0001036325-13-000038.txt : 20130701 0001036325-13-000038.hdr.sgml : 20130701 20130701132347 ACCESSION NUMBER: 0001036325-13-000038 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20130701 DATE AS OF CHANGE: 20130701 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: SCHOOL SPECIALTY INC CENTRAL INDEX KEY: 0001055454 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-DURABLE GOODS [5000] IRS NUMBER: 390971239 STATE OF INCORPORATION: DE FISCAL YEAR END: 0424 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-55741 FILM NUMBER: 13943738 BUSINESS ADDRESS: STREET 1: W6316 DESIGN DRIVE CITY: GREENVILLE STATE: WI ZIP: 54942 BUSINESS PHONE: (920) 734-5712 MAIL ADDRESS: STREET 1: W6316 DESIGN DRIVE CITY: GREENVILLE STATE: WI ZIP: 54942 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: DAVIS SELECTED ADVISERS CENTRAL INDEX KEY: 0001036325 IRS NUMBER: 850360310 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 2949 E. ELVIRA ROAD STREET 2: SUITE 101 CITY: TUCSON STATE: AZ ZIP: 85756 BUSINESS PHONE: (520)806-7600 MAIL ADDRESS: STREET 1: 2949 E. ELVIRA ROAD STREET 2: SUITE 101 CITY: TUCSON STATE: AZ ZIP: 85756 SC 13G 1 schoolspec13g062813.txt DAVIS SELECTED ADVISERS, L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.)* School Specialty, Inc. -------------------------------------------------------------------------------- (Name of Issuer) Common Stock -------------------------------------------------------------------------------- (Title of Class of Securities) 807864103 -------------------------------------------------------------------------------- (CUSIP Number) June 28, 2013 -------------------------------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [_] Rule 13d-1(c) [_] Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). ------------------------------------------------------------------------------ ----------------------- CUSIP No. 807864103 13G ----------------------- ------------------------------------------------------------------------------ 1. Name of Reporting Person I.R.S. Identification No. of above Person Davis Selected Advisers, L.P. 85-0360310 ------------------------------------------------------------------------------ 2. Check the Appropriate Box if a Member of a Group (a) [_] (b) [X] ------------------------------------------------------------------------------ 3. SEC Use Only ------------------------------------------------------------------------------ 4. Citizenship or Place of Organization Colorado Limited Partnership ------------------------------------------------------------------------------ 5. Sole Voting Power Number of 71,383 shares Shares ---------------------------------------------------------- 6. Shared or No Voting Power Beneficially 0 (Shared) 0 (No Vote) Owned by ---------------------------------------------------------- Each 7. Sole Dispositive Power Reporting 71,383 shares Person ---------------------------------------------------------- 8. Shared Dispositive Power With: 0 ------------------------------------------------------------------------------ 9. Aggregate Amount Beneficially Owned by Each Reporting Person 71,383 shares ------------------------------------------------------------------------------ 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares [_] n/a ------------------------------------------------------------------------------ 11. Percent of Class Represented by Amount in Row (9) 7.1% ------------------------------------------------------------------------------ 12. Type of Reporting Person IA ------------------------------------------------------------------------------- ----------------------- CUSIP No. 807864103 ----------------------- ------------------------------------------------------------------------------ 1. Name of Reporting Person I.R.S. Identification No. of above Person Davis Appreciation & Income Fund 85-0399261 ------------------------------------------------------------------------------ 2. Check the Appropriate Box if a Member of a Group (a) [_] (b) [X] ------------------------------------------------------------------------------ 3. SEC Use Only ------------------------------------------------------------------------------ 4. Citizenship or Place of Organization Maryland Corporation ------------------------------------------------------------------------------ 5. Sole Voting Power Number of 0 Shares ---------------------------------------------------------- 6. Shared Voting Power Beneficially 69,205 shares Owned by ---------------------------------------------------------- Each 7. Sole Dispositive Power Reporting 0 Person ---------------------------------------------------------- 8. Shared Dispositive Power With: 69,205 shares ------------------------------------------------------------------------------ 9. Aggregate Amount Beneficially Owned by Each Reporting Person 69,205 shares ------------------------------------------------------------------------------ 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares [_] n/a ------------------------------------------------------------------------------ 11. Percent of Class Represented by Amount in Row (9) 6.9% ------------------------------------------------------------------------------ 12. Type of Reporting Person IV ------------------------------------------------------------------------------- Item 1(a). Name of Issuer: School Specialty, Inc. Item 1(b). Address of Issuer's Principal Executive Offices: W 6316 Design Drive Greenville, WI 54942 Item 2(a) and (b). Names and Principal Business Addresses of Persons Filing: (1) Davis Selected Advisers, L.P. 2949 East Elvira Road, Suite 101 Tucson, Arizona 85756 (2) Davis Appreciation & Income Fund c/o Davis Selected Advisers, L.P. 2949 East Elvira Road, Suite 101 Tucson, Arizona 85756 Item 2(c). Citizenship: Davis Selected Advisers, L.P. - Colorado Limited Partnership Davis Appreciation & Income Fund - Maryland Corporation Item 2(d). Title of Class of Securities: Common Stock Item 2(e). CUSIP Number: 807864103 Item 3. If this statement is filed pursuant to Rules 13d-1(b) or 13d-2(b) or (c), check whether the person filing is a : (d) Investment Company registered under Sec. 8 of the Investment Company Act - Davis Appreciation & Income Fund a series of Davis Series, Inc. (e) Investment Adviser registered under Section 203 of the Investment Advisers Act of 1940. This statement is being filed by Davis Selected Advisers, L.P. as a registered investment adviser. All of the securities covered by this report are owned legally by Davis Selected Advisers investment advisory clients and none are owned directly or indirectly by Davis Selected Advisers. As permitted by Rule 13d-4, the filing of this statement shall not be construed as an admission that Davis Selected Advisers, L.P. is the beneficial owner of any of the securities covered by this statement. -------------------------------------------------------------------------------- Item 4. Ownership. (a). Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s). (b). Percent of Class: See the response(s) to Item 11 on the attached cover page(s). (c). Number of shares as to which such person has: (i). Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s). (ii). Shared or no power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s). (iii). Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s). (iv). Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s). Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company. Not Applicable Item 8. Identification and Classification of Members of the Group. Not Applicable Item 9. Notice of Dissolution of Group. Not Applicable Item 10. Certification. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Davis Selected Advisers, L.P. BY /s/ Sharra Haynes PRINT Sharra Haynes Vice President DATE July 1, 2013 Joint Filing Agreement In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, the persons or entities named below agree to the joint filing on behalf of each of them of this Schedule 13G with respect to the Securities of the Issuer and further agree that this joint filing agreement be included as an exhibit to this Schedule 13G. In evidence thereof, the undersigned hereby execute this Agreement as of July 1, 2013. Davis Selected Advisers, L.P. BY /s/ Sharra Haynes PRINT Sharra Haynes Vice President DATE July 1, 2013 Davis Appreciation & Income Fund BY /s/ Thomas Tays PRINT Thomas Tays Vice President DATE July 1, 2013