108 8142 5900 SH DEFINE 01 5900 0 0
HOUSEHOLD INTL INC COM Common Stock 441815107 11644006 27951383 SH DEFINE 01 27951383 0 0
HOME PROPERTIES OF NY INC Common Stock 437306103 226139 753565 SH SOLE 753565 0 0
HORACE MANN EDUCATORS Common Stock 440327104 142080 947200 SH SOLE 947200 0 0
HOST MARRIOTT FINANCIAL TRUST Common Stock 441079209 9207 27900 SH SOLE 27900 0 0
HEIDRICK & STRUGGLES INC. Preferred Stock 422819102 12347 20200 SH SOLE 20200 0 0
HEWLETT PACKARD Common Stock 428236103 15182259 12179664 SH DEFINE 01 12179664 0 0
INTL BUSINESS MACHINES CORP Common Stock 459200101 10139750 9243858 SH SOLE 9243858 0 0
IMAX CORP. Common Stock 45245E109 18711 82700 SH SOLE 82700 0 0
INTEL CORP Common Stock 458140100 6508447 4925993 SH DEFINE 01 4925993 0 0
ING GROEP NV Common Stock 505887729 8245 12198 SH SOLE 12198 0 0
INTERNATIONAL PAPER CO Foreign Stock 460146103 12711 42611 SH SOLE 42611 0 0
INTERSHOP COMMUNICATIONS Common Stock 005499551 7451 1650 SH SOLE 1650 0 0
MONDADORI EDITORE Foreign Stock 404904369 5225 22900 SH SOLE 22900 0 0
ILLINOIS TOOL WORKS INC Foreign Stock 452308109 10348 18500 SH SOLE 18500 0 0
JABIL CIRCUIT INC. Common Stock 466313103 32930 71200 SH DEFINE 01 71200 0 0
HANCOCK JOHN FINL SVCS INC Common Stock 41014S106 6173 35400 SH DEFINE 01 35400 0 0
JONES LANG LASALLE Common Stock 48020Q107 8385 59100 SH SOLE 59100 0 0
JOHNSON & JOHNSON Common Stock 478160104 51141 50200 SH DEFINE 01 50200 0 0
SHARP CORP Common Stock 006800602 7245 41000 SH SOLE 41000 0 0
J.P. MORGAN & CO Foreign Stock 616880100 32166 29209 SH SOLE 29209 0 0
KIMCO REALTY CORP MD Common Stock 49446R110 73666 179625 SH SOLE 179625 0 0
KLA-TENCOR CORP Common Stock 482480100 27373 47502 SH SOLE 47502 0 0
KMART FING I Common Stock 498778208 32429 89000 SH DEFINE 01 89000 0 0
KERR-MCGEE CORP Preferred Stock 492386305 130779 264200 SH SOLE 264200 0 0
COCA COLA CO Preferred Stock 191216100 56317 98050 SH SOLE 98050 0 0
KROGER CORP Common Stock 501044101 37245 78000 SH SOLE 78000 0 0
MBNA CORPORATION Common Stock 55262L100 138419 510300 SH SOLE 510300 0 0
KILROY REALTY CORPORATION Common Stock 49427F109 55336 213338 SH SOLE 213338 0 0
KOHLS CORP. Common Stock 500255104 41925 78000 SH SOLE 78000 0 0
KANSAS CITY SOUTHERN INDUSTRIE Common Stock 485170104 983810 1109300 SH DEFINE 01 1109300 0 0
LEGGETT & PLATT Common Stock 524660107 14722 86600 SH SOLE 86600 0 0
CLELVIS LINT OPERATIONS Common Stock FP1478963 7433 49553 SH DEFINE 01 49553 0 0
LLOYDS TBS GROUP Common Stock 008706128 1123392 11898144 SH SOLE 11898144 0 0
LINEAR TECHNOLOGY CORP Foreign Stock 535678106 33523 57000 SH SOLE 57000 0 0
LILLY ELI & CO Common Stock 532457108 2179173 2181900 SH DEFINE 01 2181900 0 0
LEGG MASON Common Stock 524901105 122850 245700 SH SOLE 245700 0 0
LORAL SPACE & COMMUNICATION PR Preferred Stock 543885602 11125 50000 SH SOLE 50000 0 0
LORAL SPACE & COMMUNICATIONSCO Common Stock G56462107 561985 8100700 SH SOLE 8100700 0 0
LIBERTY PROPERTY TRUST SBI Common Stock 531172104 71207 274340 SH SOLE 274340 0 0
LUCENT TECHNOLOGIES Common Stock 549463107 6615706 11222186 SH SOLE 11222186 0 0
LEXMARK INTL GROUP INC Common Stock 529771107 6354953 9517092 SH DEFINE 01 9517092 0 0
MARRIOTT INTL INC NEW Common Stock 571903202 2469066 6822629 SH SOLE 6822629 0 0
MASCO CORP Common Stock 574599106 6572868 36289624 SH SOLE 36289624 0 0
MC DONALDS CORP Common Stock 580135101 8125651 24707376 SH SOLE 24707376 0 0
MARKEL CORP Common Stock 570535104 19403 13700 SH SOLE 13700 0 0
MARTIN MARIETTA Common Stock 573284106 2563778 6340100 SH SOLE 6340100 0 0
MINNESOTA MNG & MFG CO Common Stock 604059105 11308 12911 SH SOLE 12911 0 0
PHILIP MORRIS CO INC Common Stock 718154107 3505912 13212409 SH SOLE 13212409 0 0
MOLEX INC Common Stock 608554101 2106617 4371708 SH SOLE 4371708 0 0
MOLEX INC CLASS A Common Stock 608554200 35725 103928 SH SOLE 103928 0 0
MATRIXONE INC Common Stock 57685P304 2033 5000 SH DEFINE 01 5000 0 0
MOTOROLA INC Common Stock 620076109 5462770 18676621 SH SOLE 18676621 0 0
MERCK & CO Common Stock 589331107 1006380 1313645 SH SOLE 1313645 0 0
MID-ATLANTIC REALTY Common Stock 595232109 3375 33333 SH SOLE 33333 0 0
VAIL RESORTS INC Common Stock 91879Q109 21967 134661 SH SOLE 134661 0 0
MINERALS TECHNOLOGY Common Stock 603158106 16154 35700 SH SOLE 35700 0 0
MICRON TECHNOLOGH Common Stock 595112103 52838 60000 SH DEFINE 01 60000 0 0
MORGAN STANLEY DEAN WITTER COM Common Stock 617446448 8402608 10059469 SH SOLE 10059469 0 0
MAYTAG CORP Common Stock 578592107 13128 35600 SH SOLE 35600 0 0
NABORS INDUSTRIES INC Common Stock 629568106 24675 132900 SH SOLE 132900 0 0
NCR CORP NEW Common Stock 62886E108 33097 85000 SH DEFINE 01 85000 0 0
HEINEKEN NV Common Stock 005455821 9129 15000 SH SOLE 15000 0 0
NOKIA QYJ Foreign Stock 5902941 5103 10000 SH SOLE 10000 0 0
NOVELL INC Foreign Stock 670006105 722539 7811175 SH SOLE 7811175 0 0
NORTHERN TRUST CORP Common Stock 665859104 19268 29700 SH SOLE 29700 0 0
NOVELLUS SYSTEM Common Stock 670008101 35654 63000 SH DEFINE 01 63000 0 0
OM GROUP INC. Common Stock 670872100 25718 59550 SH SOLE 59550 0 0
PALM INC. Common Stock 696642107 1702 50100 SH DEFINE 01 50100 0 0
PAYCHEX INC. Common Stock 704326107 36085 92293 SH DEFINE 01 92293 0 0
PFIZER INC Common Stock 717081103 142552 296983 SH DEFINE 01 296983 0 0
PROGRESSIVE CORP OHIO Common Stock 743315103 3289111 4458127 SH SOLE 4458127 0 0
PHARMACIA CORP Common Stock 71713U103 836875 1619105 SH SOLE 1619105 0 0
KONINKLIJKE PHILIPS ELECTRONIC Common Stock 500472204 1442845 3037568 SH SOLE 3037568 0 0
KONINKLIJKE PHILIPS ELECTRONIC Common Stock 005945872 13960 29600 SH SOLE 29600 0 0
SIX FLAGS INC Foreign Stock 83001P109 323895 973105 SH SOLE 973105 0 0
PARKWAY PROPERTIES INC Common Stock 70159Q105 43963 144025 SH SOLE 144025 0 0
POLO TAILORED SHIRTS Common Stock FP0612966 2076 5500 SH SOLE 5500 0 0
PUBLIC STORAGE INC Common Stock 74460D109 255438 1089167 SH SOLE 1089167 0 0
PROVIDIAN FINANCIAL CORP Common Stock 74406A102 5187142 5743053 SH SOLE 5743053 0 0
RECKSON ASSOCIATES REALTY CORP Common Stock 75621K205 51175 230000 SH SOLE 230000 0 0
EVEREST RE GROUP LTD Preferred Stock G3223R108 140837 428400 SH SOLE 428400 0 0
REGENERON PHARMACEUTICALS Common Stock 75886F107 3563 11900 SH SOLE 11900 0 0
ROBERT HALF INT. Common Stock 770323103 21167 71300 SH DEFINE 01 71300 0 0
TRANSOCEAN SEDCO FORES INC Common Stock G90078109 26210 49048 SH DEFINE 01 49048 0 0
ROCKWELL INTL CORP NEW Common Stock 773903109 3382 8645 SH DEFINE 01 8645 0 0
R'S TAR AND BEEF INC. Common Stock FP8491623 4128 22933 SH SOLE 22933 0 0
IMS HEALTH INC. Common Stock 449934108 20016 111200 SH SOLE 111200 0 0
SABA SOFTWARE, INC. Common Stock 784932105 7497 35700 SH SOLE 35700 0 0
SAP AG ADR SPONS PREF Common Stock 803054204 151228 322180 SH DEFINE 01 322180 0 0
SYSTEME ANWESDUNGEN PRODUKTE F Common Stock 004846868 523722 283500 SH SOLE 283500 0 0
SBC COMMUNICATIONS Foreign Stock 78387G103 10254 23708 SH SOLE 23708 0 0
SMITHKLINE BEECHAM PLC ADR Common Stock 832378301 3462040 5319145 SH SOLE 5319145 0 0
SCHWAB CHARLES CORP NEW Common Stock 808513105 159172 473375 SH DEFINE 01 473375 0 0
SYCAMORE NETWORKS INC Common Stock 871206108 6624 6000 SH SOLE 6000 0 0
SANTA CRUZ OPERATIONS INC Common Stock 801833104 9563 150000 SH SOLE 150000 0 0
INVESTOR AB Common Stock 005679591 9563 70000 SH SOLE 70000 0 0
SEALED AIR CORP NEW Common Stock 81211K100 4471167 8514009 SH DEFINE 01 8514009 0 0
SEALED AIR CORP A Common Stock 81211K209 173593 342900 SH SOLE 342900 0 0
SELECTS AG Preferred Stock 5236253 4653 1500 SH SOLE 1500 0 0
SEPRACOR INC. Foreign Stock 817315104 20826 17800 SH SOLE 17800 0 0
SCHLUMBERGER LTD Common Stock 806857108 1184547 1587332 SH DEFINE 01 1587332 0 0
SUN LIFE FINANCIAL SERVICES Common Stock 866796105 572400 3392000 SH SOLE 3392000 0 0
S.L. GREEN REALTY CORP A Common Stock 78440X200 184428 651400 SH SOLE 651400 0 0
SOLECTRON CORP Common Stock 834182107 5312 12800 SH SOLE 12800 0 0
SUMMIT PROP INC Common Stock 866239106 61606 293120 SH SOLE 293120 0 0
SONY CORP ADR NEW Common Stock 006821506 10202 10933 SH SOLE 10933 0 0
SOUTHERN CO Foreign Stock 842587107 4523 19400 SH SOLE 19400 0 0
SAN PAOLO IMI SPA TORINA Common Stock 005556575 5324 30000 SH SOLE 30000 0 0
SPIEKER PROPERTIES INC. Foreign Stock 848497103 174762 379552 SH SOLE 379552 0 0
STAPLES INC. Common Stock 855030102 8052 24400 SH SOLE 24400 0 0
STATE STREET BOSTON CORP Common Stock 857477103 1107080 1043800 SH SOLE 1043800 0 0
ST Assembly Test Service-ADR Common Stock 85227G102 9013 35000 SH SOLE 35000 0 0
SYBRON INTERNATIONAL CORP Common Stock 87114F106 21199 107000 SH SOLE 107000 0 0
SYMANTEC CORP Common Stock 871503108 24286 45000 SH SOLE 45000 0 0
AT&T CORPORATION Common Stock 001957109 3591805 11355380 SH SOLE 11355380 0 0
TOKYO BROADCASTING SYSTEM Common Stock 6894166 10791 25000 SH SOLE 25000 0 0
TELEFONICA DE ESPANA SA ADR Foreign Stock 879382208 6074 28087 SH SOLE 28087 0 0
TERADYNE INC. Foreign Stock 880770102 44550 59400 SH SOLE 59400 0 0
TENET HEALTHCARE CORP Common Stock 88033G100 4556 15000 SH DEFINE 01 15000 0 0
TIFFANY & CO NEW Common Stock 886547108 59104 89043 SH DEFINE 01 89043 0 0
TELLABS INC Common Stock 879664100 8449783 12374316 SH SOLE 12374316 0 0
TOSCO FINANCING TRUST 144A Preferred Stock 891491201 11030 22800 SH SOLE 22800 0 0
TOSCO FINANCING TRUST A Preferred Stock 891491409 28832 59600 SH SOLE 59600 0 0
TRIBUNE CO COM Common Stock 896047107 1101724 3156805 SH SOLE 3156805 0 0
LENDINGTREE INC. Common Stock 52602Q105 2878 39700 SH DEFINE 01 39700 0 0
TRANSATLANTIC HLDGS Common Stock 893521104 5159592 6161807 SH SOLE 6161807 0 0
SABRE HOLDINGS CORP Common Stock 785905100 4051 15507 SH SOLE 15507 0 0
TAIWAN SEMICONDUCTOR Preferred Stock 874039100 7874 20320 SH SOLE 20320 0 0
DECS TRUST V Common Stock 24366F203 63986 228350 SH SOLE 228350 0 0
TD WATERHOUSE GROUP INC Common Stock 872362108 6767 35500 SH DEFINE 01 35500 0 0
TEXACO INC Common Stock 881694103 3815 7000 SH SOLE 7000 0 0
TEXAS INSTRS INC COM Common Stock 882508104 8785429 12839427 SH SOLE 12839427 0 0
TEXTRON INC Common Stock 883203101 3506 6000 SH SOLE 6000 0 0
TYCO INTL LTD NEW COM Common Stock 902124106 11378989 23936382 SH SOLE 23936382 0 0
UNOCAL CORP Common Stock 915289102 4263 12700 SH SOLE 12700 0 0
MEDIAONE GROUP INC Common Stock 58440J104 367451 565431 SH SOLE 565431 0 0
UNIVERSITY OF NORTH CAROLINA Common Stock FP1111111 285740 189 SH SOLE 189 0 0
UNUMPROVIDENT CORP Common Stock 91529Y106 711986 3548842 SH SOLE 3548842 0 0
UNION PACIFIC CAPITAL T 144 Common Stock 907824205 27300 70000 SH SOLE 70000 0 0
US BANCORP NEW Common Stock 902973106 699834 3635500 SH SOLE 3635500 0 0
UTSTARCOM, INC Common Stock 918076100 6891 29800 SH DEFINE 01 29800 0 0
UNIVISION COMMUNICATIONS INC. Common Stock 914906102 24469 23800 SH DEFINE 01 23800 0 0
VULCAN MATERIALS CO Common Stock 929160109 3052858 7150639 SH SOLE 7150639 0 0
VORNADO REALTY TRUST Common Stock 929042109 309665 890540 SH SOLE 890540 0 0
VORNADO REALTY TRUST A Common Stock 929042208 77771 150100 SH SOLE 150100 0 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 55832 53000 SH SOLE 53000 0 0
WORLDCOM INC Common Stock 98157D106 702714 1531802 SH SOLE 1531802 0 0
WISCONSIN ENERGY Common Stock 976657106 2021 10200 SH SOLE 10200 0 0
WELLS FARGO & CO NEW Common Stock 949746101 9930493 25558598 SH SOLE 25558598 0 0
WASHINGTON POST CO CL B Common Stock 939640108 8126 1700 SH SOLE 1700 0 0
WASTEN MANAGEMENT CORP Common Stock 94106L109 6426 33822 SH SOLE 33822 0 0
WPP GROUP PLC ARD Foreign Stock 929309300 31229 43000 SH SOLE 43000 0 0
WPP GROUP ORD Common Stock 974042 153520 1600000 SH SOLE 1600000 0 0
XL CAPITAL Common Stock G98255105 2250 5000 SH SOLE 5000 0 0
EXXON MOBIL CORP Common Stock 30231G102 173567 221104 SH SOLE 221104 0 0
YANKEE CANDLE INC Common Stock 984757104 13983 59500 SH DEFINE 01 59500 0 0
SEAGRAM COMPANY, LTD. Common Stock 811850106 143 15000 SH SOLE 15000 0 0
LOGICVISION INC PFD CL I Preferred Stock 28635 235294 SH SOLE 235294 0 0
SOCIETE EUROPEENNEDES SATELLIT Foreign Stock 5493434 4201 2500 SH SOLE 2500 0 0
SUN HUNG KAI PROPERTIES Foreign Stock 6859927 8980 125000 SH SOLE 125000 0 0
</TABLE>
