-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, TP77Pkq53qb5Bkj5tFy7YXYpv8knLrukb4gbxxzUSsX9UVfYS2XqnGgRDRP+5ysX CVU2qQnOJqUml4VgqxF9cA== 0000919574-08-007642.txt : 20081112 0000919574-08-007642.hdr.sgml : 20081111 20081112091703 ACCESSION NUMBER: 0000919574-08-007642 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081112 DATE AS OF CHANGE: 20081112 EFFECTIVENESS DATE: 20081112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Thunderstorm Capital LLC CENTRAL INDEX KEY: 0001389918 IRS NUMBER: 043483170 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12440 FILM NUMBER: 081178438 BUSINESS ADDRESS: STREET 1: ONE FEDERAL STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-630-8000 MAIL ADDRESS: STREET 1: ONE FEDERAL STREET STREET 2: 18TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 d935593_13f-hr.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: September 30, 2008 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Thunderstorm Capital LLC Address: One Federal Street 18th Floor Boston, MA 02110 13F File Number: 028-12440 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: John R. Dorfman Title: Chairman Phone: 617-630-8000 Signature, Place and Date of Signing: /s/ John R. Dorfman Boston, MA November 12, 2008 - ------------------- --------------- ----------------- [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 managers(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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name ----------------------- -------------------------------- 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: $98,017 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. None FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS/ SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE APACHE CORP COM 037411105 2198 21,082 SH SOLE 21,082 APRIA HEALTHCARE GROUP INC COM 037933108 1209 66,277 SH SOLE 66,277 ARCH CAP GROUP LTD ORD G0450A105 1997 27,350 SH SOLE 27,350 ASTRAZENECA PLC SPONSORED ADR 046353108 535 12,200 SH SOLE 12,200 AU OPTRONICS CORP SPONSORED ADR 002255107 1746 153,664 SH SOLE 153,664 AUTOLIV INC COM 052800109 320 9,483 SH SOLE 9,483 BANCO LATINOAMERICANO DE EXP CL E P16994132 1621 112,439 SH SOLE 112,439 BANKATLANTIC BANCORP CL A 065908501 4152 2,185,000 SH SOLE 2,185 BERKSHIRE HATHAWAY INC DEL CL A 084670108 392 3 SH SOLE 3 BERKSHIRE HATHAWAY INC DEL CL B 084670207 356 81 SH SOLE 81 BOLT TECHNOLOGY CORP COM 097698104 901 62,300 SH SOLE 62,300 CAL MAINE FOODS INC COM NEW 128030202 894 32,580 SH SOLE 32,580 CERADYNE INC COM 156710105 1579 43,083 SH SOLE 43,083 COLUMBIA SPORTSWEAR CO COM 198516106 11667 278,055 SH SOLE 278,055 COMMERCIAL METALS CO COM 201723103 1505 89,084 SH SOLE 89,084 CREDICORP LTD COM G2519Y108 956 15,362 SH SOLE 15,362 CULLEN FROST BANKERS INC COM 229899109 2463 41,054 SH SOLE 41,054 CURTISS WRIGHT CORP COM 231561101 2436 53,590 SH SOLE 53,590 DEVON ENERGY CORP NEW COM 25179M103 2275 24,942 SH SOLE 24,942 FPIC INS GROUP INC COM 302563101 4170 81,150 SH SOLE 81,150 FREIGHTCAR AMER INC COM 357023100 271 9,270 SH SOLE 9,270 GANNETT INC COM 364730101 1434 84,820 SH SOLE 84,820 GEVITY HR INC COM 374393106 3908 536,800 SH SOLE 536,800 GOLDMAN SACHS GROUP INC COM 38141G104 527 4,115 SH SOLE 4,115 HUTCHINSON TECHNOLOGY INC COM 448407106 1767 152,595 SH SOLE 152,595 KINETIC CONCEPTS INC COM NEW 49460W208 1086 37,999 SH SOLE 37,999 KING PHARMACEUTICALS INC COM 495582108 1562 163,065 SH SOLE 163,065 LADISH INC COM NEW 505754200 4140 204,420 SH SOLE 204,420 LEXMARK INTL NEW CL A 529771107 294 9,040 SH SOLE 9,040 LINCOLN ELEC HLDGS INC COM 533900106 2465 38,325 SH SOLE 38,325 MANITOWOC INC COM 563571108 1759 113,150 SH SOLE 113,150 MERCURY GENL CORP NEW COM 563500100 1849 33,770 SH SOLE 33,770 NAM TAI ELECTRS INC COM PAR $0.02 629865205 5720 700,070 SH SOLE 700,070 NOVELLUS SYS INC COM 670008101 304 15,455 SH SOLE 15,455 OVERSEAS SHIPHOLDING GROUP I COM 690368105 2488 42,660 SH SOLE 42,660 PALM INC NEW COM 696643105 1293 216,529 SH SOLE 216,529 PEROT SYS CORP CL A 714265105 1757 101,290 SH SOLE 101,290 PFIZER INC COM 717081103 587 31,840 SH SOLE 31,840 PIPER JAFFRAY COS COM 724078100 1689 39,050 SH SOLE 39,050 ROFIN SINAR TECHNOLOGIES INC COM 775043102 2909 95,040 SH SOLE 95,040 SCHNITZER STL INDS CL A 806882106 1185 30,195 SH SOLE 30,195 SEABOARD CORP COM 811543107 1664 1,324 SH SOLE 1,324 ST MARY LD & EXPL CO COM 792228108 1214 34,051 SH SOLE 34,051 SYNERON MEDICAL LTD ORD SHS M87245102 1186 83,250 SH SOLE 83,250 TESORO CORP COM 881609101 1101 66,750 SH SOLE 66,750 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 4597 154,998 SH SOLE 154,998 UNITED FIRE & CAS CO COM 910331107 2610 91,300 SH SOLE 91,300 WESTAR ENERGY INC COM 95709T100 2094 90,890 SH SOLE 90,890 WESTERN DIGITAL CORP COM 958102105 1185 55,570 SH SOLE 55,570
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