<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 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: Michael Larson
-------------------------------
Address: 2365 Carillon Point
-------------------------------
Kirkland, WA 98033
-------------------------------
Form 13F File Number: 28-05147
---------------------
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: Michael Larson
-------------------------------
Title: Reporting Manager
-------------------------------
Phone: (425) 803-0720
-------------------------------
Signature, Place, and Date of Signing:
/s/ Michael Larson Kirkland, WA November 13, 2000
------------------------------- ------------------- -----------------
[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).)
List of Other Managers Reporting for this Manager:
No. Form 13F File Number Name
1 28-
[Repeat as necessary.]
Pursuant to Rule 24b-2 of the Securities and Exchange Act of 1934,
confidential information has been omitted from this Form 13F and filed
separately with the Securities and Exchange Commission.
1
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
--------------------
Form 13F Information Table Entry Total: *
--------------------
Form 13F Information Table Value Total: $ *
--------------------
(thousands)
* PURSUANT TO RULE 24B-2 OF THE SECURITIES EXCHANGE ACT OF 1934, CONFIDENTIAL
INFORMATION HAS BEEN OMITTED FROM THIS FORM 13F AND FILED SEPARATELY WITH THE
SECURITIES AND EXCHANGE COMMISSION.
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
1 28-05149 Cascade Investment L.L.C.
[Repeat as necessary]
2
<PAGE>
<TABLE>
<CAPTION>
FORM 13F INFORMATION TABLE*
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
--------------------------------- ---------------- --------- -------- ----------------- ---------- --------- -----------------------
VALUE SHRS OR SH/ PUT/ INVSTMNT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
--------------------------------- ---------------- --------- -------- -------- --- ---- ---------- --------- -------- -------- -----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AVISTA CORP COMMON STOCK 05379B107 40,254 1,787,500 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
ICOS CORP COMMON STOCK 449295104 272,012 5,025,619 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
NEWPORT NEWS SHIPBUILDING COMMON STOCK 652228107 111,166 2,562,900 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
OTTER TAIL POWER COMPANY COMMON STOCK 689648103 27,782 1,201,400 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
PAIN THERAPEUTICS COMMON STOCK 69562K100 39,625 2,000,000 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
PAN AMERN SILVER CORP COMMON STOCK 697900108 10,349 2,905,000 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
REPUBLIC SVCS INC COMMON STOCK 760759100 181,965 13,864,000 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
SCHNITZER STL INDS INC COMMON STOCK 806882106 8,581 602,200 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
WISCONSIN CENTRAL TRANSPORTATION COMMON STOCK 976592105 38,028 3,600,300 SH YES N/A YES
------------------------------------------------------------------------------------------------------------------------------------
</TABLE>
*PURSUANT TO RULE 24B-2 OF THE SECURITIES EXCHANGE ACT OF 1934, CONFIDENTIAL
INFORMATION HAS BEEN OMITTED FROM THIS FORM 13F AND FILED SEPARATELY WITH THE
SECURITIES AND EXCHANGE COMMISSION.
3
