UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 29,2000
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: Delphi Management, Inc.
Address: 50 Rowes Wharf
Suite 540
Boston, MA 02110
13F File Number: 28-99999
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: Samuel Kidston
Title: Analyst
Phone: 617-330-1025
Signature, Place, and Date of Signing:
Samuel Kidston Boston, Massachusetts October 4, 2000
Report Type (Check only one.):
[ 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: 166
Form 13F Information Table Value Total: $1,366,848
List of Other Included Managers: None
<PAGE>
<TABLE> <C> <C>
VALUE INVSTMT OTH VOTING AUTHORITY
NAME OF ISSUE TITLE OF CLASS CUSIP (x$1000) SHARES DSCRETN MGRS SOLE SHARED NONE
ACETO CORP COM COM 004446100 3003 308000 SOLE 308000
AK STEEL HOLDING CORP COM 001547108 2400 256000 SOLE 256000
ALBERTO CULVER A CLASS A 013068200 5351 213500 SOLE 213500
AMERICAN GREETINGS CP CL A CLASS A 026375105 6201 354350 SOLE 354350
AMERICAN INTL GROUP COM COM 026874107 7592 79343 SOLE 79343
AMPAL AMERN ISRAEL CP CL A CLASS A 032015109 532 40500 SOLE 40500
APPLIED MATLS INC COM COM 038222105 3945 66510 SOLE 66510
APPLIED SCIENCE & TECH COM COM 038236105 985 66800 SOLE 66800
APTAR GPOUP INC COM 038336103 299 12500 SOLE 12500
ARNOLD INDS INC COM COM 042595108 2074 122925 SOLE 122925
ARROW ELECTRS INC COM COM 042735100 16473 483600 SOLE 483600
ARVINMERITOR COM 043353101 1547 105300 SOLE 105300
AUTOZONE INC COM 053332102 7991 352200 SOLE 352200
AVNET INC COM COM 053807103 15643 551300 SOLE 551300
AVX CORP NEW COM COM 002444107 1433 55000 SOLE 55000
BANK OF AMERICA CORP COM 060505104 5103 97425 SOLE 97425
BANKNORTH GROUP INC. COM 06646R107 13412 750300 SOLE 750300
BANTA CORP COM COM 066821109 10108 414700 SOLE 414700
BARD C. R. INC. COM 067383109 4071 96350 SOLE 96350
BEAR STEARNS COS INC COM COM 073902108 20045 318170 SOLE 318170
BERKSHIRE HATHAWAY INC CLASS B 084670207 11724 5664 SOLE 5664
BLOCK DRUG INC CL A CLASS A 093644102 7958 184524 SOLE 184524
BP AMOCO P L C SPONSORED ADR 055622104 10 197 SOLE 197
BTU INT'L COM 056032105 3030 205450 SOLE 205450
CABOT OIL & GAS CORP CL A CLASS A 127097103 7285 357550 SOLE 357550
CENTENNIAL COMMUNICATIONS CLASS A 15133V208 972 44200 SOLE 44200
CHARTER COMMUNICATIONS COM 16117M107 16475 1012900 SOLE 1012900
CLAIRE'S STORES INC COM COM 179584107 11948 663800 SOLE 663800
COACHMEN INDS INC COM COM 189873102 3579 342900 SOLE 342900
COCA COLA BOTTLNG CONS COM 191098102 10381 247540 SOLE 247540
COCA COLA CO COM COM 191216100 243 4400 SOLE 4400
COHU INC COM COM 192576106 8308 542535 SOLE 542535
COLONIAL BANCGROUP INC COM 195493309 11611 1119098 SOLE 1119098
COMCAST CORP CL A SPL CLASS A 200300200 23949 585015 SOLE 585015
COMERICA INC COM 200340107 9385 160600 SOLE 160600
COMMUNITY BK SYS INC COM COM 203607106 4075 157100 SOLE 157100
CONOCO INC. COM 208251306 2038 78000 SOLE 78000
COVENANT TRANSPORTATION COM 22284P105 643 69000 SOLE 69000
COX COMMUNICATIONS INC. COM 224044107 8212 214700 SOLE 214700
CROSS TIMBERS OIL CO COM COM 227573102 27121 1413487 SOLE 1413487
D R HORTON INC COM COM 23331A109 8118 472325 SOLE 472325
DANA CORP COM COM 235811106 4155 193250 SOLE 193250
DEVON ENERGY CORP COM COM 25179M103 8087 134444 SOLE 134444
DIME BANCORP COM 25429Q102 69 3200 SOLE 3200
DISNEY WALT CO COM COM 254687106 10946 286182 SOLE 286182
DUKE REALTY INVT COM 264411505 4304 178400 SOLE 178400
EASTERN CO COM 276317104 101 8700 SOLE 8700
ELBIT SYS LTD ORD ORD M3760D101 950 66400 SOLE 66400
ELECTROGLAS INC COM COM 285324109 4076 238900 SOLE 238900
EMERSON ELECTRIC CO COM 291011104 670 10000 SOLE 10000
ENGELHARD CORP. COM 292845104 312 19200 SOLE 19200
ENNIS BUSINESS FORMS COM COM 293389102 1910 252512 SOLE 252512
EOG RESOURCES COM 26875P101 14765 379800 SOLE 379800
EQUITY OFFICE PROPERTIES COM 294741103 5827 187600 SOLE 187600
FEDERATED DEPT STORES COM 31410H101 10871 416100 SOLE 416100
FEDEX CORP. COM 31428X106 16051 362000 SOLE 362000
FIRST ESSEX BANCORP COM COM 320103104 4064 192400 SOLE 192400
FLEETBOSTON FINANCIAL COM 339030108 70 1800 SOLE 1800
GABLES RESIDENTIAL TR SH BEN INT 362418105 8337 306650 SOLE 306650
GANNETT INC COM COM 364730101 8366 157850 SOLE 157850
GENERAL DYNAMICS COM 369550108 16784 267200 SOLE 267200
GENUINE PARTS CO COM 372460105 2674 140300 SOLE 140300
GEORGIA PACIFIC COM 373298108 5487 233500 SOLE 233500
GLOBAL MARINE INC COM COM 379352404 20408 661000 SOLE 661000
GOLDMAN SACHS COM 38141G104 7309 64150 SOLE 64150
GORMAN RUPP CO COM 383082104 1422 86500 SOLE 86500
GREY ADVERTISING INC COM 397838103 25238 40721 SOLE 40721
HARTE HANKS INC. COM 416196103 15353 563400 SOLE 563400
HEARST-ARGYLE TELEVISN COM 422317107 10167 508350 SOLE 508350
HILTON HOTELS CORP COM 432848109 4455 385300 SOLE 385300
HONEYWELL INTERNATIONAL COM 438516106 7132 200200 SOLE 200200
HUBBELL INC CL B CLASS B 443510201 6931 276550 SOLE 276550
IMPERIAL BANCORP COM 452556103 461 24100 SOLE 24100
INFORMATION HLDGS COM 456727106 4519 127525 SOLE 127525
INGERSOLL RAND COM 456866102 4035 119100 SOLE 119100
INTEGRATED SILIC SOLTN COM 45812P107 577 40700 SOLE 40700
INTEL CORP COM COM 458140100 861 20720 SOLE 20720
INTERPUBLIC GROUP COM 460690100 14706 431750 SOLE 431750
INVISION TECHNOLOGIES COM 461851107 86 22300 SOLE 22300
IPC HLDGS LTD ORD ORD G4933P101 9745 526775 SOLE 526775
JOHNSON CTLS INC COM 478366107 10781 202700 SOLE 202700
KEMET CORP. COM 488360108 12530 453575 SOLE 453575
KLA-TENCOR CORP COM COM 482480100 7484 181700 SOLE 181700
KNIGHT RIDDER INC COM COM 499040103 14689 289075 SOLE 289075
KULICKE AND SOFFA IND. COM 501242101 7657 575200 SOLE 575200
LAKEHEAD PIPELINE COM 511557100 2556 61600 SOLE 61600
LAM RESEARCH COM 512807108 1958 93500 SOLE 93500
LEAR CORP COM COM 521865105 4863 236500 SOLE 236500
LEE ENTERPRISES INC COM COM 523768109 13345 462150 SOLE 462150
LENNAR CORP COM COM 526057104 11584 390200 SOLE 390200
LITTON INDS INC COM COM 538021106 12566 281200 SOLE 281200
LNR PPTY CORP COM COM 501940100 8222 371600 SOLE 371600
LOUIS DREYFUS COM 546011107 3602 90900 SOLE 90900
LSI LOGIC CORP COM COM 502161102 9499 324750 SOLE 324750
LTX CORP COM COM 502392103 360 19000 SOLE 19000
MAF BANCORP INC COM COM 55261R108 4897 196850 SOLE 196850
MASCO CORP COM 574599106 4194 225200 SOLE 225200
MATRIX SERVICES COM 576853105 139 28200 SOLE 28200
MAY DEPT STORES CO COM COM 577778103 5310 259037 SOLE 259037
MCCLATCHY CO CL A CLASS A 579489105 14852 422074 SOLE 422074
MCGRAW HILL COS INC COM COM 580645109 22263 350250 SOLE 350250
MEDIAONE GRP COM 58440J500 6853 183965 SOLE 183965
MEREDITH CORP. COM 589433101 3744 126900 SOLE 126900
MORGAN STAN DEAN WITTR COM 617446448 9750 106627 SOLE 106627
MOVADO GROUP INC COM COM 624580106 2664 153350 SOLE 153350
NABORS INDUSTRIES COM 629568106 13572 259007 SOLE 259007
NEWS CORP LTD ADR NEW COM 652487703 7718 137665 SOLE 137665
NORSK HYDRO A S ADR 656531605 5508 130180 SOLE 130180
NORTH FORK BANCORP COM 659424105 13308 615400 SOLE 615400
NU HORIZONS ELECTRS CP COM 669908105 3588 129021 SOLE 129021
NUCOR CORPORATION COM 670346105 6450 214100 SOLE 214100
OFFSHORE LOGISTICS INC COM 676255102 5286 295700 SOLE 295700
ORIENT EXPRESS HOTELS COM G67743107 6639 344900 SOLE 344900
OUTBACK STEAKHOUSE COM 689899102 353 13000 SOLE 13000
PENTON MEDIA INC COM COM 709668107 7664 278679 SOLE 278679
PEPSI BOTTLING GROUP COM COM 713409100 17768 591050 SOLE 591050
PLUM CREEK TIMBER COM 729251108 9961 446450 SOLE 446450
POLO RALPH LAUREN CLASS A 731572103 4522 280450 SOLE 280450
PRIZE ENERGY COM 74267L106 3190 169000 SOLE 169000
RENAISSANCE RE HLDGS COM G7496G103 20998 328410 SOLE 328410
ROSS STORES INC COM COM 778296103 10258 713600 SOLE 713600
ROWAN COS INC COM COM 779382100 14168 488550 SOLE 488550
RYANS FAMILY STK HSE COM COM 783519101 9283 1207600 SOLE 1207600
SANTA FE INTL CORP ORD ORD G7805C108 21290 472450 SOLE 472450
SCHULTZ SAV O STORES COM COM 808196109 4307 400650 SOLE 400650
SCITEX LTD ORD ORD 809090103 802 64800 SOLE 64800
SCRIPPS E W CO OHIO CL A CLASS A 811054204 16219 300350 SOLE 300350
SIFCO INDS INC COM COM 826546103 852 146500 SOLE 146500
SMITH CHARLES RESIDNTL COM 832197107 16813 370525 SOLE 370525
SOUTHDOWN INC COM COM 841297104 11999 168400 SOLE 168400
SOUTHTRUST CORP COM 844730101 3813 121300 SOLE 121300
SOVEREIGN BANCORP INC COM COM 845905108 8951 967698 SOLE 967698
SOVEREIGN CONVERTIBLE PREF. COM 845905306 1216 21175 SOLE 21175
SOVRAN SELF STORAGE COM COM 84610H108 8085 394400 SOLE 394400
SPS TECHNOLOGIES COM 784626103 6252 128900 SOLE 128900
ST JOE CO COM COM 790148100 15133 545350 SOLE 545350
STARRETT L S CO CL A CLASS A 855668109 2591 134600 SOLE 134600
STEPAN CO. COM 858586100 502 25000 SOLE 25000
TALISMAN ENERGY INC COM 87425E103 5855 167000 SOLE 167000
TELE COMMUNICATNS INC COM 001957208 8572 476200 SOLE 476200
TELEDYNE TECH COM 879360105 2304 79100 SOLE 79100
TEPPCO PARTNERS L P UT LTD PART 872384102 5506 207300 SOLE 207300
TERADYNE INC COM COM 880770102 4525 129282 SOLE 129282
TEXAS INDS INC COM COM 882491103 4101 128650 SOLE 128650
TEXTRON INC. COM 883203101 10799 234135 SOLE 234135
TIDEWATER INC. COM 886423102 18428 405000 SOLE 405000
TIME WARNER TELECOM CLASS A 887319101 6020 124600 SOLE 124600
TOLL BROTHERS INC COM COM 889478103 14185 412650 SOLE 412650
TOMPKINS CNTY TRUSTCO COM COM 890110109 1482 51100 SOLE 51100
TOWER SEMICONDUCTOR ORD ORD M87915100 609 27700 SOLE 27700
UNION PLANTERS CORP COM COM 908068109 8044 243308 SOLE 243308
UNITED FIRE & CAS CO COM COM 910331107 3234 187461 SOLE 187461
UNITED STATES CELLULAR COM COM 911684108 17064 243770 SOLE 243770
UNITED TELEVISION INC COM COM 913066106 9056 61605 SOLE 61605
UNOCAL CORP COM COM 915289102 15328 432530 SOLE 432530
US FREIGHTWAYS COM 916906100 6294 277400 SOLE 277400
USA NETWORKS COM 902984103 7812 356100 SOLE 356100
VARCO INT'L COM 922126107 673 32320 SOLE 32320
VARIAN SEMICONDUCTOR COM 922207105 8717 232850 SOLE 232850
VIACOM INC CL B CLASS B 925524308 8786 150180 SOLE 150180
VINTAGE PETE INC COM COM 927460105 16638 731350 SOLE 731350
WARREN BANCORP INC COM COM 934710104 1216 152000 SOLE 152000
WASHINGTON POST CO CL B CLASS B 939640108 19337 36631 SOLE 36631
WEBSTER FINL CORP CONN COM COM 947890109 14549 540100 SOLE 540100
WELLS FARGO & CO COM 949746101 7568 164750 SOLE 164750
WILLIAMS COMPANIES INC COM 969457100 1960 46400 SOLE 46400
XL CAP LTD CL A CLASS A G98255105 19240 261775 SOLE 261775
</TABLE>
