UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F 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: MFP Investors LLC
Address: 51 JFK Parkway
2nd Floor
Short Hills, NJ 07078
13F File Number: 28-05359
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: Annette Emanuel
Title: Chief Financial Officer
Phone: (973) 921-2210
Signature, Place, and Date of Signing:
/s/ Annette Emanuel Short Hills, NJ 5/11/00
--------------------- ---------------- -------
[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: 65
Form 13F Information Table Value Total: $ 208,870
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(thousands)
List of Other Included Managers NONE
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<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------- -------- -------- -------- -------- -------- --------
NAME OF TITLE OF VALUE SHRS OR INVESTMENT OTHER VOTING AUTHORITY
ISSUER CLASS CUSIP (x$1000) PRN AMT DISCRETION MANAGERS SOLE SHARED NONE
------- -------- ----- -------- ------- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C>
Applied Power Inc. Class A 038225108 4275 150000 SOLE 150000
Atlantic Richfield Co.
(Delaware) Common Stock 048825103 2591 30500 SOLE 30500
Berkley WR Corp Common Stock 084423102 786 34100 SOLE 34100
BF Goodrich Co. Common Stock 382388106 10019 350000 SOLE 350000
Biogen Inc. Call 0905979DB 1 200 SOLE 200
Castle & Cooke Inc. Common Stock 148433105 3610 214700 SOLE 214700
Catellus Development Corp. Common Stock 149111106 763 55000 SOLE 55000
Citizens Utilities Co.
(Delaware) Class B 177342201 5731 350000 SOLE 350000
City Investing Co. Liquidating
Trust Unit Ben Int 177900107 340 265600 SOLE 265600
Cohoes Bancorp Common Stock 192513109 1222 123000 SOLE 123000
Columbia Energy Group Common Stock 197648108 1794 30000 SOLE 30000
Commonwealth Telephone
Enterprises, Inc. Common Stock 203349105 1737 37000 SOLE 37000
Conoco Inc. Class B 208251405 3075 120000 SOLE 120000
Crane Company (Delaware) Common Stock 224399105 12245 518300 SOLE 518300
Devon Energy Common Stock 25179M103 19425 400000 SOLE 400000
DLJ Direct Call 2576619EW 13 150 SOLE 150
Dun & Bradstreet Corp.
(Delaware) Common Stock 26483B106 7156 250000 SOLE 250000
Efax Com, Inc. Common Stock 282012103 54 10000 SOLE 10000
Efax Com, Inc. Call 2820129DU 6 200 SOLE 200
Enstar Group Inc. Common Stock 29358R107 1502 102715 SOLE 102715
Fab Industries Common Stock 302747100 176 17000 SOLE 17000
First Place Financial Corp.
(Ohio) Common Stock 33610T109 1499 149900 SOLE 149900
General Motors Corp. Common Stock 370442105 8695 105000 SOLE 105000
Gentiva Health Services Common Stock 37247A102 89 12500 SOLE 12500
Harcourt Gen Inc. Common Stock 41163G101 11175 300000 SOLE 300000
Helmerich & Payne Inc. Common Stock 423452101 5878 190000 SOLE 190000
Hexcel Corporation New Common Stock 428291108 542 108300 SOLE 108300
Huttig Building Products,
Inc. Common Stock 448451104 1719 382000 SOLE 382000
Koger Equity Inc. Common Stock 500228101 900 52000 SOLE 52000
Kroll-O'Gara Company Common Stock 501050108 2406 220000 SOLE 220000
Lanier World Wide Inc. Common Stock 51589L105 744 350000 SOLE 350000
Medallion Financial Corp. Common Stock 583928106 4119 245000 SOLE 245000
MediaOne Group Inc. Common Stock 58440J104 1702 21000 SOLE 21000
MGI Properties Inc. Common Stock 552885105 674 130000 SOLE 130000
Montana Power Co. Common Stock 612085100 6394 100000 SOLE 100000
Nashua Corporation Common Stock 631226107 947 111400 SOLE 111400
Newhall Land & Farming Co.
(California) Depositary Receipts 651426108 2825 100000 SOLE 100000
On Command Corporation Common Stock 682160106 1928 128500 SOLE 128500
Pactiv Corp. Common Stock 695257105 1925 220000 SOLE 220000
Plains Resources Inc. Common Stock 726540503 2417 189600 SOLE 189600
Potomac Electric Power Common Stock 737679100 3959 175000 SOLE 175000
R.J.Reynolds Tobacco Holdings Common Stock 76182K105 2033 120000 SOLE 120000
Reynolds Metals Co. Common Stock 761763101 4180 62500 SOLE 62500
Scripps Co. E.W. (Ohio) Class A 811054204 17041 350000 SOLE 350000
Southern Union Company Common Stock 844030106 2709 150000 SOLE 150000
Southwest Gas Corp Common Stock 844895102 3179 166200 SOLE 166200
St. Joe Company Common Stock 790148100 2454 85000 SOLE 85000
Staff Leasing, Inc. Common Stock 852381102 1058 182000 SOLE 182000
Stewart & Stevenson Services,
Inc. Common Stock 860342104 3234 287500 SOLE 287500
Suburban Lodges of America Inc. Common Stock 864444104 2005 324100 SOLE 324100
Telephone & Data Systems Inc. Common Stock 879433100 4448 40000 SOLE 40000
The MONY Group Inc. Common Stock 615337102 5445 168500 SOLE 168500
Triad Hospitals Inc. Common Stock 89579K109 5025 300000 SOLE 300000
Trizec Hahn Corporation Sub Vtg 896938107 750 50000 SOLE 50000
U.S. Industries Inc. Common Stock 912080108 1106 100000 SOLE 100000
United Asset Management Corp. Common Stock 909420101 2040 118700 SOLE 118700
United Dominion Industries Ltd. Common Stock 909914103 4547 250000 SOLE 250000
United States Cellular Corp. Common Stock 911684108 2845 40000 SOLE 40000
Vornado Operating Co. Common Stock 92904N103 397 31000 SOLE 31000
Washington Post Company Class B 939640108 7263 13500 SOLE 13500
Halliburt Option - call 4062169DJ 4 200 SOLE 200
Intel Corp. Option - puts 4581408DD 14 50 SOLE 50
Petroleum Geo-Services Option - call 7165979DD 8 150 SOLE 150
Ryder System Inc. Option - call 7835499EF 12 65 SOLE 65
US West Option - call 91273H9DP 15 300 SOLE 300
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