13F-HR 1 ny361564.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 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: MFP Investors LLC Address: 51 JFK Parkway 2nd Floor Short Hills, NJ 07078 13F File Number: 28-05359 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: Stuart Pistol Title: Chief Financial Officer Phone: (973) 921-2210 Signature, Place, and Date of Signing: Short Hills, NJ 8/15/03 -------------------- ----------------- -------- [Signature] [City, State] Date Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s)). [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s)). FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----- Form 13F Information Table Entry Total: 49 ----- Form 13F Information Table Value Total: $ 240,396 ----------- (thousands) List of Other Included Managers NONE

~~TITLE~~COLUMN OF1 ~~VALUE~~COLUMN ~~SHRS~~2 ORCOLUMN ~~SH/~~3 ~~PUT/~~COLUMN ~~INVESTMENT~~4 ~~OTHER~~VALUE ~~VOTING AUTHORITY~~ NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) ~~PRN~~Alleghany ~~AMT~~Corp. ~~PRN~~DEL ~~CALL~~COM ~~DISCRETION~~017175100 ~~MANAGERS~~3,058 ~~SOLE~~Andrew ~~SHARED~~Corp. ~~NONE~~COM ~~--------------~~034425108 ~~--------~~5,604 ~~---------~~Atwood ~~--------~~Oceanics, ~~-------~~Inc. ~~---~~COM ~~----~~050095108 ~~----------~~2,107 Bristol-~~-------~~Myers ~~----~~Squibb ~~------~~Co. ~~----~~COM ~~White~~110122108 ~~Mountains~~8,145 ~~Insurance~~CIT Group ~~Ltd~~Inc. COM ~~G9618E107~~125581108 17,871 Canada Life Financial Corp. COM 135113108 3,320 Charming Shoppes, Inc. COM 161133103 1,452 City Investing Co. Liquidating Trust Unit Ben Int 177900107 693 Clayton Homes, Inc. COM 184190106 1,255 Dillards Inc. CL A 254067101 3,368 Edison International COM 281020107 2,~~972~~875 Enstar Group Inc. COM 29358R107 4,073 Federated Department Stores, Inc. DEL COM 31410H101 9,~~200~~212 SHFlorida ~~SOLE~~East Coast Industries Inc. CL A 340632108 2,519 Florida East Coast Industries Inc. CL B 340632207 7,572 Foot Locker, Inc. COM 344849104 3,379 Gencorp Inc. COM 368682100 5,334 Hearst-Argyle Television, Inc. COM 422317107 907 Helmerich & Payne Inc. COM 423452101 16,790 Honeywell International Inc. COM 438516106 9,~~200~~048 ~~Alderwoods~~Huttig Building Products, Inc. COM 448451104 1,035 Kindred Healthcare, Inc. COM 494580103 3,614 Kmart Holding Corp. COM 498780105 3,082 Knight Ridder Inc. COM 499040103 11,856 Knight Trading Group Inc. COM ~~014383103~~499063105 ~~890~~3,150 ~~187~~Koger Equity Inc. COM 500228101 1,~~869~~546 SHLiberty ~~SOLE~~Media ~~187~~Corp. New COM SER A 530718105 12,~~869~~716 ~~Alleghany~~Louisiana-Pacific Corp. ~~DEL~~COM 546347105 6,212 MRO Software, Inc. COM ~~017175100~~55347W105 21,~~752~~183 15Medallion Financial Corp. COM 583928106 1,~~503~~802 SHNashua ~~SOLE~~Corporation 15COM 631226107 1,~~503~~435 ~~Arch~~Natuzzi ~~Wireless~~S.p.A., ADR COM 63905A101 201 Newhall Land & Farming Co. CAL Depositary Receipts 651426108 5,596 PG&E Corporation COM 69331C108 3,173 PNC Financial Services Group Inc. COM ~~039392600~~693475105 ~~679~~9,762 ~~331456~~Pactiv SHCorp. ~~SOLE~~COM ~~331456~~695257105 ~~Atwood~~1,478 ~~Oceanics~~Premcor Inc. COM 74045Q104 16,546 Saxon Capital Inc. COM ~~050095108~~80556P302 23,~~336~~456 77Sears Roebuck & Co. COM 812387108 1,~~600~~682 SHSotheby's ~~SOLE~~Holdings, 77Inc. CL A 835898107 1,~~600~~488 ~~Beverly~~Southern ~~Enterprises~~Union Company New COM 844030106 7,605 Southwest Gas Corp. COM 844895102 1,932 Stage Stores, Inc. COM ~~NEW~~85254C305 ~~087851309~~1,410 4Steinway Musical Instruments,~~329~~ Inc. COM 858495104 123 Triad Hospitals Inc. COM 89579K109 3,723 TYCO International Ltd. New COM 902124106 15,184 United Industrial Corp. COM 910671106 2,038 UnumProvident Corporation COM 91529Y106 2,816 UnumProvident Corp., Mandatory Unit COM 91529Y403 5,970 [Table continued] COLUMN 1 COLUMN 2 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE Alleghany Corp. DEL COM 16,~~519~~012 SH SOLE 16,012 Andrew Corp. COM 600,000 SH SOLE 1600,~~519,~~000 Atwood Oceanics, Inc. COM 77,600 SH SOLE 77,600 Bristol-Myers Squibb Co. COM ~~110122108 4~~300,~~630 200,~~000 SH SOLE ~~200~~300,000 CIT Group Inc. COM ~~125581108 14,210~~ 725,000 SH SOLE 725,000 Canada Life Financial Corp. COM ~~135113108 2,551~~ 100,000 SH SOLE 100,000 Charming Shoppes, Inc. COM ~~161133103 1,254~~ 300,000 SH SOLE 300,000 City Investing Co. Liquidating Trust Unit Ben ~~Trust~~Int ~~In1 77900107 689~~ 362,600 SH SOLE 362,600 ~~Devon~~Clayton ~~Energy~~Homes, ~~Corp~~Inc. ~~New~~ COM ~~25179M103 4,590~~ 100,000 SH SOLE 100,000 Dillards Inc. -CL ~~Class~~ A ~~COM 254067101 1~~250,~~586 100,~~000 SH SOLE ~~100~~250,000 Edison International COM ~~281020107 1~~175,~~185 100,~~000 SH SOLE ~~100~~175,000 Enstar Group Inc. COM ~~29358R107 3,061~~ 102,715 SH SOLE 102,715 Federated Department Stores, Inc. DEL COM ~~31410H101 5~~250,~~752 200,~~000 SH SOLE ~~200~~250,000 Florida East Coast Industries Inc. CL A ~~340632108 2,288~~ 98,600 SH SOLE 98,600 Florida East Coast Industries Inc. CL B ~~340632207 6,711~~ 304,100 SH SOLE 304,100 Foot Locker, Inc. COM ~~344849104 2~~255,~~625 250,~~000 SH SOLE ~~250~~255,000 ~~Gaylord Entertainment Co. New COM 367905106 515 25,000 SH SOLE 25,000~~ Gencorp Inc. COM ~~368682100 2~~600,~~439 308,~~000 SH SOLE ~~308~~600,000 ~~Grant~~Hearst-Argyle ~~Prideco~~Television, Inc. COM ~~38821G101 1~~35,~~746 150,~~000 SH SOLE ~~150~~35,000 ~~Grupo TMM SA DE CV SP ADR A SHS 40051D105 1,030 200,000 SH SOLE 200,000 Harris Corp. COM 413875105 658 25,000 SH SOLE 25,000~~ Helmerich & Payne Inc. COM ~~423452101 16,048~~ 575,000 SH SOLE 575,000 Honeywell International Inc. COM ~~438516106 8,088~~ 337,000 SH SOLE 337,000 Huttig Building Products, Inc. COM ~~448451104 1,089~~ 382,000 SH SOLE 382,000 ~~International~~Kindred ~~Specialty Products~~Healthcare, Inc., ~~New~~ COM ~~460337108 1~~203,~~391~~375 ~~136,200~~ SH SOLE ~~136~~203,~~200~~375 ~~Kindred~~Kmart ~~Healthcare,~~Holding ~~Inc~~Corp. COM ~~494580103 3~~114,~~655~~191 ~~201,375~~ SH SOLE ~~201~~114,~~375~~191 Knight Ridder Inc. COM ~~499040103 12~~172,~~650 200,~~000 SH SOLE ~~200~~172,000 Knight Trading Group Inc. COM ~~499063105 1~~500,~~198 250,~~000 SH SOLE ~~250~~500,000 Koger Equity Inc. COM ~~500228101 1,399~~ 89,700 SH SOLE 89,700 Liberty Media Corp. SNew C COM ~~530370105~~SER ~~3,019~~A 771,~~800~~100,000 SH SOLE 771,~~800~~100,000 ~~Liberty~~Louisiana-Pacific ~~Media~~ Corp. ~~New~~ COM ~~SER~~573,100 ASH ~~530718105~~SOLE 9573,~~834~~100 1MRO Software,~~100~~ Inc. COM 137,~~000~~400 SH SOLE 1137,~~100,000~~400 Medallion Financial Corp. COM ~~583928106 1,009~~ 258,600 SH SOLE 258,600 ~~NUI~~Nashua ~~Corp~~Corporation COM ~~629431107 777 45~~161,~~000~~200 SH SOLE 45161,~~000~~200 ~~Nashua~~Natuzzi ~~Corporation~~S.p.A., ADR COM ~~631226107 1~~25,~~415~~000 ~~161,200~~ SH SOLE ~~161~~25,~~200~~000 Newhall Land & Farming Co. CAL Depositary Receipts ~~651426108 5,319~~ 185,000 SH SOLE 185,000 PG&E Corporation COM ~~69331C108 2,085~~ 150,000 SH SOLE 150,000 PNC Financial Services Group Inc. COM ~~693475105 8,380~~ 200,000 SH SOLE 200,000 ~~PerkinElmer,~~Pactiv ~~Inc~~Corp. COM ~~714046109 1~~75,~~650 200,~~000 SH SOLE ~~200~~75,000 Premcor Inc. COM ~~74045Q104 3~~767,~~130 140,~~800 SH SOLE ~~140~~767,800 Saxon Capital Inc. COM ~~80556P302 6~~200,~~630 530,~~000 SH SOLE ~~530~~200,000 ~~Schering-Plough Corp. COM 806605101 1,943 87,500 SH SOLE 87,500~~ Sears Roebuck & Co. COM ~~812387108 1,198~~ 50,000 SH SOLE 50,000 Sotheby's Holdings, Inc. CL A ~~835898107 1~~200,~~739~~000 ~~193,200~~ SH SOLE ~~193,~~200,000 Southern Union Company New COM ~~844030106 5~~453,~~833 353,~~486 SH SOLE ~~353~~453,486 Southwest Gas Corp. COM ~~844895102 2,139~~ 91,200 SH SOLE 91,200 ~~Sun~~Stage ~~Healthcare~~Stores, ~~Group~~Inc. COM ~~866933401~~60,000 75SH 54SOLE 60,~~034~~000 Steinway Musical Instruments, Inc. COM 8,000 SH SOLE 548,~~034~~000 Triad Hospitals Inc. COM 150,000 SH SOLE 150,000 TYCO International Ltd. New COM ~~902124106 12~~800,~~810 750,~~000 SH SOLE ~~750~~800,000 United Industrial Corp. COM ~~910671106 2,000~~ 125,000 SH SOLE 125,000 ~~Ventas~~UnumProvident ~~Inc.~~Corporation COM ~~92276F100 3~~210,~~721 325,~~000 SH SOLE ~~325~~210,000 ~~Washington~~UnumProvident ~~Post~~Corp., ~~Company~~Mandatory CLUnit BCOM ~~939640108 10~~200,~~509~~000 ~~14,240~~ SH SOLE 14200,~~240~~000

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