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: June 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 August 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: 54
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Form 13F Information Table Value Total: $267,981
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(thousands)
List of Other Included Managers:
None
<PAGE>
Form 13F INFORMATION TABLE - Eminence Capital LLC (quarter ending 6/30/2000)
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
SHRS OR
TITLE VALUE PRN SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER OF CLASS CUSIP (X1000) AMOUNT PRN CALL DISCRETION 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 1,161 25,000 SHARES SOLE 25,000
AMFM INC COMMON 001693100 9,660 140,000 SHARES SOLE 140,000
ANNTAYLOR STORES CORP COMMON 036115103 5,797 175,000 SHARES SOLE 175,000
ASTROPOWER INC COMMON 04644A101 814 30,000 SHARES SOLE 30,000
ASPEON INC COMMON 045354107 1,043 214,000 SHARES SOLE 214,000
BCE INC COMMON 05534B109 5,953 250,000 SHARES SOLE 250,000
BELL ATLANTIC CORP COMMON 077853109 6,606 130,000 SHARES SOLE 130,000
3COM CORP COMMON 885535104 5,633 97,750 SHARES SOLE 97,750
CABLETRON SYS INC COMMON 126920107 2,525 100,000 SHARES SOLE 100,000
D R HORTON INC COMMON 23331A109 3,119 230,000 SHARES SOLE 230,000
DUN & BRADSTREET CORP DEL COMMON 26483B106 7,872 275,000 SHARES SOLE 275,000
DUANE READE INC COMMON 263578106 901 35,000 SHARES SOLE 35,000
DAISYTEK INTL CORP COMMON 234053106 9,426 998,800 SHARES SOLE 998,800
ENERGIZER HLDGS INC COMMON 29266R108 1,825 100,000 SHARES SOLE 100,000
FRONTLINE CAP GROUP COMMON 35921N101 2,131 100,000 SHARES SOLE 100,000
FINLAY ENTERPRISES INC COMMON NEW 317884203 5,525 425,000 SHARES SOLE 425,000
HARRAHS ENTMT INC COMMON 413619107 3,141 150,000 SHARES SOLE 150,000
HOUSEHOLD INTL INC COMMON 441815107 3,948 95,000 SHARES SOLE 95,000
STARWOOD HOTELS&RESORTS WRLDWD PAIRED CTF 85590A203 15,467 475,000 SHARES SOLE 475,000
INSIGNIA FINL GROUP INC NEW COMMON 45767A105 12,041 1,204,100 SHARES SOLE 1,204,100
IMRGLOBAL CORPORATION COMMON 45321W106 653 50,000 SHARES SOLE 50,000
IRON MTN INC PA COMMON 462846106 20,400 600,000 SHARES SOLE 600,000
JAKKS PAC INC COMMON 47012E106 959 65,000 SHARES SOLE 65,000
KAUFMAN & BROAD HOME CORP COMMON 486168107 2,516 127,000 SHARES SOLE 127,000
LENNAR CORP COMMON 526057104 6,075 300,000 SHARES SOLE 300,000
LNR PPTY CORP COMMON 501940100 15,113 775,000 SHARES SOLE 775,000
MEMBERWORKS INC COMMON 586002107 841 25,000 SHARES SOLE 25,000
OMNICARE INC COMMON 681904108 6,117 675,000 SHARES SOLE 675,000
PRIME HOSPITALITY CORP COMMON 741917108 2,029 215,000 SHARES SOLE 215,000
PF CHANGS CHINA BISTRO INC COMMON 69333Y108 798 25,000 SHARES SOLE 25,000
PROVIDENT FINL GROUP INC COMMON 743866105 714 30,000 SHARES SOLE 30,000
PFSWEB INC COMMON 717098107 493 105,200 SHARES SOLE 105,200
PRE PAID LEGAL SVCS INC COMMON 740065107 1,046 35,000 SHARES SOLE 35,000
PROFIT RECOVERY GROUP INTL INC COMMON 743168106 582 35,000 SHARES SOLE 35,000
PAYLESS SHOESOURCE INC COMMON 704379106 7,688 150,000 SHARES SOLE 150,000
RENT A CTR INC NEW COMMON 76009N100 788 35,000 SHARES SOLE 35,000
POLO RALPH LAUREN CORP CL A 731572103 5,707 400,500 SHARES SOLE 400,500
RUSSELL CORP COMMON 782352108 800 40,000 SHARES SOLE 40,000
RAYOVAC CORP COMMON 755081106 671 30,000 SHARES SOLE 30,000
IMS HEALTH INC COMMON 449934108 13,950 775,000 SHARES SOLE 775,000
SBC COMMUNICATIONS INC. COMMON 78387G103 14,056 325,000 SHARES SOLE 325,000
SCRIPPS EW CO CL A 811054204 16,006 325,000 SHARES SOLE 325,000
STEINER LEISURE LTD ORD P8744Y102 7,353 325,000 SHARES SOLE 325,000
MEDALLION FINL CORP COMMON 583928106 772 50,000 SHARES SOLE 50,000
TELEPHONE & DATA SYS INC COMMON 879433100 15,038 150,000 SHARES SOLE 150,000
AT&T CORP COMMON 001957109 3,163 100,000 SHARES SOLE 100,000
TOLL BROTHERS INC COMMON 889478103 3,280 160,000 SHARES SOLE 160,000
TAKE-TWO INTERACTIVE SOFTWARE COMMON 874054109 606 50,000 SHARES SOLE 50,000
TWEETER HOME ENTMT GROUP INC COMMON 901167106 2,430 80,000 SHARES SOLE 80,000
URS CORP NEW COMMON 903236107 763 50,000 SHARES SOLE 50,000
UNITED STATES CELLULAR CORP COMMON 911684108 9,450 150,000 SHARES SOLE 150,000
UNITED STATIONERS INC COMMON 913004107 1,700 52,500 SHARES SOLE 52,500
VENTANA MED SYS INC COMMON 92276H106 188 8,000 SHARES SOLE 8,000
YANKEE CANDLE INC COMMON 984757104 649 30,000 SHARES SOLE 30,000
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