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: 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: 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 May 10, 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: 61
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Form 13F Information Table Value Total: $ 281,103
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(thousands)
List of Other Included Managers:
None
<PAGE>
Form 13F INFORMATION TABLE - Eminence Capital LLC (quarter ending 3/31/2000)
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VOTING AUTHORITY
TITLE OF VALUE SHRS OR PRN SH/ PUT/ INVESTMENT OTHER
NAME OF ISSUER CLASS CUSIP (X1000) AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C> <C> <C> <C>
CHAMPION ENTERPRISES INC COMMON 158496109 431 75,000 SH SOLE 75,000
CONSOLIDATED STORES CORP COMMON 210149100 1,991 175,000 SH SOLE 175,000
CUTTER & BUCK INC COMMON 232217109 1,567 116,638 SH SOLE 116,638
DAISYTEK INTL CORP COMMON 234053106 13,339 843,600 SH SOLE 843,600
DUANE READE INC COMMON 263578106 814 35,000 SH SOLE 35,000
FINLAY ENTERPRISES INC COMMON 317884203 5,233 425,000 SH SOLE 425,000
FINISH LINE INC COMMON 317923100 926 95,000 SH SOLE 95,000
HEINZ H J CO COMMON 423074103 872 25,000 SH SOLE 25,000
HOUSEHOLD INTL INC COMMON 441815107 2,425 65,000 SH SOLE 65,000
HUSSMAN INTL INC COMMON 448110106 7,613 600,000 SH SOLE 600,000
IMS HEALTH INC COMMON 449934108 2,541 150,000 SH SOLE 150,000
IRON MTN INC PA COMMON 462846106 22,057 647,557 SH SOLE 647,557
JOHN NUVEEN CO COMMON 478035108 2,475 64,700 SH SOLE 64,700
KAUFMAN & BROAD HOME CORP COMMON 486168107 2,723 127,000 SH SOLE 127,000
KERAVISION INC COMMON 492061106 455 75,000 SH SOLE 75,000
LNR PPTY CORP COMMON 501940100 14,297 750,000 SH SOLE 750,000
LENNAR CORP COMMON 526057104 5,422 250,000 SH SOLE 250,000
MEDALLION FINL CORP COMMON 583928106 841 50,000 SH SOLE 50,000
OMNICARE INC COMMON 681904108 4,825 400,000 SH SOLE 400,000
PACIFIC SUNWEAR CALIF INC COMMON 694873100 963 25,000 SH SOLE 25,000
PAYLESS SHOESOURCE INC COMMON 704379106 15,322 295,000 SH SOLE 295,000
POLICY MGMT SYS CORP COMMON 731108106 624 52,000 SH SOLE 52,000
POLO RALPH LAUREN CORP COMMON 731572103 7,942 425,000 SH SOLE 425,000
PRE PAID LEGAL SVS INC COMMON 740065107 1,039 35,000 SH SOLE 35,000
PRIME HOSPITALITY CORP COMMON 741917108 1,559 215,000 SH SOLE 215,000
PROFIT RECOVERY INTL INC
GROUP COMMON 743168106 648 35,000 SH SOLE 35,000
RYDER SYS INC COMMON 783549108 2,269 100,000 SH SOLE 100,000
SCRIPPS E W CO OHIO COMMON 811054204 12,125 250,000 SH SOLE 250,000
TAKE-TWO INTERACTIVE
SOFTWARE COMMON 874054109 663 50,000 SH SOLE 50,000
TELEPHONE & DATA SYS INC COMMON 879433100 14,153 127,500 SH SOLE 127,500
3COM CORP COMMON 885535104 4,823 86,700 SH SOLE 86,700
TOLL BROTHERS INC COMMON 889478103 3,200 160,000 SH SOLE 160,000
TRANSACTION SYS ARCHITECTS COMMON 893416107 2,888 100,000 SH SOLE 100,000
URS CORP NEW COMMON 903236107 656 50,000 SH SOLE 50,000
UNITED STATES CELLULAR CORP COMMON 911684108 7,100 100,000 SH SOLE 100,000
UNITED STATIONERS INC COMMON 913004107 7,138 200,000 SH SOLE 200,000
UNITEDGLOBALCOM COMMON 913247508 2,027 27,000 SH SOLE 27,000
WALGREEN CO COMMON 931422109 644 25,000 SH SOLE 25,000
WARNACO GROUP INC COMMON 934390105 591 50,000 SH SOLE 50,000
XEIKON NV COMMON 984003103 632 35,000 SH SOLE 35,000
AAR CORP COMMON 000361105 335 20,103 SH SOLE 20,103
AMFM INC COMMON 001693100 8,698 140,000 SH SOLE 140,000
ANNTAYLOR STORES CORP COMMON 036115103 9,890 430,000 SH SOLE 430,000
ASPEON INC COMMON 045354107 2,309 114,000 SH SOLE 114,000
BANK OF AMERICA CORPORATION COMMON 060505104 2,622 50,000 SH SOLE 50,000
BELL ATLANTIC CORP COMMON 077853109 7,946 130,000 SH SOLE 130,000
CELL PATHWAYS INC NEW COMMON 15114R101 688 20,000 SH SOLE 20,000
CHASE MANHATTAN CORP NEW COMMON 16161A108 2,354 27,000 SH SOLE 27,000
D R HORTON INC COMMON 23331A109 3,004 230,000 SH SOLE 230,000
DUN & BRADSTREET CORP DEL COMMON 26483B106 7,156 250,000 SH SOLE 250,000
ENCOMPASS SVCS CORP COMMON 29255U104 288 50,000 SH SOLE 50,000
INSIGNIA FINL GROUP INC NEW COMMON 45767A105 16,674 1,191,000 SH SOLE 1,191,000
PUT KERAVISION MAY 10 PSE COMMON 4920610QB 520 1,300 SH PUT SOLE
MBNA CORP COMMON 55262L100 2,295 90,000 SH SOLE 90,000
P F CHANGS CHINA BISTRO INC COMMON 69333Y108 828 25,000 SH SOLE 25,000
SBC COMMUNICATIONS INC COMMON 78387G103 12,600 300,000 SH SOLE 300,000
STARWOOD HOTELS&RESORTS
WRLDWD COMMON 85590A203 11,156 425,000 SH SOLE 425,000
U S WEST INC NEW COMMON 91273H101 2,324 32,000 SH SOLE 32,000
VODAFONE AIRTOUCH PLC COMMON 92857T107 2,778 50,000 SH SOLE 50,000
HILFIGER TOMMY CORP COMMON G8915Z102 2,535 174,800 SH SOLE 174,800
STEINER LEISURE LTD COMMON P8744Y102 6,256 325,000 SH SOLE 325,000
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