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: 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: 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 November 15, 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).)
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 57
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Form 13F Information Table Value Total: $339,259.439
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(thousands)
List of Other Included Managers:
None
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Form 13F INFORMATION TABLE - Eminence Capital LLC (quarter ended 9/30/2000)
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
INVEST-
SHRS OR MENT VOTING AUTHORITY
TITLE OF VALUE PRN SH/ PUT/ DIS- OTHER
NAME OF ISSUER CLASS CUSIP (X1000) AMOUNT PRN CALL CRETION MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Act Mfg Inc Common 000973107 1,318.750 25,000 Shares Sole 25000
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AnnTaylor Stores Corp Common 036115103 3,843.750 100,000 Shares Sole 100000
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Astropower Inc Common 04644A101 1,188.750 30,000 Shares Sole 30000
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Clear Channel Communications Common 184502102 6,780.000 120,000 Shares Sole 120000
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Claires Stores Inc Common 179584107 2,160.000 120,000 Shares Sole 120000
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Cost Plus Inc Calif Common 221485105 753.125 25,000 Shares Sole 25000
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D R Horton Inc Common 23331A109 3,016.200 175,488 Shares Sole 175488
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Dollar Tree Stores Inc Common 256747106 1,014.063 25,000 Shares Sole 25000
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Dun & Bradstreet Corp Del Common 26483B106 9,470.313 275,000 Shares Sole 275000
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Duane Reade Inc Common 263578106 1,212.500 50,000 Shares Sole 50000
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Daisytek Intl Corp Common 234053106 5,302.500 840,000 Shares Sole 840000
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Energizer Hldgs Inc Common 29266R108 11,319.000 462,000 Shares Sole 462000
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First Data Corp Common 319963104 8,789.063 225,000 Shares Sole 225000
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Finlay Enterprises Inc Com New 317884203 5,950.000 425,000 Shares Sole 425000
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Fortune Brands Inc Common 349631101 6,757.500 255,000 Shares Sole 255000
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Globalstar Telecommunications
Ltd Common G3930H104 1,809.525 209,800 Shares Sole 209800
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Harrahs Entmt Inc Common 413619107 9,080.500 330,200 Shares Sole 330200
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Household Intl Inc Common 441815107 5,379.375 95,000 Shares Sole 95000
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Starwood Hotels&Resorts Wrldwd Paired CTF 85590A203 14,843.750 475,000 Shares Sole 475000
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Insignia Finl Group Inc New Common 45767A105 12,342.025 1,204,100 Shares Sole 1204100
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Imax Corp Common 45245E109 2,472.875 146,000 Shares Sole 146000
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Inamed Corp Common 453235103 2,278.125 81,000 Shares Sole 81000
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Iron Mtn Inc Pa Common 462846106 22,200.000 600,000 Shares Sole 600000
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Kaufman & Broad Home Corp Common 486168107 2,451.313 91,000 Shares Sole 91000
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Lennar Corp Common 526057104 6,234.375 210,000 Shares Sole 210000
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AT&T Corp Com Lib GrpA 001957208 1,625.625 90,000 Shares Sole 90000
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LNR Ppty Corp Common 501940100 18,419.063 832,500 Shares Sole 832500
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Mattel Inc Common 577081102 2,796.875 250,000 Shares Sole 250000
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Methode Electrs Inc Common 591520200 1,063.057 23,990 Shares Sole 23990
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Omnicare Inc Common 681904108 19,277.438 1,195,500 Shares Sole 1195500
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Office Depot Inc Common 676220106 5,078.125 650,000 Shares Sole 650000
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Palm Inc Common 696642107 7,742.745 146,262 Shares Sole 146262
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Prime Hospitality Corp Common 741917108 2,176.875 215,000 Shares Sole 215000
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PF Changs China Bistro Inc Common 69333Y108 864.063 25,000 Shares Sole 25000
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PFSWeb Inc Common 717098107 1,587.106 769,506 Shares Sole 769506
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Pre Paid Legal Svcs Inc Common 740065107 1,130.938 35,000 Shares Sole 35000
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Payless Shoesource Inc Common 704379106 7,000.000 125,000 Shares Sole 125000
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Polo Ralph Lauren Corp CL A 731572103 6,458.063 400,500 Shares Sole 400500
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Resmed Inc Common 761152107 468.750 15,000 Shares Sole 15000
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Ross Stores Inc Common 778296103 6,396.875 445,000 Shares Sole 445000
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Rayovac Corp Common 755081106 513.750 30,000 Shares Sole 30000
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IMS Health Inc Common 449934108 14,525.000 700,000 Shares Sole 700000
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SBC Communications Inc Common 78387G103 16,250.000 325,000 Shares Sole 325000
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Spherion Corp Common 848420105 2,566.563 215,000 Shares Sole 215000
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Scripps EW Co Ohio Common 811054204 177,606.000 328,900 Shares Sole 328900
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Steiner Leisure Ltd Common P8744Y102 7,775.313 347,500 Shares Sole 347500
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Medallion Finl Corp Common 583928106 840.625 50,000 Shares Sole 50000
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Telephone & Data Sys Inc Common 879433100 13,173.300 119,000 Shares Sole 119000
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Toll Brothers Inc Common 889478103 3,850.000 112,000 Shares Sole 112000
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Take-Two Interactive Software Common 874054109 2,512.500 200,000 Shares Sole 200000
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Tweeter Home Entmt Group Inc Common 901167106 907.813 25,000 Shares Sole 25000
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URS Corp New Common 903236107 1,662.875 125,500 Shares Sole 125500
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United States Cellular Corp Common 911684108 8,855.000 126,500 Shares Sole 126500
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United Stationers Inc Common 913004107 5,375.000 200,000 Shares Sole 200000
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Verizon Communications Common 9234V104 7,750.000 160,000 Shares Sole 160000
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Tetra Tech Inc New Common 88162G103 4,284.375 150,000 Shares Sole 150000
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Yankee Candle Inc Common 984757104 603.750 30,000 Shares Sole 30000
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