UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Quarter Ended: March 31, 1999
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing Report:
Name: Renaissance Investment Management
Address: 625 Eden Park Drive
Suite 1200
Cincinnati, OH 45202
13F File Number: 28-4884
The institutional investment manager filing this report and the
person 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: Louis A. Jung
Title: Vice President
Phone: 513-723-4500
Email: [email protected]
Signature, Place, and Date of Signing:
Louis A. Jung Cincinnati, Ohio April 28, 1999
Report Type (Check only one.):
[X] 13F Holdings Report.
[ ] 13F Notice.
[ ] 13f Combination Report.
List of other Managers Reporting for this Manager:
NONE
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE
ACT of 1934.
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 142
Form 13F Information Table Value Total: $1,077,099,000.
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FORM 13F INFORMATION SHEET 3/31/1999
Renaissance Investment Management
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANGERS SOLE SHARED NONE
A.G. Edwards, Inc. Common 281760108 3543 108419 SH Sole 108419
Abercombie and Fitch Company Common 002896207 5491 59525 SH Sole 59525
Adobe Systems, Inc. Common 00724F101 555 9775 SH Sole 9775
Advance Paradigm, Inc. Common 007491103 329 5205 SH Sole 5205
AFC Cable Systems, Inc. Common 000950105 317 10648 SH Sole 10648
Allstate Corporation Common 020002101 10688 288374 SH Sole 288374
Ambac, Inc. Common 023139108 13311 246491 SH Sole 246491
Amerada Hess Corporation Common 023551104 7728 151909 SH Sole 139609 12300
American Eagle Outfitters Common 02553D108 539 7520 SH Sole 7520
American Power Conversion Common 029066107 2238 82895 SH Sole 82895
American Telephone and TelegrapCommon 001957109 4422 55406 SH Sole 43706 11700
Asia Satellite Telecomm. Common 04516X106 293 19035 SH Sole 19035
Autodesk, Inc. Common 052769106 2467 60995 SH Sole 60995
Banco De Galicia Y Buenos AiresCommon 059538207 292 18160 SH Sole 18160
Barclays Bank PLC-Spons ADR Common 06738E204 338 2960 SH Sole 2960
BMC Software, Inc. Common 055921100 15886 428627 SH Sole 406027 22600
Brightpoint Inc. Common 109473108 77 12965 SH Sole 12965
Bristol Myers Squibb Common 110122108 13099 204272 SH Sole 186972 17300
Business Objectives S.A. Common 12328X107 491 16530 SH Sole 16530
Cadence Design Systems, Inc. Common 127387108 1848 71770 SH Sole 71770
Carnival Corporation Common 143658102 2995 61676 SH Sole 61676
Case Corporation Common 14743R103 5744 226358 SH Sole 209958 16400
Centex Construction Products Common 15231R109 312 8975 SH Sole 8975
Check Point Software Inc. Common M22465104 859 19970 SH Sole 19970
Cisco Systems, Inc. Common 17275R102 4658 42510 SH Sole 32710 9800
Citrix Systems, Inc. Common 177376100 3987 104565 SH Sole 104565
Clayton Homes, Inc. Common 184190106 2873 259695 SH Sole 259695
Coastal Corporation Common 190441105 13202 400071 SH Sole 371371 28700
Comair Holdings, Inc. Common 199789108 21443 907643 SH Sole 869243 38400
Companhia Brasileira De DistribCommon 20440T201 211 14415 SH Sole 14415
Compaq Computer Corp. Common 204493100 892 28150 SH Sole 28150
Computer Assoc. Intl. Common 204912109 14575 409838 SH Sole 387238 22600
Compuware Corporation Common 205638109 2422 101445 SH Sole 101445
Consolidated Graphics, Inc Common 209341106 317 5495 SH Sole 5495
Cordant Technologies, Inc. Common 218412104 17571 441344 Sh Sole 419344 22000
Core Laboratories N.V. Common N22717107 235 13335 SH Sole 13335
Countrywide Credit Industries. Common 222372104 6663 177674 SH Sole 165074 12600
Crane Company Common 224399105 2394 98988 SH Sole 98988
CRH PLC Sponsored ADR Common 12626K203 273 15370 SH Sole 15370
Crystal Systems Solutions Common M26763108 153 20175 SH Sole 20175
Dayton Hudson Corp. Common 239753106 241611 362637 SH Sole 347437 15200
Dell Computer Corp. Common 247025109 1076 26320 SH Sole 26320
Dime Bancorp, Inc Common 25429Q102 8684 374497 SH Sole 340997 33500
Ecsoft Group PLC Spons ADR Common 279240105 272 8540 SH Sole 8540
El Paso Energy Corp. Common 283905107 10746 328740 SH Sole 308840 19900
Electrolux AB-ADR Common 010198208 212 5365 SH Sole 5365
Electronic Arts, Inc. Common 285512109 3399 71555 SH Sole 71555
EMC Corporation Common 268648102 26931 210809 SH Sole 203159 7650
Fairfield Comm., Inc. Common 304231301 182 20350 SH Sole 20350
Family Dollar Stores Common 307000109 4301 186985 SH Sole 186985
Fleetwood Enterprises Common 339099103 344 12000 SH Sole 12000
Flextronics International, LTD Common Y2573F102 325 6365 SH Sole 6365
Fluor Corporation Common 343861100 10476 387990 SH Sole 387990
Ford Motor Company Common 345370100 17559 309751 SH Sole 293151 16600
Gannett, Inc. Common 364730101 17401 276206 SH Sole 261406 14800
General Dynamics Common 369550108 23329 363094 SH Sole 343094 20000
General Motors Corp. Common 370442105 14716 169149 SH Sole 156049 13100
Georgia Pacific Corp. Common 373298108 9177 123590 SH Sole 110490 13100
Gilat Satellite Networks LTD Common M51474100 285 4745 SH Sole 4745
Grupo Financiero Bancomer SP Common 400486304 33 105000 SH Sole 105000
Guidant Corporation Common 401698105 5619 92875 SH Sole 92875
Health Management Assoc., Inc. Common 421933102 629 51651 SH Sole 51651
Hon Industries, Inc. Common 438092108 2015 91835 SH Sole 91835
IBP, Inc. Common 449223106 5516 296177 SH Sole 296177
Industrie Natuzzi SPA-Spon ADR Common 456478106 169 10250 SH Sole 10250
Investment Technology Group Common 461450108 216 4250 SH Sole 4250
Iona Technologies PLC-ADR Common 46206P109 251 8275 SH Sole 8275
Johnson Controls, Inc. Common 478366107 1568 25140 SH Sole 25140
Jones Apparel Group, Inc Common 480074103 26281 940708 SH Sole 871108 69600
Kansas City Southern IndustriesCommon 485170104 4490 78765 SH Sole 78765
Keane, Inc. Common 486665102 2105 98750 SH Sole 98750
Laboratorio Chile-ADR Common 50540H104 264 17050 SH Sole 17050
Lehman Brothers Holdings Common 524908100 12136 203113 SH Sole 189913 13200
Lexmark International Group Common 529771107 5858 52365 SH Sole 52365
Lincoln National Corp. Common 534187109 20598 208327 SH Sole 197027 11300
Liz Claiborne, Inc. Common 539320101 6483 198719 SH Sole 181919 16800
Loew's Companies, Inc. Common 548661107 13586 224560 SH Sole 224560
Morgan Stanley Dean Witter & CoCommon 617446448 26521 265380 SH Sole 253680 11700
Magna International, Inc. Common 559222401 2128 36675 SH Sole 36675
Marriott International, Inc. ClCommon 571903202 268 7970 SH Sole 7970
Marsh & McClennan Companies Common 571748102 1630 21959 SH Sole 21959
Martin Marietta Materials, Inc.Common 573284106 4615 80870 SH Sole 80870
Matav RT-Sponsored ADR Common 559776109 298 11125 SH Sole 11125
Maximus, Inc. Common 577933104 223 7655 SH Sole 7655
McKesson HBOC Inc. Common 58155Q103 15712 238063 SH Sole 226149 11914
Medtronic, Inc. Common 585055106 11085 154227 SH Sole 154227
Merck & Co., Inc. Common 589331107 667 8320 SH Sole 8320
Metris Companies, Inc. Common 591598107 248 6135 SH Sole 6135
MGIC Investment Corp. Common 552848103 2094 59710 SH Sole 59710
Miller (Herman), Inc. Common 600544100 5419 296928 SH Sole 296928
Modis Professional Services Common 607830106 10941 1207326 SH Sole 1167126 40200
Mohawk Industries Common 608190104 2685 89515 SH Sole 89515
Nabors Industries, Inc. Common 629568106 10463 575293 SH Sole 518243 57050
National R.V. Holdings, Inc. Common 637277104 294 13295 SH Sole 13295
Navistar International Corp. Common 63934E108 23104 574904 SH Sole 548104 26800
Network Associates, Inc. Common 640938106 2018 65753 SH Sole 65753
Nokia OYJ ADR Common 654902204 343 2205 SH Sole 2205
Omnicare, Inc. Common 681904108 5289 277479 SH Sole 277479
Osteotech, Inc. Common 688582105 567 16488 SH Sole 16488
Outback Steakhouse, Inc. Common 689899102 958 29250 SH Sole 29250
PACCAR, Inc. Common 693718108 14360 348660 SH Sole 327960 20700
Pacific Sunwear of California Common 694873100 246 7077 SH Sole 7077
Pacificare Health Systems Common 695112201 12681 185799 SH Sole 169299 16500
Polaris Industries, Inc. Common 731068102 205 6450 SH Sole 6450
Pomeroy Computer Services Common 731822102 178 13660 SH Sole 13660
Promus Hotel Corporation Common 74342P106 1478 40640 SH Sole 40640
Qlogic Corp. Common 747277101 358 5335 SH Sole 5335
RJR Nabisco Holdings Corp. Common 74960K876 323 12900 SH Sole 12900
Ross Stores, Inc. Common 778296103 3481 79450 SH Sole 79450
Rowan Companies, Inc. Common 779382100 408 32124 SH Sole 32124
Ryanair Holdings PLC Common 783513104 382 9380 SH Sole 9380
Sanmina Corporation Common 800907107 2357 36980 SH Sole 36980
Schering-Plough Common 806605101 15445 279545 SH Sole 257545 22000
SK Telecom Co. LTD.-ADR Common 78440P108 298 24411 SH Sole 24411
SLI, Inc. Common 78442T108 315 14995 Sh Sole 14995
Snyder Communications, Inc. Common 832914105 2914 104545 SH Sole 104545
Solectron Company Common 834182107 10631 218912 SH Sole 218912
Southwest Airlines Co. Common 844741108 3642 120392 SH Sole 120392
Sovereign Bancorp, Inc. Common 845905108 124 10112 SH Sole 10112
Stewart Enterprises, Inc. Common 860370105 495 30828 SH Sole 30828
Sun Microsystems, Inc. Common 866810104 25903 207117 SH Sole 190517 16600
Sundstrand Corp. Common 867323107 25099 361143 SH Sole 342943 18200
TJX Companies, Inc. Common 872540109 19886 584884 SH Sole 584884
Tarrant Apparel Group Common 876289109 551 13130 SH Sole 13130
Tech Data Corporation Common 878237106 5441 237247 SH Sole 215247 22000
Telecomunicacoes Brasileiras Common 879287308 352 4365 SH Sole 4365
Telefonica SA Common 879382208 276 2156 SH Sole 2156
The Buckle, Inc. Common 118440106 263 11690 SH Sole 11690
The Gap, Inc. Common 364760108 4166 61897 SH Sole 61897
Tommy Hilfiger Corp. Common G8915Z102 24537 356247 SH Sole 339347 16900
USX-U.S. Steel Group Common 90337T101 11195 476388 SH Sole 441288 35100
USX-Marathon Group Common 902905827 3765 136920 SH Sole 109120 27800
USG Corporation Common 903293405 10665 207585 SH Sole 207585
VF Corp. Common 918204108 14976 315287 SH Sole 295187 20100
Varlen Corporation Common 922248109 264 11978 SH Sole 11978
Volvo AB-ADR Common 928856400 213 8240 SH Sole 8240
Warnaco Group, Inc. Common 934390105 10152 411220 SH Sole 385320 25900
Washington Mutual, Inc. Common 939322103 15408 376954 SH Sole 357634 19320
Wellpoint Health Networks Common 94973H108 20741 273598 SH Sole 258098 15500
Westpac Banking-Spon ADR Common 961214301 327 8975 SH Sole 8975
Wolverine World Wide, Inc. Common 978097103 141 14800 SH Sole 14800
Zeneca Group PLC-Spons ADR Common 98934D106 313 6660 SH Sole 6660
1077099 20892872 19989438 903434
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