FORM 13F
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington D.C. 20549
Form 13F COVER PAGE
Report for the Quarter Ended: March 31, 2000
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Check Here if Amendment [ ]; Amendment Number
Institutional Investment Manager Filing this Report:
Name: David J. Greene and Company, LLC
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Address: 599 Lexington Avenue
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New York, NY 10022
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Form 13F File Number: 28-663
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The institutional investment manager filing this report and the person by whom
it is signed thereby represent that the person signing the report is authorized
to submit, 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: E. Stephen Walsh
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Title: Principal and Chief Administrative Officer
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Phone: (212) 371-4200
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Signature, Place and Date of Signing:
/s/ E. Stephen Walsh
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[Signature]
New York, NY
[City, State]
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May 8, 2000
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[Date]
Report Type:
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
<PAGE>
Form 13F Summary Page
Report Summary:
Number of Other Included Managers:
-0-
Form 13F Information Table Entry Total:
137
Form 13F Information Table Value Total:
$1,573,487,000
List of Other Included Managers:
None
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 03/31/2000
REPORTING MANAGER : DAVID J. GREENE AND COMPANY, LLC PAGE 1
INVESTMENT
NAME OF ISSUER TITLE CUSIP FAIR SHARES OF DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ACTV INC COMMON 00088E104 281,000 8,000 X DJG 8,000
AGCO CORP COMMON 001084102 1,208,000 106,235 X DJG 101,660 4,575
A T & T CORP COMMON 001957109 4,191,000 74,429 X DJG 9,403 65,026
ACX TECHNOLOGIES INC COMMON 005123104 4,925,000 1,193,915 X DJG 387,255 806,660
AETNA INC COMMON 008117103 52,711,000 949,750 X DJG 516,980 432,770
ALBERTSONS INC COMMON 013104104 2,866,000 92,814 X DJG 26,628 66,186
ALLEN TELECOM INC COMMON 018091108 6,573,000 412,450 X DJG 221,100 191,350
ALLTEL CORPORATION COMMON 020039103 2,368,000 37,439 X DJG 9,911 27,528
AMERICAN EXPRESS CO COMMON 025816109 3,449,000 23,160 X DJG 700 22,460
AMERICAN INTERNATIONAL GROUP INC COMMON 026874107 2,625,000 23,972 X DJG 13,899 10,073
AMGEN INC COMMON 031162100 258,000 4,200 X DJG 4,200
APCO ARGENTINA INC CAYMAN ISLAND COMMON 037489101 334,000 10,269 X DJG 10,269
HISCOX PLC COMMON 0428828 13,000 12,000 X DJG 12,000
BHC COMMUNICATIONS INC CL-A COMMON 055448104 23,225,000 148,880 X DJG 93,155 55,725
BJ'S WHOLESALE CLUB INC COMMON 05548J106 503,000 13,100 X DJG 1,500 11,600
BP AMOCO PLC ADS COMMON 055622104 1,002,000 18,813 X DJG 18,813
BELL ATLANTIC CORP COMMON 077853109 8,252,000 134,997 X DJG 63,018 71,979
BELLSOUTH CORP W/RTS COMMON 079860102 312,000 6,650 X DJG 6,650
BRISTOL MYERS SQUIBB CO W/RTS COMMON 110122108 1,672,000 28,830 X DJG 28,830
C.I.T GROUP INC-A COMMON 125577106 2,038,000 104,500 X DJG 104,500
CNA SURETY CORPORATION COMMON 12612L108 1,038,000 74,500 X DJG 27,000 47,500
CALGON CARBON CORP COMMON 129603106 5,222,000 795,670 X DJG 286,290 509,380
CENDANT CORPORATION COMMON 151313103 187,000 10,100 X DJG 10,100
CHASE MANHATTAN CORP (NEW) COMMON 16161A108 1,763,000 20,216 X DJG 1,000 19,216
CHEMFAB, INC COMMON 16361L102 231,000 15,800 X DJG 9,050 6,750
CHEVRON CORP W/RTS COMMON 166751107 525,000 5,684 X DJG 5,684
CISCO SYSTEMS INC COMMON 17275R102 237,000 3,060 X DJG 3,060
CITIGROUP INC COMMON 172967101 10,634,000 177,597 X DJG 22,567 155,030
CITY INVESTING CO LIQUIDATING COMMON 177900107 17,000 13,100 X DJG 9,300 3,800
COCA-COLA ENTERPRISES INC COMMON 191219104 9,759,000 452,600 X DJG 135,500 317,100
COMDISCO INC COMMON 200336105 79,640,000 1,804,870 X DJG 647,504 1,157,366
COORSTEK INC COMMON 217020106 12,031,000 298,908 X DJG 113,219 185,689
CRESTLINE CAPITAL CORPORATION COMMON 226153104 2,816,000 161,500 X DJG 104,270 57,230
CYTEC INDUSTRIES INC COMMON 232820100 50,358,000 1,644,352 X DJG 740,770 903,582
PAGE COLUMN TOTALS
<PAGE>
<CAPTION>
FORM 13F 03/31/2000
REPORTING MANAGER : DAVID J. GREENE AND COMPANY, LLC PAGE 2
INVESTMENT
NAME OF ISSUER TITLE CUSIP FAIR SHARES OF DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
DAYTON SUPERIOR CORP COMMON 240028100 463,000 18,400 X DJG 18,400
DEPARTMENT 56 COMMON 249509100 655,000 44,200 X DJG 5,000 39,200
DEXTER CORP COMMON 252165105 9,256,000 174,645 X DJG 101,700 72,945
DIAL CORPORATION (NEW) COMMON 25247D101 29,968,000 2,179,500 X DJG 923,800 1,255,700
DIEBOLD INC COMMON 253651103 17,562,000 638,600 X DJG 424,100 214,500
DIME BANCORP INC. NEW COMMON 25429Q102 59,220,000 3,201,081 X DJG 1,342,098 1,858,983
DOLE FOOD CO COMMON 256605106 31,456,000 1,618,313 X DJG 934,981 683,332
DOVER CORP COMMON 260003108 283,000 5,920 X DJG 5,920
EQK REALTY INVESTORS 1 SBI COMMON 268820107 17,000 112,600 X DJG 57,000 55,600
EASTMAN CHEMICAL COMPANY COMMON 277432100 1,458,000 32,037 X DJG 32,037
ECHOSTAR COMMUNICATIONS CORP COMMON 278762109 316,000 4,000 X DJG 4,000
EMISPHERE TECHNOLOGIES COMMON 291345106 228,000 4,400 X DJG 4,400
ENCOMPASS SERVICES CORP COMMON 29255U104 90,000 15,594 X DJG 15,594
EXXON MOBIL CORPORATION COMMON 30231G102 3,301,000 42,354 X DJG 1,920 40,434
FEDERAL NATIONAL MTGR ASSN COMMON 313586109 679,000 12,000 X DJG 12,000
FINOVA GROUP INC COMMON 317928109 33,216,000 1,975,655 X DJG 890,220 1,085,435
FOOTSTAR, INC COMMON 344912100 60,852,000 2,154,068 X DJG 1,053,925 1,100,143
FOUNDATION HEALTH SYSTEMS COMMON 350404109 22,566,000 2,820,746 X DJG 1,474,515 1,346,231
GATX CORP COMMON 361448103 51,351,000 1,351,340 X DJG 653,502 697,838
GALILEO INTERNATIONAL INC COMMON 363547100 68,947,000 2,865,310 X DJG 1,232,940 1,632,370
GENERAL ELECTRIC CO COMMON 369604103 2,974,000 19,112 X DJG 19,112
GENERAL MOTORS CORP COMMON 370442105 30,989,000 374,205 X DJG 211,100 163,105
GEON COMPANY COMMON 37246W105 269,000 12,500 X DJG 7,500 5,000
GILEAD SCIENCES INC COMMON 375558103 299,000 4,716 X DJG 4,716
BF GOODRICH COMMON 382388106 1,434,000 50,000 X DJG 50,000
HARRIS CORP COMMON 413875105 3,238,000 93,696 X DJG 50,900 42,796
HEALTHSOUTH CORPORATION COMMON 421924101 36,674,000 6,448,160 X DJG 3,310,400 3,137,760
HOMEBASE INC COMMON 43738E108 7,490,000 3,744,970 X DJG 1,966,110 1,778,860
HONEYWELL INTERNATIONAL INC COMMON 438516106 379,000 7,196 X DJG 7,196
HOST MARRIOTT CORP (REIT) COMMON 44107P104 19,563,000 2,204,300 X DJG 1,309,400 894,900
HOUSEHOLD INTL, INC COMMON 441815107 237,000 6,339 X DJG 6,339
HUSSMANN INTL INC COMMON 448110106 26,513,000 2,089,700 X DJG 1,081,363 1,008,337
IMC GLOBAL INC COMMON 449669100 31,463,000 2,142,131 X DJG 1,246,145 895,986
IMC GLOBAL WTS - EXPIRE 12/22/00 COMMON 449669118 10,000 315,047 X DJG 217,946 97,101
INTEL CORPORATION COMMON 458140100 4,246,000 32,184 X DJG 1,000 31,184
INTL BUSINESS MACHINES CORP COMMON 459200101 1,848,000 15,664 X DJG 800 14,864
INTERNATIONAL GAME TECH COMMON 459902102 23,093,000 1,064,828 X DJG 499,072 565,756
JOHNSON & JOHNSON COMMON 478160104 2,598,000 36,984 X DJG 36,984
KIMBERLY CLARK CORP COMMON 494368103 581,000 10,360 X DJG 10,360
LANIER WORLDWIDE INC COMMON 51589L105 7,252,000 3,516,136 X DJG 1,222,540 2,293,596
ELI LILLY & CO COMMON 532457108 204,000 3,250 X DJG 3,250
LIMITED INC COMMON 532716107 215,000 5,105 X DJG 5,105
PAGE COLUMN TOTALS
<CAPTION>
FORM 13F 03/31/2000
REPORTING MANAGER : DAVID J. GREENE AND COMPANY, LLC PAGE 3
INVESTMENT
NAME OF ISSUER TITLE CUSIP FAIR SHARES OF DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
LINCOLN NATIONAL CORP COMMON 534187109 18,733,000 559,200 X DJG 340,900 218,300
LOCKHEED MARTIN CORP COMMON 539830109 613,000 30,000 X DJG 30,000
LUCENT TECHNOLOGIES, INC COMMON 549463107 2,083,000 34,004 X DJG 516 33,488
MPTV INC COMMON 553424102 1,000 10,000 X DJG 10,000
MANDALAY RESORT GROUP COMMON 562567107 19,393,000 1,149,200 X DJG 685,900 463,300
MAXWELL TECHNOLOGIES INC COMMON 577767106 1,836,000 133,560 X DJG 40,410 93,150
MCDERMOTT INTL INC COMMON 580037109 988,000 107,500 X DJG 100,000 7,500
MCKESSON HBOC INC COMMON 58155Q103 15,317,000 729,400 X DJG 455,400 274,000
McMORAN EXPLORATION CO COMMON 582411104 1,466,000 77,422 X DJG 39,462 37,960
MEDIAONE GROUP, INC COMMON 58440J104 1,244,000 15,360 X DJG 1,344 14,016
MERCK & CO INC COMMON 589331107 613,000 9,860 X DJG 9,860
MILLIPORE CORP W/RTS COMMON 601073109 2,137,000 37,860 X DJG 20,230 17,630
MIRAGE RESORTS INC COMMON 60462E104 252,000 13,000 X DJG 5,000 8,000
MODIS PROFESSIONAL SERVICES COMMON 607830106 1,323,000 106,920 X DJG 45,510 61,410
MUELLER IND COMMON 624756102 2,117,000 69,700 X DJG 11,800 57,900
NABISCO GROUP HOLDINGS COMMON 62952P102 539,000 44,674 X DJG 40,600 4,074
NAVISTAR INTL COMMON 63934E108 73,697,000 1,836,690 X DJG 815,665 1,021,025
NORTH FORK BANCORPORATION COMMON 659424105 232,000 13,000 X DJG 3,000 10,000
OMNICARE INC COMMON 681904108 2,634,000 218,400 X DJG 80,000 138,400
ORBITAL SCIENCES CORP COMMON 685564106 1,652,000 110,160 X DJG 55,570 54,590
PACTIV CORPORATION COMMON 695257105 33,532,000 3,859,809 X DJG 1,722,900 2,136,909
PAREXEL INTERNATIONAL CORP COMMON 699462107 2,376,000 251,795 X DJG 151,790 100,005
PITTSTON BRINK'S GROUP COMMON 725701106 60,467,000 3,556,895 X DJG 1,664,198 1,892,697
PLAYTEX PRODUCTS INC COMMON 72813P100 2,941,000 226,260 X DJG 161,650 64,610
POLICY MANAGEMENT SYSTEMS CORP COMMON 731108106 7,793,000 649,420 X DJG 377,410 272,010
PRIMEX TECHNOLOGIES INC COMMON 741597108 4,151,000 194,770 X DJG 128,900 65,870
PROCTER & GAMBLE CO COMMON 742718109 350,000 6,200 X DJG 1,000 5,200
QUANTUM CORP - DLT & STORAGE SYSTEM COMMON 747906204 48,738,000 4,082,770 X DJG 2,209,390 1,873,380
QUANTUM CORP - HARD DISK DRIVE COMMON 747906303 10,208,000 907,335 X DJG 547,580 359,755
RITE AID CORP COMMON 767754104 3,048,000 541,787 X DJG 214,587 327,200
ROYAL DUTCH PETE 1.25 GUILDER SH COMMON 780257804 557,000 9,632 X DJG 9,632
RYDER SYSTEM INC W/RTS COMMON 783549108 55,461,000 2,444,552 X DJG 1,198,070 1,246,482
SBC COMMUNICATIONS INC COMMON 78387G103 2,816,000 66,840 X DJG 3,258 63,582
SENSORMATIC ELECTRONICS CORP COMMON 817265101 2,851,000 127,070 X DJG 115,400 11,670
SHARED MEDICAL SYSTEMS CORP W/RT COMMON 819486101 52,414,000 1,010,390 X DJG 441,450 568,940
SILVERSTREAM SOFTWARE INC COMMON 827907106 1,528,000 20,678 X DJG 20,678
SMED INTERNATIONAL INC COMMON 83169D104 314,000 20,600 X DJG 20,600
SMITHKLINE BEECHAM PLC- ADR COMMON 832378301 291,000 4,400 X DJG 4,400
SPACELABS MEDICAL COMMON 846247104 1,765,000 110,730 X DJG 65,830 44,900
SPRINT CORP (FON GROUP) COMMON 852061100 33,958,000 536,892 X DJG 210,388 326,504
SPRINT CORP (PCS GROUP) COMMON 852061506 288,000 4,400 X DJG 500 3,900
STANDARD REGISTER CO COMMON 853887107 337,000 26,210 X DJG 25,320 890
SUBURBAN PROPANE PARTNERS LP COMMON 864482104 301,000 15,300 X DJG 15,300
TANDY CORP COMMON 875382103 5,923,000 116,700 X DJG 6,100 110,600
TEKTRONIX INC COMMON 879131100 15,994,000 285,615 X DJG 71,460 214,155
PAGE COLUMN TOTALS
<CAPTION>
FORM 13F 03/31/2000
REPORTING MANAGER : DAVID J. GREENE AND COMPANY, LLC PAGE 4
INVESTMENT
NAME OF ISSUER TITLE CUSIP FAIR SHARES OF DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
TELEDYNE TECHNOLOGIES INC COMMON 879360105 6,197,000 356,640 X DJG 171,760 184,880
TELEPHONE & DATA SYS INC COMMON 879433100 78,058,000 703,228 X DJG 303,350 399,878
TENNECO AUTOMOTIVE INC COMMON 880349105 104,000 13,111 X DJG 2,000 11,111
TEXACO INC COMMON 881694103 1,991,000 37,041 X DJG 1,550 35,491
TOYS R US COMMON 892335100 800,000 54,000 X DJG 22,500 31,500
U S WEST INC COMMON 91273H101 431,000 5,934 X DJG 180 5,754
UNOVA INC COMMON 91529B106 6,089,000 451,020 X DJG 197,730 253,290
VARIAN INC COMMON 922206107 15,153,000 394,865 X DJG 97,060 297,805
VARIAN SEMICONDUCTOR EQUIPMENT COMMON 922207105 1,909,000 30,000 X DJG 30,000
VARIAN MEDICAL SYSTEMS INC COMMON 92220P105 16,736,000 366,825 X DJG 122,830 243,995
VODAPHONE GROUP PLC SPONSOR ADR COMMON 92857T107 289,000 5,195 X DJG 35 5,160
WALLACE COMMON 932270101 1,152,000 97,500 X DJG 26,600 70,900
WARNER LAMBERT CO COMMON 934488107 1,241,000 12,700 X DJG 12,700
WESTINGHOUSE AIR BRAKE CO COMMON 960386100 11,992,000 1,128,674 X DJG 307,250 821,424
WHITMAN CORP COMMON 96647R107 48,114,000 3,452,150 X DJG 1,636,575 1,815,575
XTRA COMMON 984138107 1,242,000 32,680 X DJG 15,630 17,050
PAGE COLUMN TOTALS
AGGREGATE COLUMN TOTALS 1,573,487,000
</TABLE>
