UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
THIS FILING LISTS SECURITIES HOLDINGS REPORTED ON FORM 13F FILED ON
FEBRUARY 11,1999 PURSUANT TO A REQUEST FOR CONFIDENTIAL TREATMENT AND
FOR WHICH CONFIDENTIAL TREATMENT EXPIRED ON FEBRUARY 17, 2000.
Report for the Calendar Year or Quarter Ended: December 31, 1998
Check here if Amendment [X]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[X] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: M.H. Davidson & Co., L.L.C.
Address: 885 Third Avenue Suite 3300
New York, NY 10022
13F File Number: 28-4666
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: Thomas L. Kempner Jr.
Title: Member
Phone: 212-371-3966
Signature, Place, and Date of Signing:
Thomas L. Kempner Jr. New York February 14, 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>
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 46
Form 13F Information Table Value Total: 930,028,559
List of Other Included Managers:
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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
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------
ALLEGIANCE CS 017475104 37561 805600 SH SOLE 805600
AMERICAN STORES CS 030096101 25535 691300 SH SOLE 691300
AMOCO CS 031905102 114949 1828600 SH SOLE 1828600
AMP INC CS 031897101 75308 1446500 SH SOLE 1446500
BALLARD MEDICAL CS 058566100 1240 51000 SH SOLE 51000
BANKERS TRUST CS 066365107 33013 386400 SH SOLE 386400
BERKSHIRE HATHAWAY CL A CS 084670108 45490 648 SH SOLE 648
BERKSHIRE HATHAWAY CL B CS 084670207 4345 1849 SH SOLE 1849
BOOLE & BABBAGE CS 098586100 7599 259800 SH SOLE 259800
CAPSTAR BROADCASTING CS 14067G105 17627 770600 SH SOLE 770600
CENTENNIAL CELLULAR CS 15133V109 1078 26300 SH SOLE 26300
COMSAT CORP CS 20564D107 4248 118000 SH SOLE 118000
CORRECTION CORP OF AMERICA CS 220256101 705 40000 SH SOLE 40000
CRESTAR FINANCIAL CORP CS 226091106 34612 471300 SH SOLE 471300
DYNATECH - NEW CS 268140100 454 165050 SH SOLE 165050
EASTERN ENVIRONMENTAL CS 276369105 2486 84100 SH SOLE 84100
ELSAG BAILEY CS N2925S101 15803 403900 SH SOLE 403900
ENVOY CORP CS 293982104 14079 241700 SH SOLE 241700
EQUITY CORP. CS 294644109 16283 613000 SH SOLE 613000
FRED MEYER CS 592907109 70770 1174600 SH SOLE 1174600
FRIENDLY'S ICE CREAM - COMMON CS 358497105 202 33352 SH SOLE 33352
First Brands CS 319356101 12170 308600 SH SOLE 308600
GETCHELL GOLD CS 374265106 1545 56700 SH SOLE 56700
GLOBAL TELESYSTEMS CS 37936U104 19791 355000 SH SOLE 355000
HBO & COMPANY (VS MCK) CS 404100109 33011 1150715 SH SOLE 1150715
INTERGRATED MICRO PRODUCTS CS 45812R996 0 42355 SH SOLE 42355
MCI WORLDCOM INC. CS 55268B106 42658 594018 SH SOLE 594018
MID-AMERICAN ENERGY CS 59562V107 269 10000 SH SOLE 10000
MOBILE CORP CS 607059102 871 10000 SH SOLE 10000
NETSCAPE CS 641149109 23811 347600 SH SOLE 347600
ORYX ENERGY CS 68763F100 13786 1025900 SH SOLE 1025900
PROSPECT GROUP CS 742918501 0 489910 SH SOLE 489910
RAYTECH GROUP CS 755103108 669 232600 SH SOLE 232600
RESURGENCE PROPERTIES COMMON ( CS 76126R109 38 767400 SH SOLE 767400
ROSLYN BANCORP CS 778162107 4846 225400 SH SOLE 225400
Rubbermaid Inc CS 781088109 39052 1242200 SH SOLE 1242200
SOFAMOR DANEK CS 834005100 2934 24100 SH SOLE 24100
SOUTHDOWN INC CS 841297104 397 6706 SH SOLE 6706
SUN AMERICA CS 866930100 77203 934500 SH SOLE 934500
THE LEARNING COMPANY CS 522008101 3372 130000 SH SOLE 130000
Tele-Communications Inc Cl-A CS 87924V101 99275 1794800 SH SOLE 1794800
U.S. SATELLITE BROADCASTING CS 912534104 6875 500000 SH SOLE 500000
UNION CAMP CS 905530101 14216 210600 SH SOLE 210600
VANGUARD CELLULAR CS 922022108 9418 365750 SH SOLE 365750
WABASH NATIONAL CS 929566107 423 20805 SH SOLE 20805
XRC Corporation CS 983803107 12 232228 SH SOLE 232228
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