FORM 13F
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F-HR/A
Form 13F-HR/A COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 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: M.J. Whitman Advisers, Inc.
Address: 767 Third Avenue
New York, NY 10017
Form 13F File Number: 801-27792
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: Martin J. Whitman
Title: Chairman
Phone: 212-888-6865
Signature, Place, and Date of Signing:
Martin J. Whitman New York, New York May 15, 2000
Report Type (Check one only):
[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).)
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 91
Form 13F Information Table Value Total: $272,346
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file nember(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
NONE
<PAGE>
FORM 13F INFORMATION TABLE
PAGE 1
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<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
- ------------------ -------------- -------- -------- ------------------- ---------- -------- --------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
- ------------------ -------------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C><C>
3 COM CORP COM 885535104 347 6,240 SH SOLE 5,840 0 400
- ---------------------------------------------------------------------------------------------------------------------------------
A G EDWARDS INC COM 281760108 24 600 SH SOLE 0 600
- ---------------------------------------------------------------------------------------------------------------------------------
ADE CORP MASS COM COM 00089C107 4214 191,550 SH SOLE 139,450 0 52,100
- ---------------------------------------------------------------------------------------------------------------------------------
AEGIS RLTY INC COM COM 00760P104 206 24,100 SH SOLE 16,900 0 7,200
- ---------------------------------------------------------------------------------------------------------------------------------
ALAMO GROUP INC COM COM 011311107 1903 163,700 SH SOLE 112,700 0 51,000
- ---------------------------------------------------------------------------------------------------------------------------------
ALEXANDER & BALDWIN I COM 014482103 2398 116,275 SH SOLE 80,950 0 35,325
- ---------------------------------------------------------------------------------------------------------------------------------
ALZA CORP COM COM 022615108 285 7,590 SH SOLE 7,590 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
AMER INTL GROUP COM 026874107 18 160 SH SOLE 0 160
- ---------------------------------------------------------------------------------------------------------------------------------
AMRESCO CAP TR COM-SH COM 031919103 120 11,800 SH SOLE 11,800 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
ANALOGIC CORP COM 032657207 4056 110,000 SH SOLE 67,600 0 42,400
- ---------------------------------------------------------------------------------------------------------------------------------
ANTHRACITE CAP INC CO COM 037023108 219 30,800 SH SOLE 17,600 0 13,200
- ---------------------------------------------------------------------------------------------------------------------------------
APPLIED MATLS INC COM 038222105 2177 23,100 SH SOLE 13,800 0 9,300
- ---------------------------------------------------------------------------------------------------------------------------------
ASSOCIATES FIRST CAP COM 046008108 692 32,370 SH SOLE 11,692 0 20,678
- ---------------------------------------------------------------------------------------------------------------------------------
ASTORIA FINANCIAL CORP COM 046265104 585 20,600 SH SOLE 0 20,600
- ---------------------------------------------------------------------------------------------------------------------------------
AVATAR HLDGS INC COM COM 053494100 1176 58,800 SH SOLE 39,000 0 19,800
- ---------------------------------------------------------------------------------------------------------------------------------
AVX CORPORATION COM 002444107 296 3,900 SH SOLE 0 3,900
- ---------------------------------------------------------------------------------------------------------------------------------
BEL FUSE INC CL B COM 077347300 1098 52,300 SH SOLE 20,850 0 31,450
- ---------------------------------------------------------------------------------------------------------------------------------
BRISTOL MYERS SQUIBB COM 110122108 23 400 SH SOLE 0 400
- ---------------------------------------------------------------------------------------------------------------------------------
C P CLARE CORP COM 12615K107 702 82,550 SH SOLE 42,350 0 40,200
- ---------------------------------------------------------------------------------------------------------------------------------
CABOT INDUSTRIAL TRUST(REIT) COM 127072106 80 4,300 SH SOLE 0 4,300
- ---------------------------------------------------------------------------------------------------------------------------------
CAPITAL SOUTHWEST COR COM 140501107 2302 42,043 SH SOLE 21,493 0 20,550
- ---------------------------------------------------------------------------------------------------------------------------------
CATELLUS DEV CORP COM COM 149111106 1206 86,900 SH SOLE 44,800 0 42,100
- ---------------------------------------------------------------------------------------------------------------------------------
CHRIS-CRAFT INDUSTRIES COM 170520100 31 490 SH SOLE 0 490
- ---------------------------------------------------------------------------------------------------------------------------------
CRAWFORD & COMPANY CLASS CLASS A 224633206 2 225 SH SOLE 0 225
- ---------------------------------------------------------------------------------------------------------------------------------
CUMMINS ENGINE INC COM 231021106 1283 34,160 SH SOLE 12,100 0 22,060
- ---------------------------------------------------------------------------------------------------------------------------------
D R HORTON INC COM COM 23331A109 231 17,700 SH SOLE 17,700 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
DATASCOPE CORP COM 238113104 6184 194,774 SH SOLE 87,924 0 106,850
- ---------------------------------------------------------------------------------------------------------------------------------
DELTIC TIMBER CORP COM 247850100 1643 69,350 SH SOLE 47,450 0 21,900
- ---------------------------------------------------------------------------------------------------------------------------------
ECOLAB INC COM 278865100 43 1,160 SH SOLE 0 1,160
- ---------------------------------------------------------------------------------------------------------------------------------
ELECTRO SCIENTIFIC IN COM 285229100 11008 189,800 SH SOLE 101,300 0 88,500
- ---------------------------------------------------------------------------------------------------------------------------------
ELECTROGLAS INC COM 285324109 10906 318,409 SH SOLE 184,749 0 133,660
- ---------------------------------------------------------------------------------------------------------------------------------
ENHANCE FINL SVCS GRO COM 293310108 8025 568,112 SH SOLE 283,362 0 284,750
- ---------------------------------------------------------------------------------------------------------------------------------
EVANS & SUTHERLAND CO COM 299096107 7135 634,200 SH SOLE 363,350 0 270,850
- ---------------------------------------------------------------------------------------------------------------------------------
FDX CORPORATION HOLDING COM 31304N107 31 800 SH SOLE 0 800
- ---------------------------------------------------------------------------------------------------------------------------------
FINL SEC ASSURN HLDGS COM 31769P100 22112 301,094 SH SOLE 166,693 0 134,401
- ---------------------------------------------------------------------------------------------------------------------------------
FIRST AMERN FINL CORP COM 318522307 15541 1,115,015 SH SOLE 653,900 0 461,115
- ---------------------------------------------------------------------------------------------------------------------------------
FORD MOTOR COM 345370100 2688 58,516 SH SOLE 19,628 0 38,888
- ---------------------------------------------------------------------------------------------------------------------------------
FOREST CITY ENTERPRIS A COM 345550107 10978 373,727 SH SOLE 196,438 0 177,289
- ---------------------------------------------------------------------------------------------------------------------------------
FOREST CITY ENTERPRIS B COM 345550305 568 16,700 SH SOLE 16,700 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
FSI INTL INC COM 302633102 7786 379,800 SH SOLE 172,100 0 207,700
- ---------------------------------------------------------------------------------------------------------------------------------
GOLDEN STATE BANCORP INC WT EXP O O381197136 2 1,170 SH SOLE 0 1,170
- ---------------------------------------------------------------------------------------------------------------------------------
GOLDEN STATE BANKCORP INC COM 381197102 17 1,170 SH SOLE 0 1,170
- ---------------------------------------------------------------------------------------------------------------------------------
H & Q LIFE SCI CEF SH BEN I404053100 23 777 SH SOLE 0 777
- ---------------------------------------------------------------------------------------------------------------------------------
HOMEFED CORP COM NEW COM 43739D208 39 60,640 SH SOLE 35,359 0 25,281
- ---------------------------------------------------------------------------------------------------------------------------------
IMPERIAL CR COML MTG COM 45272T102 2577 222,600 SH SOLE 198,600 0 24,000
- ---------------------------------------------------------------------------------------------------------------------------------
INTEL CORPORATION COM 458140100 85 648 SH SOLE 0 648
- ---------------------------------------------------------------------------------------------------------------------------------
INVESTMENT TECHNOLOGY COM 46145F105 959 27,200 SH SOLE 17,100 0 10,100
- ---------------------------------------------------------------------------------------------------------------------------------
J & J SNACK FOODS COR COM 466032109 602 30,300 SH SOLE 8,750 0 21,550
- ---------------------------------------------------------------------------------------------------------------------------------
JEFFERIES GROUP INC N COM 472319102 657 28,700 SH SOLE 19,200 0 9,500
- ---------------------------------------------------------------------------------------------------------------------------------
JOHN NUVEEN CO CL A COM 478035108 675 17,650 SH SOLE 5,300 0 12,350
- ---------------------------------------------------------------------------------------------------------------------------------
KENDLE INTL INC COM COM 48880L107 680 62,550 SH SOLE 59,350 0 3,200
- ---------------------------------------------------------------------------------------------------------------------------------
KLA-TENCOR CORP COM 482480100 1474 17,500 SH SOLE 10,600 0 6,900
- ---------------------------------------------------------------------------------------------------------------------------------
KOGER EQUITY INC COM COM 500228101 731 42,400 SH SOLE 27,200 0 15,200
- ---------------------------------------------------------------------------------------------------------------------------------
LASALLE RE HLDGS LTD COM G5383Q101 6660 480,000 SH SOLE 292,300 0 187,700
- ---------------------------------------------------------------------------------------------------------------------------------
LEGG MASON INC COM 524901105 7328 169,441 SH SOLE 93,912 0 75,529
- ---------------------------------------------------------------------------------------------------------------------------------
LEUCADIA NATL CORP COM 527288104 2079 87,550 SH SOLE 54,150 0 33,400
- ---------------------------------------------------------------------------------------------------------------------------------
LIBERTY FINL COS INC COM 530512102 13315 672,075 SH SOLE 377,125 0 294,950
- ---------------------------------------------------------------------------------------------------------------------------------
LNR PPTY CORP COM COM 501940100 345 18,100 SH SOLE 10,800 0 7,300
- ---------------------------------------------------------------------------------------------------------------------------------
MARSHALL ILSLEY CORP COM 571834100 426 7,369 SH SOLE 0 7,369
- ---------------------------------------------------------------------------------------------------------------------------------
MBIA INC COM 55262C100 3174 60,961 SH SOLE 41,618 0 19,343
- ---------------------------------------------------------------------------------------------------------------------------------
MELLON FINANCIAL CORP COM 585509102 34 1,156 SH SOLE 0 1,156
- ---------------------------------------------------------------------------------------------------------------------------------
NABORS INDS INC COM 629568106 21777 561,090 SH SOLE 319,015 0 242,075
- ---------------------------------------------------------------------------------------------------------------------------------
NATIONAL PRESTO INDS COM 637215104 457 14,015 SH SOLE 8,150 0 5,865
- ---------------------------------------------------------------------------------------------------------------------------------
NCR CORP NEW COM 62886E108 8061 200,900 SH SOLE 109,600 0 91,300
- ---------------------------------------------------------------------------------------------------------------------------------
PAREXEL INTL CORP COM COM 699462107 4930 522,400 SH SOLE 291,400 0 231,000
- ---------------------------------------------------------------------------------------------------------------------------------
PHARMACEUTICAL PROD D COM 717124101 2608 153,950 SH SOLE 111,200 0 42,750
- ---------------------------------------------------------------------------------------------------------------------------------
PLANAR SYS INC COM 726900103 1890 160,850 SH SOLE 83,850 0 77,000
- ---------------------------------------------------------------------------------------------------------------------------------
PRIME GROUP REALTY TRUST COM 741158J103 57 4,000 SH SOLE 0 4,000
- ---------------------------------------------------------------------------------------------------------------------------------
PRIME MEDICAL SERVICES COM 74156D108 5 550 SH SOLE 0 550
- ---------------------------------------------------------------------------------------------------------------------------------
PROTOCOL SYSTEMS INC COM 74371R106 65 6,700 SH SOLE 0 6,700
- ---------------------------------------------------------------------------------------------------------------------------------
RADIAN GROUP INC. COM 750236101 381 8,000 SH SOLE 8,000 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
RELIASTAR FINANCIAL CORP COM 75952U103 593 17,510 SH SOLE 0 17,510
- ---------------------------------------------------------------------------------------------------------------------------------
RISK CAP HLDGS INC COM 767711104 9997 610,500 SH SOLE 379,300 0 231,200
- ---------------------------------------------------------------------------------------------------------------------------------
SAFECO CORP COM 786429100 2 80 SH SOLE 0 80
- ---------------------------------------------------------------------------------------------------------------------------------
SAWAKO CORP ADR SPONS ADR 805444205 89 17,700 SH SOLE 17,700 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
SCHERING PLOUGH CORP COM 847706108 22 600 SH SOLE 0 600
- ---------------------------------------------------------------------------------------------------------------------------------
SILICON VALLEY GROUP COM 827066101 11387 414,075 SH SOLE 244,050 0 170,025
- ---------------------------------------------------------------------------------------------------------------------------------
SIZELER PPTY INVS INC COM 830137105 82 12,900 SH SOLE 12,900 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
SPEEDFAM-IPEC INC COM COM 847705100 3808 191,600 SH SOLE 112,500 0 79,100
- ---------------------------------------------------------------------------------------------------------------------------------
ST JOE CORP COM 790148100 3705 128,050 SH SOLE 79,250 0 48,800
- ---------------------------------------------------------------------------------------------------------------------------------
ST JUDE MEDICAL INC COM 790849103 39 1,500 SH SOLE 0 1,500
- ---------------------------------------------------------------------------------------------------------------------------------
STEWART INFORMATION S COM 860372101 4563 288,564 SH SOLE 138,934 0 149,630
- ---------------------------------------------------------------------------------------------------------------------------------
TECUMSEH PRODUCTS CLA COM 878895200 1760 40,005 SH SOLE 27,250 0 12,755
- ---------------------------------------------------------------------------------------------------------------------------------
TECUMSEH PRODUCTS CLB COM 878895101 6906 164,420 SH SOLE 81,720 0 82,700
- ---------------------------------------------------------------------------------------------------------------------------------
TOKIO MARINE & FIRE I ADR 889090403 12207 232,797 SH SOLE 103,522 0 129,275
- ---------------------------------------------------------------------------------------------------------------------------------
TOOTSIE ROLL INDUSTRIES I COM 890516107 6 182 SH SOLE 0 182
- ---------------------------------------------------------------------------------------------------------------------------------
ULTRATECH STEPPER INC COM 904034105 174 12,200 SH SOLE 12,200 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
UNITED INVS RLTY TR C COM 910741107 163 32,600 SH SOLE 22,600 0 10,000
- ---------------------------------------------------------------------------------------------------------------------------------
VEECO INSTRS INC DEL COM 922417100 966 13,050 SH SOLE 6,000 0 7,050
- ---------------------------------------------------------------------------------------------------------------------------------
VYQUEST INC. COM BLANK BLA 0 26,040 SH SOLE 26,040 0 0
- ---------------------------------------------------------------------------------------------------------------------------------
WEIS MKTS INC COM 948849104 3411 100,325 SH SOLE 50,700 0 49,625
- ---------------------------------------------------------------------------------------------------------------------------------
XIRCOM INCORPORATED COM 983922105 30 800 SH SOLE 0 800
- ---------------------------------------------------------------------------------------------------------------------------------
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