FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2000
Institutional Investment Manager Filing this Report:
NAME: Glickenhaus & Co.
ADDRESS: Six East 43rd Street
New York, NY 10017
13F File Number:
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: Linda Anderson
Title: Director and Principal
Phone: 212-953-7872
Signature, Place, and Date of Signing:
Linda Anderson New York, NY July 26, 2000
Report Type Type:
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE
ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
REPORT SUMMARY:
NUMBER OF OTHER INCLUDED MANAGERS: 0
FORM 13F INFORMATION TABLE ENTRY TOTAL: 187
FORM 13F INFORMATION TABLE VALUE TOTAL: $825,558,000
LIST OF OTHER INCLUDED MANAGERS:
NO. 13F FILE NUMBER NAME
<PAGE>
<TABLE> <C> <C>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
3 COM CORP COM COM 885535104 1008 17500 SH SOLE 15000 0 2500
ACTIVEWORLDS COM INC COM NEW COM 00504X207 54 28000 SH SOLE 6000 0 22000
ACTIVEWORLDS COM INC WT SER B WARRANT AND RIGH 00504X116 15 35400 SH SOLE 8900 0 26500
ADOBE SYS INC COM 00724F101 14495 111500 SH SOLE 103100 0 8400
ADVANCED FIBRE COMM INC COM COM 00754A105 1690 37300 SH SOLE 33000 0 4300
ADVO INC COM 007585102 205 4900 SH SOLE 400 0 4500
AFFYMETRIX INC OC-CAP STK COM 00826T108 2625 15900 SH SOLE 14900 0 1000
AK STL HLDG CORP COM COM 001547108 82 10227 SH SOLE 2406 0 7821
AKER RGI 5.25 07/23/02 CONVERTIBLE BOND 401996W66 503 500000 PRN SOLE 500000 0 0
ALCOA, INC. COM 013817101 3651 125900 SH SOLE 30400 0 95500
ALLMERICA FINL CORP COM 019754100 1027 19600 SH SOLE 3600 0 16000
ALTERA CORP COM COM 021441100 14771 144900 SH SOLE 57000 0 87900
AMERICA ONLINE INC COM COM 02364J104 579 11000 SH SOLE 11000 0 0
AMERICAN HOME PRODS CORP COM 026609107 3070 52250 SH SOLE 5000 0 47250
AMGEN INC COM 031162100 4981 70900 SH SOLE 61400 0 9500
AMR CORP DEL COM 001765106 2289 86582 SH SOLE 22782 0 63800
ANADARKO PETE CORP COM COM 032511107 247 5000 SH SOLE 0 0 5000
APP FINANCE VI MAURITIUS LTD 0 CONVERTIBLE BOND 00202NAA3 9370 55115000 PRN SOLE 50440000 0 4675000
APPLIED MATLS INC COM 038222105 12216 134800 SH SOLE 123700 0 11100
APT SATELLITE HLDGS LTD SPONSO COM 00203R105 325 68500 SH SOLE 39400 0 29100
ARIBA, INC. COM 04033V104 785 8000 SH SOLE 7000 0 1000
ASSOCIATES FIRST CAP CORP CL A COM 046008108 881 39500 SH SOLE 14600 0 24900
AT&T CORP COM 001957109 7445 234027 SH SOLE 92849 0 141178
AUTODIE CORP SDCV 7.000 5/01/1 CONVERTIBLE BOND 052770AA2 34 675000 PRN SOLE 675000 0 0
AVIRON COM COM 053762100 772 25000 SH SOLE 25000 0 0
AVIS RENT A CAR INC COM COM 053790101 3898 207900 SH SOLE 41500 0 166400
BACKBONE SOFTWARE INC COM 422 50000 SH SOLE 50000 0 0
BANK OF AMERICA COM 060505104 1641 37835 SH SOLE 25100 0 12735
BEAR STEARNS COS INC COM 073902108 8861 212883 SH SOLE 58397 0 154486
BECTON DICKINSON & CO COM 075887109 5063 176500 SH SOLE 37900 0 138600
BEDFORD PPTY INVS INC COM PAR COM 076446301 249 13400 SH SOLE 3700 0 9700
BELO A H CORP COM SER A COM 080555105 566 32700 SH SOLE 1200 0 31500
BEVERLY ENTERPRISES INC COM NE COM 087851309 166 59129 SH SOLE 6900 0 52229
BLOCK H & R INC COM 093671105 7411 228900 SH SOLE 66600 0 162300
BRANDYWINE RLTY TR SH BEN INT COM 105368203 581 30400 SH SOLE 0 0 30400
BRISTOL MYERS SQUIBB CO COM 110122108 19712 338400 SH SOLE 93800 0 244600
BUDGET GROUP INC CL A COM 119003101 94 22700 SH SOLE 4300 0 18400
BURLINGTON RESOURCES INC COM 122014103 21925 573200 SH SOLE 257200 0 316000
CABLEVISION SYS CORP CL A COM 12686C109 4140 61000 SH SOLE 16800 0 44200
CABOT OIL & GAS CORP COM 127097103 212 10000 SH SOLE 10000 0 0
CANADIAN HOTL INCM PPTY REITUN COM 135928109 1232 191088 SH SOLE 191088 0 0
CANADIAN PAC LTD NEW COM 135923100 270 10300 SH SOLE 2500 0 7800
CAPSTAR HOTEL CO NOTE 4.750 10 CONVERTIBLE BOND 140918AC7 743 1000000 PRN SOLE 1000000 0 0
CAPSTEAD MTG CORP PFD B CV $1. CONVERTIBLE PREF 14067E308 3885 393400 SH SOLE 341500 0 51900
CENTURYTEL, INC COM 156700106 1107 38500 SH SOLE 17700 0 20800
CHESAPEAKE ENERGY CORP COM COM 165167107 126 16000 SH SOLE 0 0 16000
CII FINL INC SDCV 7.500 9/15/0 CONVERTIBLE BOND 12551LAB7 282 400000 PRN SOLE 300000 0 100000
CISCO SYSTEMS INC. COM 17275R102 20232 318300 SH SOLE 240600 0 77700
CITIGROUP INC. COM 172967101 11932 197421 SH SOLE 60804 0 136617
CMS ENERGY 8.75 CONV PFD 07/01 CONVERTIBLE PREF 125896308 12267 438100 SH SOLE 400500 0 37600
COGNEX CORP COM COM 192422103 2562 49500 SH SOLE 45300 0 4200
CONNECTICUT BANCORP INC COM 207534108 0 10000 SH SOLE 10000 0 0
CONOCO INC CL A COM 208251306 2339 106300 SH SOLE 48200 0 58100
CONTINENTAL AIRLS INC CL B COM 210795308 2942 62600 SH SOLE 24200 0 38400
CORNING INC COM 219350105 405 1500 SH SOLE 1500 0 0
CORPORATE OFFICE PPTYS TR COM COM 22002T108 4821 524700 SH SOLE 514700 0 10000
COUNTRYWIDE CR INDS INC COM 222372104 15800 521225 SH SOLE 359352 0 161873
D R HORTON INC COM COM 23331A109 488 36000 SH SOLE 26200 0 9800
DAIMLERCHRYSLER AG ORD COM D1668R123 11209 215299 SH SOLE 134368 0 80931
DELPHI FINL GROUP INC CL A COM 247131105 829 24434 SH SOLE 22602 0 1832
DIAMOND OFFSHORE DRILLNG INCCO COM 25271C102 5195 147900 SH SOLE 84200 0 63700
DOLLAR THRIFTY AUTOMOTIVE-W.I. COM 256743105 1874 101662 SH SOLE 25962 0 75700
DOW CHEMICAL CORP COM 260543103 2083 68000 SH SOLE 43600 0 24400
DU PONT E I DE NEMOURS CO COM 263534109 2609 59364 SH SOLE 38400 0 20964
DUN & BRADSTREET CORP DEL COM COM 26483B106 4390 153375 SH SOLE 20100 0 133275
E M C CORP MASS COM COM 268648102 10765 139800 SH SOLE 91100 0 48700
EMCORE CORP COM COM 290846104 2520 21000 SH SOLE 16300 0 4700
ENSCO INTL INC COM 26874Q100 6407 178600 SH SOLE 107700 0 70900
ENVRNMNTL REMEDIATN HLD CRP CO COM 29406V100 11 350000 SH SOLE 350000 0 0
EOG RESOURCES INC. COM 26875P101 4337 129449 SH SOLE 63100 0 66349
EQUITY OFFICE PPTYS TR COM COM 294741103 1284 46096 SH SOLE 14136 0 31960
EVERCEL INC COM COM 299759100 1620 117800 SH SOLE 102800 0 15000
EXODUS COMMUNICATIONS INC COM 302088109 7950 172600 SH SOLE 154600 0 18000
EXXON CORPORATION COM 30231G102 423 5388 SH SOLE 0 0 5388
FANNIE MAE COM 313586109 5043 96400 SH SOLE 86000 0 10400
FIRST INDL RLTY TR INC COM 32054K103 62368 2114157 SH SOLE 1838700 0 275457
FNM JAN01 CALL @80 OPTION - CALL 31358Y9AP 2 130 SH CALL SOLE 130 0 0
FNMA CALL JAN02 @80 OPTION - CALL 31358W9AP 29 120 SH CALL SOLE 120 0 0
FORD MOTOR COM 345370100 15669 364400 SH SOLE 227200 0 137200
FORT JAMES CORPORATION COM 347471104 2400 103800 SH SOLE 11400 0 92400
FOX ENTERTAINMENT GRP INC. A COM 35138T107 3943 129800 SH SOLE 49800 0 80000
GENE LOGIC INC COM COM 368689105 1217 34100 SH SOLE 33100 0 1000
GENERAL ELEC CO COM 369604103 503 9600 SH SOLE 0 0 9600
GENERAL MTRS CORP COM 370442105 8079 139301 SH SOLE 54285 0 85016
GENERAL MTRS CORP CL H NEW COM 370442832 4346 148596 SH SOLE 57408 0 91188
GEORGIA PAC CORP COM COM 373298108 289 11000 SH SOLE 4200 0 6800
GIBRALTAR STL CORP COM 37476F103 1865 133200 SH SOLE 114600 0 18600
GLOBAL CROSSING LTD COM G3921A100 1468 55800 SH SOLE 44200 0 11600
GLOBAL MARINE INC NEW COM 379352404 8532 302700 SH SOLE 176200 0 126500
GULF CDA RES LTD ORD COM 40218L305 8403 1746000 SH SOLE 634600 0 1111400
HAYES LEMMERZ INTL COM 420781106 943 78200 SH SOLE 70000 0 8200
HCA-THE HEALTHCARE COMPANY COM 404119109 394 12800 SH SOLE 2600 0 10200
HERTZ CORP CL A COM 428040109 1706 60800 SH SOLE 21400 0 39400
HILTON HOTELS CORP COM COM 432848109 140 14960 SH SOLE 10300 0 4660
HOST MARRIOTT CORP NEW COM COM 44107P104 230 24504 SH SOLE 0 0 24504
HOUSEHOLD INTL INC COM COM 441815107 1820 43800 SH SOLE 14000 0 29800
HUMAN GENOME SCIENCES INC COM COM 444903108 4035 30250 SH SOLE 26900 0 3350
I B M COM 459200101 14129 128954 SH SOLE 52132 0 76822
ICN PHARMACEUTICAL INC NEW COM 448924100 6409 230444 SH SOLE 132520 0 97924
IMC GLOBAL INC COM 449669100 612 47100 SH SOLE 17200 0 29900
IMCLONE SYS INC COM 45245W109 2821 36900 SH SOLE 31900 0 5000
IMMUNEX CORP NEW COM COM 452528102 1839 37200 SH SOLE 34500 0 2700
INTEL CORP COM 458140100 28255 211350 SH SOLE 133850 0 77500
INTERNATIONAL PAPER CO COM 460146103 2075 69600 SH SOLE 47100 0 22500
ISTAR FINL INC COM COM 45031U101 766 36570 SH SOLE 11500 0 25070
JDS UNIPHASE COM COM 46612J101 7677 64040 SH SOLE 28740 0 35300
K MART CORP COM 482584109 109 15800 SH SOLE 3700 0 12100
LENNAR CORP COM 526057104 1673 82600 SH SOLE 71100 0 11500
LEXINGTON CORPORATE PPTYS TRCO COM 529043101 733 65500 SH SOLE 13400 0 52100
LEXMARK INTL GROUP INC CL A COM 529771107 504 7500 SH SOLE 6400 0 1100
LIBERTY PPTY TR SH BEN INT COM 531172104 1172 45200 SH SOLE 31200 0 14000
LOCKHEED MARTIN CORP COM COM 539830109 241 9700 SH SOLE 5900 0 3800
MACK CALI RLTY CORP COM COM 554489104 5924 230600 SH SOLE 93600 0 137000
MEDIMMUNE INC COM COM 584699102 2509 33900 SH SOLE 29400 0 4500
MERISTAR HOSPITALITY CORP COM COM 58984Y103 3249 154700 SH SOLE 102600 0 52100
MERISTAR HOTELS & RESORTS INCO COM 589988104 90 31153 SH SOLE 7815 0 23338
MERRILL LYNCH & CO INC COM 590188108 12156 105700 SH SOLE 54284 0 51416
METLIFE INC COM 59156R108 22111 1049800 SH SOLE 420100 0 629700
METROMEDIA INTL GROUP INC PFD CONVERTIBLE PREF 591695200 216 7700 SH SOLE 2800 0 4900
MICRON TECHNOLOGY INC COM 595112103 19673 223400 SH SOLE 115020 0 108380
MICROSOFT CORP COM 594918104 2512 31400 SH SOLE 29100 0 2300
MILLENNIUM PHARMACTCLS INC COM COM 599902103 4475 40000 SH SOLE 35500 0 4500
MINIMED INC COM COM 60365K108 1322 11200 SH SOLE 8500 0 2700
MISSOURI KANS TEX RR CO NON IN COM 606113207 224 3798 SH SOLE 3798 0 0
MONDAVI ROBERT CORP CL A COM 609200100 537 17500 SH SOLE 17500 0 0
NEOTHERAPEUTICS INC COM COM 640656104 160 15000 SH SOLE 15000 0 0
NEWS CORP LTD ADR SPONS PREF COM 652487802 20959 441250 SH SOLE 152400 0 288850
NOBLE DRILLING CORP COM 655042109 15071 365910 SH SOLE 202390 0 163520
NOKIA CORP SPONSORED ADR COM 654902204 4303 85950 SH SOLE 75650 0 10300
NOVELL INC COM COM 670006105 1282 138600 SH SOLE 26800 0 111800
NTL INC COM 629407107 476 7951 SH SOLE 6258 0 1693
NUEVO ENERGY CO COM 670509108 272 14400 SH SOLE 2700 0 11700
OCEAN ENERGY INC. COM 67481E106 968 68200 SH SOLE 59400 0 8800
OFFICE DEPOT INC COM COM 676220106 6378 1020400 SH SOLE 753800 0 266600
OMNICARE INC COM COM 681904108 115 12700 SH SOLE 1900 0 10800
ORACLE SYS CORP COM 68389X105 2850 33900 SH SOLE 27500 0 6400
PACIFIC GULF PPTYS INC COM COM 694396102 594 23700 SH SOLE 5300 0 18400
PARTY CITY CORP COM COM 702145103 203 75000 SH SOLE 75000 0 0
PEAK INTERNATIONAL LIMITED ORD COM G69586108 109 15500 SH SOLE 7800 0 7700
PEAK TRENDS TRUST CONV PREF CONVERTIBLE PREF 70468N107 3122 446000 SH SOLE 351200 0 94800
PETRO-CDA COM 71644E102 1851 97100 SH SOLE 32900 0 64200
PHELPS DODGE CORP COM 717265102 372 10000 SH SOLE 10000 0 0
POTASH CORP SASK INC COM 73755L107 1225 22200 SH SOLE 3500 0 18700
PRIME HOSPITALITY CORP COM 741917108 2563 271600 SH SOLE 21600 0 250000
QUESTCOR PHARMACEUTICALS INCCO COM 74835Y101 34 17900 SH SOLE 17900 0 0
R & B FALCON CORP COM 74912E101 10003 424531 SH SOLE 235549 0 188982
RAMBUS INC DEL COM COM 750917106 1566 15200 SH SOLE 13600 0 1600
RELIASTAR FINL CORP COM 75952U103 8369 159600 SH SOLE 44800 0 114800
REPUBLIC SERVICES INC COM 760759100 3890 243100 SH SOLE 64100 0 179000
ROCKWELL INTL CORP NEW COM COM 773903109 1556 49400 SH SOLE 5100 0 44300
ROLLINS TRUCK LEASING CORP COM 775741101 225 32500 SH SOLE 24500 0 8000
SABRE HLDGS CORP CL A COM 785905100 3627 127246 SH SOLE 68202 0 59044
SAKS INC COM COM 79377W108 110 10500 SH SOLE 6900 0 3600
SBS BROADCASTING ORD COM L8137F102 284 5218 SH SOLE 1500 0 3718
SEACOR SMIT INC COM 811904101 760 19650 SH SOLE 13500 0 6150
SEMCO ENERGY INC. 11% PFD 8/16 PREFERRED STOCKS 78412D307 1477 141500 SH SOLE 77600 0 63900
SIEBEL SYS INC COM COM 826170102 1636 10000 SH SOLE 7500 0 2500
SINCLAIR BROADCAST GROUP INCCL COM 829226109 6744 613100 SH SOLE 167800 0 445300
SK TELECOM LTD ADR SPONSORED COM 78440P108 4554 125400 SH SOLE 69400 0 56000
SOVEREIGN CAP TR 7.50 11/15/29 PREFERRED STOCKS 845905306 500 10000 SH SOLE 10000 0 0
SUN MICROSYSTEMS INC COM 866810104 12526 137740 SH SOLE 124540 0 13200
TELEFONOS DE MEXICO ADR COM 879403400 43 15748 SH SOLE 0 0 15748
TELEWEST FINANCE TWT 6.000% 07 CONVERTIBLE BOND 879563AA2 0 2000000 PRN SOLE 2000000 0 0
TESORO PFD A CONVERTIBLE PREF 881609408 931 85600 SH SOLE 36700 0 48900
TEXAS INSTRS INC COM 882508104 31868 463960 SH SOLE 328840 0 135120
TIME WARNER INC COM 887315109 4560 60000 SH SOLE 8600 0 51400
TJX COS INC NEW COM 872540109 2213 118000 SH SOLE 59600 0 58400
TOSCO CORP COM NEW COM 891490302 1823 64400 SH SOLE 5400 0 59000
TRANSOCEAN SEDCO FOREX INC COM COM G90078109 8764 164000 SH SOLE 85900 0 78100
TRANSWITCH CORP COM COM 894065101 386 5000 SH SOLE 5000 0 0
TRINITY INDS INC COM 896522109 2858 154500 SH SOLE 80400 0 74100
TRITON ENERGY LTD CL A ORD COM G90751101 1093 27800 SH SOLE 2400 0 25400
TYSON FOODS INC CL A COM 902494103 88 10000 SH SOLE 4700 0 5300
U S INDS INC NEW COM 912080108 851 70200 SH SOLE 10200 0 60000
UNIGENE LABS INC COM COM 904753100 1703 592400 SH SOLE 498100 0 94300
UNION PAC CORP COM 907818108 481 12820 SH SOLE 2000 0 10820
UNION PAC RES GROUP INC COM 907834105 4620 210000 SH SOLE 99700 0 110300
UNITEDGLOBALCOM 7% SERIES D CONVERTIBLE PREF 913247805 267 6000 SH SOLE 6000 0 0
USG CORP NEW COM 903293405 38196 1257484 SH SOLE 969268 0 288216
VANGUARD INDEX TR 500 INDEX FD MUTUAL FUNDS 922908108 208 1548 SH SOLE 0 0 1548
VERITAS SOFTWARE CO COM 923436109 11509 101825 SH SOLE 92350 0 9475
VIACOM INC CL B COM 925524308 377 5533 SH SOLE 434 0 5099
VISTEON CORP COM COM 92839U107 515 42454 SH SOLE 24509 0 17945
WASTE MGMT INC DEL COM COM 94106L109 659 34700 SH SOLE 26400 0 8300
WEYERHAEUSER CO COM COM 962166104 344 8000 SH SOLE 8000 0 0
YAHOO INC COM COM 984332106 8312 67100 SH SOLE 60400 0 6700
YOUNG BROADCASTING INC CL A COM 987434107 1718 66900 SH SOLE 4800 0 62100
</TABLE>
